Latest Episodes
When to Hire a Financial Advisor: Milestones that Should Motivate You
Episode Title: When to Hire a Financial Advisor: Milestones that Should Motivate You In this episode of Your Wealth Journey, produced by Bradford Financial Center, fin...
Episode 20 | Money and Mental Wellness: How Financial Planning Reduces Stress
Episode Title: Money and Mental Wellness: How Financial Planning Reduces Stress In this episode of Your Wealth Journey, produced by Bradford Financial Center, financi...
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 Income In this episode of Your Wealth Journey, produced by Bradford Financial Ce...
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 Age In this episode of Your Wealth Journey, financial advisors Shallon Weis, CFP®, AIF®, and Jim ...
Episode 17 | Family Business Succession Planning & Avoiding Common Pitfalls
Episode Title: Family Business Succession Planning: Building a Legacy That Lasts In this episode of Your Wealth Journey, financial advisors Shallon Weis and Jim Tausz ...
