The Allon Exchange with Jay & Brittany Hagy: Recent Episodes
Jay & Brittany Hagy
We all have it in some form — whether it’s a little or a lot — yes, it’s money! But how do we efficiently steward what we have? How do we save, invest, pay off debt, prepare for the future, and also live with peace and generosity? Each week, financial professionals Jay and Brittany Hagy will discuss an array of financial topics while also sharing a glimpse into their own personal lives and story. They answer your questions about investing, college savings, paying down debt, financial planning, reducing your taxes, preparing for retirement, preserving and growing your wealth and much more.
For more information, or to get your own questions answered, call 800-971-4549.
In this episode of the Allon Exchange, Brittany and Jay Hagy focus on investment options, asset classes, and the importance of tax strategies in retirement.
The duo emphasize the need for diversification not only among asset classes but also in tax status to optimize retirement savings. The conversation also covers the implications of Required Minimum Distributions (RMDs) and strategic approaches to managing them effectively. In this conversation, Brittany and Jay discuss the importance of anticipating financial needs, the significance of choosing the right financial advisor, and the value of independence and fiduciary duty in financial planning.
The Hagy's emphasize the necessity of comprehensive financial planning that includes investment management, tax strategies, and healthcare planning.
Get in touch with Jay & Brittany Hagy and the team at Allon Planning Partners by calling 800-971-4549.
https://allonplanning.com/
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In this episode of the Allon Exchange, Brittany and Jay Hagy discuss essential financial planning topics, focusing on investment options, asset classes, and the importance of tax strategies in retirement. The duo explores diversification and the commonly overlooked piece of the diversification puzzle.
Jay & Brittany explore diversification not only among asset classes but also in tax status to optimize retirement savings. The conversation also covers the implications of Required Minimum Distributions (RMDs) and taking a deliberate and strategic approach to long-term effective management.
Brittany and Jay explore the value of being able to properly prepare and anticipate financial needs, how to choose the right financial advisor, and what a fiduciary financial planner can do to help you along the trip from point A to point B on your money map.
Additionally, they highlight the mindset shifts required for effective financial planning and the importance of ongoing education through workshops.
Get in touch with Jay & Brittany Hagy and the team at Allon Planning Partners by calling 800-971-4549.
https://allonplanning.com/
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On the latest episode of the Allon Exchange with Jay & Brittany, the duo explore the most frequently asked financial planning question and explore the truth behind each. Brittany & Jay discuss the importance of financial planning, emphasizing the need to start as soon as possible, outlining the components of a comprehensive financial plan, including investment management, income planning, tax planning, estate planning, and healthcare.
The duo highlight the difference between proactive and reactive strategies in financial planning, encouraging listeners to take charge of their financial futures.
Get in touch with Jay & Brittany Hagy and the team at Allon Planning Partners by calling 800-971-4549.
https://allonplanning.com/
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Jay and Brittany discuss the upcoming Presidential election and the impacts that it could have on our financial lives and our journey to retirement. The conversations covers areas such as taxes and our investment strategy. They also caution to keep emotions in check and avoid making bad decisions.
Get in touch with Jay & Brittany Hagy and the team at Allon Planning Partners by calling 800-971-4549.
Allon Planning Partners
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In this conversation, Jay and Brittany Hagy discuss applying Stephen Covey's Seven Habits of Highly Effective People to financial planning. They emphasize the importance of being proactive and intentional in financial planning, setting goals, and creating a comprehensive financial plan. They also discuss three scenarios in retirement planning: underfunded accounts, overfunded retirement, and restricted retirement. Each scenario has its challenges and benefits, and they provide strategies for each scenario.. The conversation also covers the concept of risk in financial planning and the importance of balancing different types of risk. Finally, the conversation touches on the topic of social security and the recent data breach, urging listeners to be cautious and proactive in protecting their personal information.
Get in touch with Jay & Brittany Hagy and the team at Allon Planning Partners by calling 800-971-4549.
https://allonplanning.com/
See omnystudio.com/listener for privacy information.
In this conversation, Jay and Brittany Hagy discuss the importance of having a financial advisor and how to choose the right one for YOU. They emphasize the role of a financial advisor as a coach who provides emotional support, behavioral coaching, and technical and tactical support. They compare the need for a financial advisor to the need for a coach in sports, highlighting the importance of having someone to challenge your thinking and help you navigate financial decisions.
They also discuss the key factors to consider when choosing a financial advisor, including whether they are a fiduciary and whether they provide comprehensive financial planning. They emphasize the need for individuals to have a clear understanding of these components and to work with professionals to ensure their financial plan is well-rounded and covers all aspects of their financial life
Call the team at Allon Planning Partners to get in touch with Jay & Brittany Hagy at 800-971-4549.
https://allonplanning.com/
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In this episode of the Allon Exchange, Jay and Brittany Hagy discuss the difference between responding and reacting to financial situations. Jay & Brittany explain the importance of taking a proactive approach to financial planning.
