Small Changes, Big Results | Your Wealth Journey Podcast: Recent Episodes
Shallon Weis, CFP
Bradford Financial Center, a national wealth management company, delivers a financial advisor's simple approach to making small changes that can result in big results for your financial future. From budgeting, tax planning, and saving for retirement to college planning, smarter insurance solutions, and building wealth, the practical advice is easy to apply for investors at any level.
All episodes include a "Five in Five" segment where we break down quick-hit financial trends for their listeners.
In this episode, Bradford Financial Center's financial advisors, Shallon Weis and Jim Tausz begin a podcast series on Retirement Planning. The first stage of retirement planning begins in your youth. This episode digs into the easy steps, the smart moves and how to prepare for the next stages.
Stick around for the last five minutes where the two address Five Key Steps to Getting Retirement Planning Right in our Five in Five segment.
OUR APPROACH
Today's investor needs more than a portfolio manager, they need a dedicated financial consultant who can professionally evaluate all elements that make up your financial landscape and offer customized strategies that achieve your goals.
Bradford Financial Center advisors evaluate your risk, tax liability, retirement planning, legal obligations, and more and then advise only on investments and strategies that make sense to your financial situation.
OUR WEALTH MANAGEMENT SERVICES
Bradford Financial Center offers individual and corporate services in:
- Financial Consulting
- Investments
- Tax-savings Strategies
- Feasibility Studies
- Risk Management
- Retirement and Estate Planning, Trust Planning
- Business Development and Business Valuations
WE'RE SOCIAL
Connect with us to read the latest financial trends and market updates.
SUBSCRIBE
To receive our monthly financial news email in your inbox, subscribe HERE.
DISCLAIMER: This podcast is for general information and educational purposes only and is not intended to be specific advice for any individual. Consult your financial professional regarding your personal situation.
In this episode, Bradford Financial Center's financial advisors, Shallon Weis and Jim Tausz get real about how to pay for college if you are a student or parent who didn't save along the way. College might look different in this situation, but we'll cover the ways you can wrangle up the money and still earn a degree.
Stick around for the last five minutes where the two address Five Ways to Set a Budget for College Students in our Five in Five segment.
OUR APPROACH
Today's investor needs more than a portfolio manager, they need a dedicated financial consultant who can professionally evaluate all elements that make up your financial landscape and offer customized strategies that achieve your goals.
Bradford Financial Center advisors evaluate your risk, tax liability, retirement planning, legal obligations, and more and then advise only on investments and strategies that make sense to your financial situation.
OUR WEALTH MANAGEMENT SERVICES
Bradford Financial Center offers individual and corporate services in:
- Financial Consulting
- Investments
- Tax-savings Strategies
- Feasibility Studies
- Risk Management
- Retirement and Estate Planning, Trust Planning
- Business Development and Business Valuations
WE'RE SOCIAL
Connect with us to read the latest financial trends and market updates.
SUBSCRIBE
To receive our monthly financial news email in your inbox, subscribe HERE.
DISCLAIMER: This podcast is for general information and educational purposes only and is not intended to be specific advice for any individual. Consult your financial professional regarding your personal situation.
In this episode, Bradford Financial Center's financial advisors, Shallon Weis and Jim Tausz discuss the ways parents and students can ramp up their college savings if their student is entering high school. If college savings caught you off-guard, you're not alone, but there are some strategic moves you can make to put you in a better position with your college-bound student.
Hang around for the last minutes where the two address Five smart and creative budgeting tips for college students in our Five in Five segment.
OUR APPROACH
Today's investor needs more than a portfolio manager, they need a dedicated financial consultant who can professionally evaluate all elements that make up your financial landscape and offer customized strategies that achieve your goals.
Bradford Financial Center advisors evaluate your risk, tax liability, retirement planning, legal obligations, and more and then advise only on investments and strategies that make sense to your financial situation.
OUR WEALTH MANAGEMENT SERVICES
Bradford Financial Center offers individual and corporate services in:
- Financial Consulting
- Investments
- Tax-savings Strategies
- Feasibility Studies
- Risk Management
- Retirement and Estate Planning, Trust Planning
- Business Development and Business Valuations
WE'RE SOCIAL
Connect with us to read the latest financial trends and market updates.
SUBSCRIBE
To receive our monthly financial news email in your inbox, subscribe HERE.
DISCLAIMER: This podcast is for general information and educational purposes only and is not intended to be specific advice for any individual. Consult your financial professional regarding your personal situation.
In this episode, Bradford Financial Center's financial advisors, Shallon Weis and Jim Tausz walk through smarter strategic plans that parents and students can start to implement at any part of their college planning journey – whether their child is still potty training or they are in high school and starting to do campus tours.
Stick around for the last five minutes where the two address Five Ways to Keep College Costs Down in our Five in Five segment.
OUR APPROACH
Today's investor needs more than a portfolio manager, they need a dedicated financial consultant who can professionally evaluate all elements that make up your financial landscape and offer customized strategies that achieve your goals.
