Latest Episodes
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...
Episode 14 | Financial Train Wrecks & How to Avoid Them
At Bradford Financial Center, we’ve seen it all, the good, the bad, and the downright ugly of the financial world. In this episode, financial advisors Shallon Weis and...
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 ...