Jay & Brittany provide practical examples of proactive versus reactive approaches, including gifting money to family members and dealing with market volatility. They stress the importance of having a comprehensive financial plan and seeking professional advice to navigate these situations. Jay highlights several areas where proactive planning is crucial and Brittany breaks down each category.
Call Brittany & Jay Hagy and the team at Allon Planning Partners at 800-971-4549.
https://allonplanning.com/
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In this episode of the Allon Exchange, Jay and Brittany Hagy discuss three scenarios of retirement: underfunded, overfunded, and restricted. They explore the challenges and strategies associated with each scenario.
The conversation then shifts to the topic of risk and how individuals can choose the amount and type of risk they want to take with their investments. The duo highlights various risks, including market risk, longevity risk, currency risk, and self-induced risk. T
hey emphasize the importance of having a comprehensive financial plan and working with a trusted advisor to navigate these risks. They discuss the need to choose the appropriate amount and type of risk and to be fully informed and in charge of your financial decisions.
They also highlight the value of seeking professional advice and not going it alone. The conversation concludes with a discussion on financial health and the impact it has on overall well-being.
Call Jay & Brittany Hagy and the team at Allon Planning Partners at 800-971-4549.
https://allonplanning.com/
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The conversation is about creating a personal financial philosophy and how it impacts decision making and actions. The hosts discuss their own financial philosophy as an example and encourage listeners to define their own values. They emphasize that money is a tool, not the source, and should align with one's purpose and values. They also stress the importance of seeking advice and not going it alone. The hosts discuss the importance of developing a healthy money mindset, which includes freedom to say no to unnecessary purchases, belief in achieving financial goals, and not comparing oneself to othersThe hosts stress the importance of having a proper investment strategy and being positioned correctly to avoid knee-jerk reactions. They also discuss the impact of personal experiences on investment decisions and the need to have a healthy money mindset. The conversation concludes with a summary of the main points discussed and the importance of living a financial life with purpose.
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The Alon Exchange discusses the uncertainty surrounding Social Security and the need for comprehensive financial planning. They address concerns about the future of Social Security, potential benefit cuts, and the need for changes to the system. They emphasize the importance of not relying solely on Social Security for retirement income and offer strategies for creating multiple streams of income. They also discuss the tax implications of Social Security and the need for tax planning in retirement. Overall, the conversation highlights the need for proactive financial planning to ensure a secure retirement.
Reach Jay and Brittany at 800-971-4549.
Allon Planning Partners
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In an election year, there’s certainly no shortage of network news coverage about the economy: from forecasts, predictions, interviews.. In any given 24 hour news cycle–it seems never-ending. You hear everything from how we are seeing the biggest boom in history, to stories about the inevitable demise of the economy as we know it posing a seemingly apocalyptic threat to your finances. Let’s just say, it can be daunting.
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The conversation explores the uncertainty surrounding social security and its impact on retirement income. It delves into the challenges, concerns, and potential solutions related to social security. Additionally, it emphasizes the importance of comprehensive financial planning and the value of working with independent fiduciary advisors. The conversation covers a range of topics related to financial planning, community events, taxation, retirement income, and comprehensive retirement planning. It emphasizes the importance of proactive financial planning and the need for individualized strategies to address retirement concerns. The conversation also highlights the significance of tax planning and the impact of taxation on retirement income. The hosts provide insights into creating efficient tax plans and income strategies for retirement, emphasizing the need for a proactive approach to financial planning.
Reach Jay and Brittany at 800-971-4549.
Allon Planning Partners
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In this conversation, Jay and Brittany Hagy discuss financial planning for women and the unique challenges they face. They highlight the fact that women tend to live longer than men, which means they need to plan for a longer retirement and ensure their savings last. They also discuss the gender pay gap and the impact it has on women's ability to save for retirement. Additionally, they talk about the role of caregiving, as women often take on the responsibility of caring for children and aging parents, which can impact their ability to work and save. The conversation emphasizes the importance of being informed about finances and having a comprehensive financial plan. They also discuss the significance of catch-up contributions for individuals over the age of 50 and the need for strategic financial planning to minimize taxes. The conversation concludes with a reminder to begin saving and investing early and to seek professional guidance to navigate the financial frontier.
Reach Jay and Brittany at 800-971-4549.
Allon Planning Partners
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n this conversation, Jay and Brittany Hagee discuss retirement regrets and planning decisions that retirees often have. They emphasize the importance of saving early and consistently, as well as creating a stable income from assets. They also discuss the need to plan for unexpected events like inflation and market volatility. The hosts then shift the conversation to the topic of couples and their financial situations, highlighting the importance of communication and compromise. They encourage couples to establish non-negotiables and work together to achieve their financial goals. The hosts offer their services as independent fiduciary advisors to help couples navigate these financial decisions. The conversation focuses on the topic of baby boomers supporting their adult children, also known as the Sandwich Generation. . The conversation then transitions to the topic of estate planning, highlighting the need for proper legal documents to ensure assets are distributed according to the owner's wishes and to designate someone to make decisions on their behalf if they become incapacitated.
