Latest Episodes
Episode 19 | Investing with Taxes in Mind: Strategies to Reduce Tax Liability at Any Income Level
Episode Title: Investing with Taxes in Mind: Strategies to Reduce Tax Liability at Any IncomeIn this episode of Your Wealth Journey, produced by Bradford Financial Cen...
Episode 18 | How to Talk to Your Kids About Money: Tools for Every Age
Episode Title: How to Talk to Your Kids About Money: Tools for Every AgeIn this episode of Your Wealth Journey, financial advisors Shallon Weis, CFP®, AIF®, and Jim T...
Episode 17 | Family Business Succession Planning & Avoiding Common Pitfalls
Episode Title: Family Business Succession Planning: Building a Legacy That LastsIn this episode of Your Wealth Journey, financial advisors Shallon Weis and Jim Tausz o...
Episode 16 | Understanding the 2025 Tax Code Changes
In this episode of Your Wealth Journey, financial advisors Shallon Weis and Jim Tausz unpack the upcoming 2025 tax code changes—what’s shifting, who it impacts, and ho...
Episode 15 | Should I Pay Off My Mortgage Early?
“Should I pay off my mortgage early?” It’s one of the most common questions we hear, and one of the trickiest to answer. In this episode, financial advisors Shallon We...