Bradford Financial Center advisors evaluate your risk, tax liability, retirement planning, legal obligations, and more and then advise only on investments and strategies that make sense to your financial situation.
OUR WEALTH MANAGEMENT SERVICES
Bradford Financial Center offers individual and corporate services in:
- Financial Consulting
- Investments
- Tax-savings Strategies
- Feasibility Studies
- Risk Management
- Retirement and Estate Planning, Trust Planning
- Business Development and Business Valuations
WE'RE SOCIAL
Connect with us to read the latest financial trends and market updates.
SUBSCRIBE
To receive our monthly financial news email in your inbox, subscribe HERE.
DISCLAIMER: This podcast is for general information and educational purposes only and is not intended to be specific advice for any individual. Consult your financial professional regarding your personal situation.
In this episode, Bradford Financial Center's financial advisors, Shallon Weis and Jim Tausz share valuable professional advice on making money-saving moves that can save you a bundle and get you to your budgeting goals faster.
Tune in to the last five minutes where our Five in Five segment rounds out this episode by diving into the best ways to Budget for Buying a Home.
OUR APPROACH
Today's investor needs more than a portfolio manager, they need a dedicated financial consultant who can professionally evaluate all elements that make up your financial landscape and offer customized strategies that achieve your goals.
Bradford Financial Center advisors evaluate your risk, tax liability, retirement planning, legal obligations, and more and then advise only on investments and strategies that make sense to your financial situation.
OUR WEALTH MANAGEMENT SERVICES
Bradford Financial Center offers individual and corporate services in:
- Financial Consulting
- Investments
- Tax-savings Strategies
- Feasibility Studies
- Risk Management
- Retirement and Estate Planning, Trust Planning
- Business Development and Business Valuations
WE'RE SOCIAL
Connect with us to read the latest financial trends and market updates.
SUBSCRIBE
To receive our monthly financial news email in your inbox, subscribe HERE.
DISCLAIMER: This podcast is for general information and educational purposes only and is not intended to be specific advice for any individual. Consult your financial professional regarding your personal situation.
In this episode, Bradford Financial Center's financial advisors, Shallon Weis and Jim Tausz share tactical ways to make budgeting easier. Whether you're just starting out or need some fast-track ways to get your financial house in order, this episode will help you gain valuable insight on setting goals, saving more, spending less, and achieving your financial objectives.
Stick around for the last five minutes where the two address today's Five in Five segment that delivers tips on important financial topics you need to know about the 50/20/30 Budget Rule and why it works!
OUR APPROACH
Today's investor needs more than a portfolio manager, they need a dedicated financial consultant who can professionally evaluate all elements that make up your financial landscape and offer customized strategies that achieve your goals.
Bradford Financial Center advisors evaluate your risk, tax liability, retirement planning, legal obligations, and more and then advise only on investments and strategies that make sense to your financial situation.
OUR WEALTH MANAGEMENT SERVICES
Bradford Financial Center offers individual and corporate services in:
- Financial Consulting
- Investments
- Tax-savings Strategies
- Feasibility Studies
- Risk Management
- Retirement and Estate Planning, Trust Planning
- Business Development and Business Valuations
WE'RE SOCIAL
Connect with us to read the latest financial trends and market updates.
SUBSCRIBE
To receive our monthly financial news email in your inbox, subscribe HERE.
DISCLAIMER: This podcast is for general information and educational purposes only and is not intended to be specific advice for any individual. Consult your financial professional regarding your personal situation.
In this episode, Bradford Financial Center's financial advisors, Shallon Weis and Jim Tausz deliver better ways to assess and clean up debt. Before you can ace budgeting it's critical to address and reduce your current debt. But how? We'll discuss and compare the two varying methods, the Snowball Effect, and the Avalanche Method to help you decide the best method to tackle your debt and build a healthy foundation for budgeting and financial growth.
Stick around for the last five minutes where the two address Five Fast Ways to Attack Debt in our Five in Five segment.
OUR APPROACH
Today's investor needs more than a portfolio manager, they need a dedicated financial consultant who can professionally evaluate all elements that make up your financial landscape and offer customized strategies that achieve your goals.
Bradford Financial Center advisors evaluate your risk, tax liability, retirement planning, legal obligations, and more and then advise only on investments and strategies that make sense to your financial situation.
OUR WEALTH MANAGEMENT SERVICES
Bradford Financial Center offers individual and corporate services in:
- Financial Consulting
- Investments
- Tax-savings Strategies
- Feasibility Studies
- Risk Management
- Retirement and Estate Planning, Trust Planning
- Business Development and Business Valuations
WE'RE SOCIAL
Connect with us to read the latest financial trends and market updates.
SUBSCRIBE
To receive our monthly financial news email in your inbox, subscribe HERE.
DISCLAIMER: This podcast is for general information and educational purposes only and is not intended to be specific advice for any individual. Consult your financial professional regarding your personal situation.