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On the latest edition of The Allon Exchange with Jay and Brittany Hagy, the duo explore the common reasons folks don't sit down with financial professionals and the common justifications for not doing so. Brittany & Jay do some financial planning mythbusting and explain the realities behind the world of retirement planning.
Reach Allon Planning Partners at 800-971-4549.
Allon Planning Partners
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On the latest edition of The Allon Exchange with Jay and Brittany Hagy, Jay and Brittany break down the common financial missteps and pitfalls they see so often in the world of financial planning. Brittany & Jay explore the inflation, credit card debt and different ways you can free yourself from debt to make the most out of your financial future. The duo explore how you can make your money work for you, in this or any economy.
Call Brittany & Jay Hagy and the team at The Allon Exchange at 800-971-4549 or visit allonplanning.com.
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In this episode of the Allon Exchange, Jay and Tanner discuss the harsh truths of retirement planning and provide solutions for navigating them. They cover topics such as preparing for bear markets, understanding sequence of return risk, assessing risk tolerance, diversifying savings, and the limitations of relying solely on Social Security. They emphasize the importance of comprehensive planning and aligning investments with retirement goals.
Reach Allon Planning Partners at 800-971-4549.
Allon Planning Partners
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In this conversation, Jay and Brittany discuss the challenges and future of Social Security, the importance of income planning in retirement, and the role of artificial intelligence in financial advising. They highlight the need for individuals to have a comprehensive financial plan that includes strategies to maximize Social Security benefits and create alternative sources of income. They also emphasize the importance of financial literacy and the potential benefits and limitations of robo-advisors. Behavioral finance is the study of why people make the financial decisions they do based on their experiences and emotions. It is important to consider the behavioral component of investing and the impact it has on our financial decisions. AI and robo-advisors may provide optimal answers, but they lack the human touch and understanding of individual goals and values. A comprehensive financial plan should be built around an individual's purpose and values, taking into account their unique experiences and goals.
Reach Jay and Brittany at 800-971-4549.
Allon Planning Partners
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This episode of the Alon Exchange focuses on women and money, discussing how financial planning is different for women than it is for men. The conversation highlights the challenges women face, such as living longer, the gender pay gap, and caregiving responsibilities. It emphasizes the importance of being informed and involved in financial decisions, as well as the emotional impact of investing. The episode also explores the concept of spring cleaning and its potential benefits for financial health. Practical steps for financial planning are provided, along with resources and support available from Allon Planning Partners.
Call the team at Allon Planning Partners at 800-971-4549 or visit allonplanning.com.
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The conversation discusses retirement planning and trends, including the importance of creating a clear retirement plan, having emergency savings, and balancing risk in investment portfolios. It also highlights the need for two kinds of income in retirement and the challenges of relying solely on pensions. The conversation emphasizes the importance of understanding healthcare costs and long-term care insurance. It also addresses the gender disparity in retirement savings and the factors that shape retirement today. Lastly, it emphasizes the need to assess savings and investments to ensure a comfortable retirement. In this conversation, the hosts discuss various aspects of retirement planning and offer advice on how to ensure a comfortable retirement. They emphasize the importance of contributing to retirement savings, maximizing retirement plans, estimating retirement expenses, understanding Social Security, regularly reviewing retirement plans, and avoiding running out of money in retirement.
Call the team at Allon Planning Partners at 800-971-4549 or visit allonplanning.com.
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Jay & Brittany Hagy kick off a new episode of the Allon Exchange and with the big game in mind, they explore strategies for you on your financial planning journey, including the importance of having a winning game plan, complete with offense, defense, special teams and how to retire like a champion!
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Jay and Brittany Hagy are back with a new episode of the Allon Exchange where they kick off the show with strategies and tips to make sure you are maximizing your retirement contributions.The Hagy's explore risk and retirement planning. Brittany and Jay not only explore the financial wellness but how important it is to make sure you are balancing the wealth in all areas of your life; from physical health, financial health, emotional health and spiritual health and how detrimental it can be to let these priorities fall by the wayside.
Call the team at Allon Planning Partners at 800-971-4549 or visit allonplanning.com.
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Still in the New Year the podcast devotes time to considering financial goals or resolutions, how to approach them, and how to stay on track. These include everything from paying off debt to increasing your savings and more. Jay and Brittany also answer some of the top economic questions people have going into a new year.
You can reach Jay and Brittany at 800-971-4549.
Allon Planning Partners
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This week on The Allon Exchange with Jay & Brittany Hagy, the duo discuss how to not only meet but exceed your financial resolutions in the year ahead. Brittany & Jay discuss how to set goals, and how to remain focused on these goals with tips and strategies to maximize your success with financial resolutions.
Call Jay & Brittany Hagy and the financial planning team at The Allon Exchange at 800-971-4549 or go to allonexchange.com for more information.
