Latest Episodes
Episode 13 | Estate Planning & Helping the Next Generation Grow Their Wealth
When you have the luxury of an estate plan, it goes without saying you want it to be well-managed long after you’re gone. From family to business succession planning t...
Episode 12 | Financially Preparing for Life Stages Ahead
In this episode, Bradford Financial Center's financial advisors, Shallon Weis and Jim Tausz share valuable professional advice on later-in-life living. It’s a concern ...
Episode 11 | Understanding Insurance Products
Understanding Insurance ProductsIt’s a complicated world when you’re shopping for insurance products and coverage. Whether you're bridging the gap from employer-funded...
Episode 10 | Tax Planning and Tax Saving
In this episode, Bradford Financial Center's financial advisors, Shallon Weis and Jim Tausz continue the podcast series on Tax Planning and Tax Saving. Taxes are alway...
Episode 09 | Stages of Retirement Planning: Post Retirement Investing
In this episode, Bradford Financial Center's financial advisors, Shallon Weis and Jim Tausz continue the podcast series on Retirement Planning. Throughout this retirem...