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This week on The Allon Exchange with Jay & Brittany Hagy, the duo discuss retirement and how you can find peace amid through the application of a tactical approach to get your financial plan in order for 2024. Brittany & Jay explore actionable steps you can take, tools and resources to assist. Brittany & Jay also break down tips to save yourself money in your holiday season.
Call Jay & Brittany Hagy and the financial planning team at The Allon Exchange at 800-971-4549 or go to allonexchange.com for more information.
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This week on The Allon Exchange with Jay & Brittany Hagy, Jay Hagy and Brittany Hagy explore the importance of financial compatibility when it comes to relationships. Brittany & Jay dive into the components of financial compatibility and how you can become more financially compatible with your significant other with a few easy steps and tips. The duo explore ways you can facilitate conversations in order to help making financial decisions easier for you and your partner. The duo explore why it is so important to plan together in order to best prepare for the future as a team.
Call Jay & Brittany Hagy and the financial planning team at Allon Planning Partners at 1-800-971-4549 or go to allonplanning.com for more information.
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On this week's show, Brittany & Jay Hagy answer frequently asked financial planning questions and offer solutions to help get you to and through retirement. Brittany & Jay explore everything from investing to taxes to managing debt.
For more information call Brittany & Jay Hagy at 800-971-4549 or visit allonplanning.com.
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On this week's show, Brittany & Jay Hagy explore the element of risk and how it impacts folks preparing for retirement. Brittany & Jay offer tips and strategies to build your own financial plan to help you thrive in retirement. The Hagy’s dive into the different elements that make up a complete and holistic retirement plan and answer some common questions about retirement planning.
For more information call Brittany & Jay Hagy at 800-971-4549 or visit allonplanning.com.
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This week on a new episode of The Allon Exchange with Jay & Brittany Hagy, the duo discuss everything you need to know about taxes and why tax planning is such an important piece of the retirement planning puzzle. Jay & Brittany discuss topics ranging from RMDs to how working with a financial advisor can be so beneficial as you make your way to and through retirement. And as always, the duo answer a few common retirement planning questions to close out the show.
To get in touch with Brittany & Jay Hagy and the team at Allon Planning Partners call 800-971-4549 or visit allonplanning.com for more information.
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On this week's show, Brittany & Jay Hagy explore the financial anxiety that folks face as they prepare for their retirement. Brittany & Jay offer strategies folks can apply to their financial plan to limit their stress, concern and panic associated with their financial planning journey. The Hagy's explore the connection between our money and mental health and how to combat the negative impacts on both our bank accounts and mindsets.
For more information call Brittany & Jay Hagy at 800-971-4549 or visit allonplanning.com.
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On this week's show, Brittany & Jay Hagy explore the different strategies you can take today that lead you toward financial freedom in the future. Brittany & Jay break down the different economic issues like market volatility, inflation and recession forecasts and how each can impact your finances. The Hagy's break down expanding your financial knowledge and financial health and find the confidence you need to sleep well at night knowing you have a plan to get you to and through retirement.
For more information call Brittany & Jay Hagy at 800-971-4549 or visit allonplanning.com.
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On a new addition of The Allon Exchange with Jay and Brittany Hagy, the pair discuss how we think about money and how to create a winning retirement with one simple four letter word. Brittany & Jay walk through the tips and strategies to achieve success on your journey to and through retirement.
Contact Jay & Brittany Hagy and the team at Allon Planning Partners at 800-971-4549 or visit allonplanning.com for more information.
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On a new addition of The Allon Exchange with Jay and Brittany Hagy, the pair discuss how we think about money and how to create a winning strategy when it comes to our finances. Brittany explores the root of our money mindset and how important it is to deal with the core of our money mindset to achieve success over time.
Contact Jay & Brittany Hagy and the team at Allon Planning Partners at 800-971-4549 or visit allonplanning.com for more information.
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On a new episode of The Allon Exchange with Jay & Brittany Hagy, the duo help curb concerns you may have about your financial plan by sharing a few strategies you can apply today to help you restore confidence in your retirement plan. Brittany & Jay share tips for maximizing success and limiting doubt when preparing for your journey along the road to retirement.
Call Brittany Hagy, Jay Hagy & the team at Allon Planning Partners for more information at 800-971-4549 or visit allonplanning.com.
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On the newest edition of The Allon Exchange, Brittany & Jay Hagy dive into the most common retirement planning concerns and how you can plan ahead to protect your retirement dollars and stress-levels along the way. Jay & Brittany share the best way to get ahead of the curve when preparing for retirement offering proactive strategies to maximize efficiency and success when building your financial plan. The Hagy's are back with answers to common retirement planning questions in a new edition of 'Ask The Advisor.'
Call Jay & Brittany Hagy and the team at Allon Planning Partners for more information at 800-971-4549 or visit allonplanning.com.
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On the latest episode of The Allon Exchange with Jay & Brittany Hagy, the duo kick off the show with a few simple tips to help make the biggest difference in your retirement savings. Brittany & Jay share the five things you need to know about your retirement savings and offer important numbers that go along with financial planning. The Hagy's offer strategies for retiring amid market volatility and inflation. Jay & Brittany round out the show answering common retirement planning questions.
Call Jay & Brittany Hagy and the team at Allon Planning Partners for more information at 800-971-4549 or visit allonplanning.com.
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On a new edition of The Allon Exchange with Jay & Brittany Hagy, the duo tackle the biggest financial planning topics and why it's essential you check in with your financial health and wellness over time, Brittany & Jay walk through which factors to consider when doing that wellness check on your retirement plans, offering tips to help you gauge your preparedness for retirement. The Hagy's share strategies you can use today that will maximize your success as you begin that journey to and through retirement. The pair close out the show with answers to some common retirement planning questions.
Call Brittany & Jay Hagy and the team at Allon Planning Partners at 800-971-4549 or visit allonplanning.com for more information.
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On a new episode of The Allon Exchange, Tanner Horstmeyer joins Jay Hagy in the studio to discuss investing your financial future and how to avoid the common mistakes and missteps folks make when it comes to their finances. Jay & Tanner share some of the challenges folks face in the planning process, particularly in a volatile economy.
Call Jay & Brittany Hagy and the financial planning team at Allon Planning Partners at 1-800-971-4549 or go to allonplanning.com for more information.
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Jay and Brittany break down the critical components of a comprehensive financial plan and offer suggestions on how they can work with you to manage in the short term to help maximize your financial success in the long term. They also stress the importance of preparation for retirement and the strategies to consider implementing when you're in the financial red zone.
You can reach Jay and Brittany by calling 800-971-4549.
The Allon Exchange
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This week on The Allon Exchange with Jay & Brittany Hagy, Jay Hagy and Brittany Hagy explore the importance of holistic financial planning. Brittany and Jay discuss financial planning strategies, tips and tricks to help make the financial decisions easier for you and your partner. The duo explore why it is so important to plan together in order to best prepare for the future as a team. Jay and Brittany answer questions from listeners on all things financial planning offering tips to help folks in similar circumstances maximize their success.
Call Jay & Brittany Hagy and the financial planning team at Allon Planning Partners at 1-800-971-4549 or go to allonplanning.com for more information.
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This week on The Allon Exchange with Jay & Brittany Hagy, Brittany and Jay discuss the important factors to consider when planning for retirement. Jay & Brittany share the most important questions folks should ask when speaking with a financial advisor and why each of these pieces are so important to the retirement planning puzzle. Jay & Brittany dive into some of the questions they've heard from folks this week alone.
Call Jay & Brittany Hagy and the team at Allon Planning Partners at 800-971-4549 or visit allonplanning.com for more information.
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This week on The Allon Exchange with Jay & Brittany Hagy, Brittany and Jay discuss the important factors to consider when planning for retirement. Jay & Brittany share the most important questions folks should ask when speaking with a financial advisor and why each of these pieces are so important to the retirement planning puzzle. Jay & Brittany dive into some of the questions they've heard from folks this week alone.
Call Jay & Brittany Hagy and the team at Allon Planning Partners at 800-971-4549 or visit allonplanning.com for more information.
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This week on The Allon Exchange with Jay & Brittany Hagy, Brittany and Jay break down the biggest retirement planning myths and the dangers that are associated with these all too common misconceptions. Jay & Brittany explore positioning, risk, diversification, asset allocations and more.
Call Jay & Brittany Hagy and the team at Allon Planning Partners at 800-971-4549 or visit allonplanning.com for more information.
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On this week's episode of The Allon Exchange, Brittany Hagy & Tanner Horstmeyer discuss the most common financial planning questions and offer answers, tips and strategies that folks can implement today that make a significant difference in the long run. Brittany & Tanner address the importance of making your money work for you and how to begin that process so it is properly aligned with your risk tolerance.
Call Jay & Brittany Hagy, Tanner Horstmeyer and the financial planning team at Allon Planning Partners at 1-800-971-4549 or go to allonplanning.com for more information.
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On this week's episode of The Allon Exchange, Brittany & Jay Hagy share a few of the real, relatable retirement planning stories they've encountered and highlight the lessons we can take away from each. Jay & Brittany address the thoughts, behaviors and how our responses can impact our finances in positive and negative ways.
Call Jay & Brittany Hagy and the financial planning team at Allon Planning Partners at 1-800-971-4549 or go to allonplanning.com for more information.
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This week on The Allon Exchange with Jay & Brittany Hagy, Jay Hagy and Brittany Hagy explore the importance of finding the RIGHT financial planner for you. Brittany and Jay discuss explain what to look for in a financial planner and what questions to ask when searching. Jay and Brittany answer questions from listeners on all things financial planning offering tips for folks in similar predicaments.
Call Jay & Brittany Hagy and the financial planning team at Allon Planning Partners at 1-800-971-4549 or go to allonplanning.com for more information.
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This week on The Allon Exchange with Jay & Brittany Hagy, Jay Hagy and Brittany Hagy explore the importance of holistic financial planning. Brittany and Jay discuss women and finance and why it is so important to plan together in order to best prepare for the future. Jay and Brittany answer questions from listeners on all things financial planning offering tips for folks in similar predicaments.
Call Jay & Brittany Hagy and the financial planning team at Allon Planning Partners at 1-800-971-4549 or go to allonplanning.com for more information.
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This week on The Allon Exchange with Jay & Brittany Hagy, Jay Hagy and Brittany Hagy explore the SVB bank run and discuss the risk involved in the banking system specifically. The pair discuss the various types of risk in retirement planning and how to choose what risks you believe are worth taking. Brittany & Jay answer questions from listeners on all things financial planning offering tips for folks in similar predicaments.
Call Jay & Brittany Hagy and the financial planning team at Allon Planning Partners at 1-800-971-4549 or go to allonplanning.com for more information.
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This week on The Allon Exchange with Jay & Brittany Hagy, Jay Hagy and Brittany Hagy dive into tax season FAQs explaining the critical role tax planning plays in retirement planning. The pair explore eliminating fear and uncertainty when it comes to your financial plan and discuss how to guarantee security while preserving your savings. Brittany & Jay share the age milestones to be mindful of when drafting your financial plan to protect your wealth to and through retirement. Jay & Brittany answer questions from listeners and offer financial planning wisdom and tips for those in similar situations.
Call Jay & Brittany Hagy and the financial planning team at Allon Planning Partners at 1-800-971-4549 or go to allonplanning.com for more information.
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This week on The Allon Exchange with Jay & Brittany Hagy, Jay Hagy and Brittany Hagy explore the world of financial planning for couples--sharing tips for thriving and removing emotional, knee-jerk decisions. The duo answer listener questions and offer financial planning strategies and solutions for those in similar situations.
Call Jay & Brittany Hagy and the financial planning team at Allon Planning Partners at 1-800-971-4549 or go to allonplanning.com for more information.
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This week on The Allon Exchange with Jay & Brittany Hagy, Jay Hagy and Brittany Hagy explore the world of financial planning for couples--offering their personal and professional experience. Jay & Brittany discuss red flags to pay attention to regarding your financial planning. The pair answer questions from listeners about financial planning and offer solutions for those in similar situations.
Call Jay & Brittany Hagy and the financial planning team at Allon Planning Partners at 1-800-971-4549 or go to allonplanning.com for more information.
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This week on The Allon Exchange with Jay & Brittany Hagy, Jay Hagy and Tanner Horstmeyer discuss how you can remain certain about your finances and retirement plan in an unpredictable economy. Jay & Tanner explore how to utilize purpose based planning to achieve the ideal results. The pair answer listener questions about financial planning and offer solutions for those in similar situations.
Call Jay & Brittany Hagy and the financial planning team at Allon Planning Partners at 1-800-971-4549 or go to allonplanning.com for more information.
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This week on The Allon Exchange with Jay & Brittany Hagy, Jay & Brittany explain the benefits of purpose based financial planning. Jay & Brittany discuss the important piece of the purpose based planning puzzle: knowing your 'why' and why you are saving. The duo explore the goal-oriented, value-driven process. Brittany & Jay finish the show by answering questions submitted by listeners in another edition of Ask The Advisor.
Call Jay & Brittany Hagy and the financial planning team at The Allon Exchange at 1-800-971-4549 or go to allonplanning.com for more information.
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This week on The Allon Exchange with Jay & Brittany Hagy, Jay & Brittany share some helpful tips for navigating tax season. The Hagys' discuss the relationship between financial wellness and the potential toll financial troubles can effect your physical and mental health.
Call Jay & Brittany Hagy and the financial planning team at The Allon Exchange at 1-800-971-4549 or go to allonplanning.com for more information.
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This week on The Allon Exchange with Jay & Brittany Hagy, Jay & Brittany explore the market cycle and how the bear and bull markets effect your nest egg. The Hagys' share some tips for weathering the storm. Brittany & Jay also explore the emotional component and impact knee-jerk decisions can have on your long-term investment goals.
Call Jay & Brittany Hagy and the financial planning team at The Allon Exchange at 1-800-971-4549 or go to allonplanning.com for more information.
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This week on The Allon Exchange with Jay & Brittany Hagy, the duo dive into the most common questions asked if financial advisors and provide honest answers to each. Brittany & Jay also discuss the importance of maintaining a strong plan on the journey into retirement.
Call Jay & Brittany Hagy and the financial planning team at The Allon Exchange at 1-800-971-4549 or go to allonplanning.com for more information.
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This week on The Allon Exchange with Jay & Brittany Hagy, the pair discuss New Year's financial resolutions and provide a checklist for your retirement planning journey. Brittany & Jay also offer ways to stick to your financial planning resolutions for 2023.
Call Jay & Brittany Hagy and the financial planning team at The Allon Exchange at 800-971-4549 or go to allonexchange.com for more information.
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This week on The Allon Exchange with Jay & Brittany Hagy, the duo discuss New Years financial resolutions and how to stick withthem tactical approach and actionable steps, tools and a team to assist. Brittany & Jay also dive into some action steps that you can take to a financially healthy 2023.
Call Jay & Brittany Hagy and the financial planning team at The Allon Exchange at 800-971-4549 or go to allonexchange.com for more information.
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This week on The Allon Exchange with Jay & Brittany Hagy, the duo discuss retirement and how essential it is to understand the dynamics involved with your finances. Brittany & Jay also break down tips to save yourself money in your holiday season.
Call Jay & Brittany Hagy and the financial planning team at The Allon Exchange at 800-971-4549 or go to allonexchange.com for more information.
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On this episode of on The Allon Exchange Jay & Brittany Hagy discuss the many doors that you open for your future self when you repurpose your savings with the notion of saving for an easy, worry-free retirement. Jay & Brittany share helpful suggestions that you can make to help add to the amount you currently contribute to your retirement accounts and how to fashion the plan to fit your life and the dynamics like inflation and market volatility.
For more information call Brittany & Jay Hagy and the team at The Allon Exchange at 1-800-971-4549 or visit allonexchange.com.
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For more information, or to get your own questions answered, call 800-971-4549.
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This week on The Allon Exchange with Jay and Brittany Hagy of Allon Planning Partners, Brittany and Jay discuss the many financial ups and downs folks are facing right now as they attempt to keep their financial footing. The duo discuss how you can determine whether you are properly diversified or not and break down the mindset shifts that must take place in order to move into the different phases and stages of your financial future.
Call Brittany and Jay Hagy and the team at Allon Planning Partners at (800) 971-4549 or go to allonplanning.com for more information.
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On this episode of The Allon Exchange with Jay & Brittany Hagy the duo discuss the importance of building a financial plan and walk through the steps for crafting strategies for every phase and stage of life.
Call 1-800-971-4549 or visit allonplanning.com to get in touch with Jay and Brittany Hagy today
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This week on The Allon Exchange with Jay & Brittany Hagy, the duo discuss retirement pitfalls and costs associated with these common missteps. Brittany & Jay also break down the easiest ways to save yourself money when building your nest egg.
Call Jay & Brittany Hagy and the financial planning team at The Allon Exchange at 800-971-4549 or go to allonexchange.com for more information.
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This week on The Allon Exchange, Brittany Hagy & Jay Hagy of Allon Planning Partners discuss willingness for being life long learners and how you can gain an edge on your retirement. Jay & Brittany break down the significance of proper asset allocation, diversification and help offer suggestions for you to thrive to and through retirement.
Call 1-800-971-4549 or visit allonplanning.com to get in touch with Jay and Brittany Hagy today.
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This week on The Allon Exchange, Brittany Hagy & Jay Hagy of Allon Planning Partners discuss taxes and building a plan for retirement in a time of economic upheaval so that you thrive through retirement.
Call 800-971-4549 or visit allonplanning.com to get in touch with Jay and Brittany Hagy today.
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This week on The Allon Exchange, Brittany Hagy & Jay Hagy of Allon Planning Partners discuss the ways the inflation impacts your retirement plans and how you can strategically navigate around some of these issues.
Call 800-971-4549 or visit allonplanning.com to get in touch with Jay and Brittany Hagy today.
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This week on The Allon Exchange, Brittany & Jay Hagy of Allon Planning Partners break down some of the frequently asked questions when it comes to retirement planning. The duo also discuss long term care and health care expenses and offer some alternatives.
Call Brittany & Jay Hagy and the Allon Planning Partners team at 800-971-4549 or visit allonplanning.com.
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This week on The Allon Exchange, Brittany & Jay Hagy break down the economic factors that are at play and how they impact your financial picture. The Hagy's also discuss the significance of understanding asset allocation and risk exposure/tolerance and the huge role they play in the retirement planning process.
Call Brittany & Jay Hagy and the team at Allon Planning Partners today by calling 800-971-4549 or going to allonplanning.com today.
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This week on The Allon Exchange with Brittany & Jay Hagy of Allon Planning Partners, Jay & Brittany break down the best ways to navigate your way through the journey through retirement.
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This week on The Allon Exchange, Jay & Brittany Hagy discuss the bucket strategy applied to saving for retirement. Brittany & Jay share how important it is to implement an income plan for your retirement. The duo explain the review process to effectively navigate through market volatility and rising inflation. Brittany & Jay talk about the benefits of reaching the big 5-0 as it pertains to planning for retirement.
Call 800-971-4549 or visit AllonExchange.com to connect with Brittany & Jay Hagy and Allon Planning Partners today!
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Jay & Brittany Hagy of Allon Planning Partners break down some of the easiest adjustments to make to your finances now that make the biggest differences down the road leading into retirement. Jay & Brittany discuss the economy and pitfalls many folks may not know they are exposing themselves to and how to navigate around them.
Call Brittany & Jay Hagy and the financial advisory team at Allon Planning Partners at 1-800- 971-4549 or visit allonplanning.com.
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This week on The Allon Exchange, Brittany & Jay Hagy help bring some peace of mind to folks who are about to begin the retirement planning process. Plus, the financial pitfalls that you can be on the lookout for to ensure that you thrive in all areas of your retirement journey.
The duo talk annuities, interest rates, bonds, stock market, inflation and how to properly determine the risk tolerance you are most comfortable with. The importance of flexibility, proactiveness and willingness to make adjustments to your retirement plan.
Call 800-971-4549 or schedule an appointment with Jay & Brittany Hagy and the financial planning team at Allon Planning Partners at allonexchange.com.
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On The Allon Exchange this week, Jay Hagy & Tanner Horstmeyer talk about the risks folks take in the journey to and through retirement and how to plan accordingly to ensure you are aligned to hit all of your targets for retirement. Step one: reach out to the team at Allon Planning Partners. Tips for The Great Resignation, what you can do leading up to your retirement to make things easier with a play by play approach from start to finish.
Call 800-971-4549 or schedule an appointment with Jay & Brittany Hagy and the financial planning team at Allon Planning Partners at allonexchange.com.
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Brittany & Jay Hagy of Allon Planning Partners break down the some of the key phrases and stages associated with retirement planning and the realities of day to day life once you've made it through the planning phrase and into retirement.
Jay & Brittany explore how to position and prepare for the dynamics associated with inflatio, recession concerns and market volatility.
Call 800-971-4549 or schedule an appointment with Jay & Brittany Hagy and Allon Planning Partners at allonexchange.com.
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This week on The Allon Exchange, Jay and Brittany Hagy of Allon Planning Partners explain the importance of continuing your financial education, discuss the importance of having a retirement plan (and how it quite literally can pay off) and how to thrive in every phase of your retirement. Call Jay & Brittany Hagy today at 800-971-4549 or online at allonexchange.com.
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Factoring in federal income taxes into retirement plans, SECURE Act 2.0, financial quotes to remember when investing.
Call Jay & Brittany Hagy with Allon Planning Partners at 800-971-4549 or online at AllonPlanning.com today to review your financial goals, plans and progress.
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This week on The Allon Exchange, Jay & Brittany Hagy of Allon Planning Partners are breaking down the variables necessary to reach the magic number for you in determining your retirement timeline.
Brittany & Jay offer tips and suggestions to prepare for retirement for all; whether you are beginning the planning process as you enter the working force or you've been weighing the discussion of planning for the future with your partner. The Hagy's also discuss solutions for not running out of money for those who are already in retirement.
Jay & Brittany explore how to position and prepare for the dynamics associated with inflation and market volatility.
Call 800-971-4549 or schedule an appointment with Jay & Brittany Hagy and Allon Planning Partners at allonexchange.com.
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This week on The Allon Exchange, Jay & Brittany Hagy of Allon Planning Partners share some inflation-proof strategies designed to reduce anxiety and replace it with peace and prosperity.
Jay & Brittany Hagy have the answers to the commonly asked questions about annuities and the ways to utilize the financial tool when it comes to retirement planning.
The Hagy's explain the catastrophic impact that hidden fees can have on your portfolio over time.
Call 800-971-4549 or schedule an appointment with Jay & Brittany Hagy and Allon Planning Partners at allonexchange.com.
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This week on The Allon Exchange with Jay & Brittany Hagy of Allon Planning Partners, the duo break down the phases and stages of retirement planning by the number. The Hagy's share some of the biggest issues that retirees face, stemming from fees, scams or taxes and how detrimental it can be to rebuilding your comprehensive financial road map. Brittany & Jay explore the concepts and rules that financial titan Warren Buffett honored above all else. Jay & Brittany talk social security maximization, distribution.
Call Jay & Brittany Hagy with Allon Planning Partners at 800-971-4549 or online at AllonPlanning.com today to review your financial goals, plans and progress.
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Thee strategies outlined by Brittany and Jay Hagy on this edition of The Allon Exchange include a reference guide for individuals who are working to build their reitrement savings--financial planning 101, if you will. The Hagy's share some of the biggest threats that many people fail to factor in the equation; hidden fees, taxes, budgeting, inflation and risk exposure.
Call Jay & Brittany Hagy with Allon Planning Partners at 800-971-4549 or online at AllonPlanning.com today to review your financial goals, plans and progress.
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Whether it’s golf, grandkids or world travel retirement offers plenty of choices.
You’ve saved for it, you’ve earned it now enjoy it. Before the big day make sure you take a look at federal income taxes you’re likely to face on several sources of retirement income.
Many retirees don't take into consideration the cumulative impact of federal and state income taxes on withdrawals from their nest eggs. In this episode, Jay and Brittany break down some areas of retirement income that will be taxed.
Contact Jay & Brittany Hagy with Allon Planning by calling (800) 971-4549.
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