All Episodes
Displaying 1 - 13 of 13 in total
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...
Episode 08 | Stages of Retirement Planning: Prepping for Your Exit Plan
In this episode, Bradford Financial Center's financial advisors, Shallon Weis and Jim Tausz continue the podcast series on Retirement Planning. We covered the first st...
Episode 07 | Stages of Retirement Planning: Pre-Retirement
Today we’re going to talk about Retirement Planning and we’ll focus on the pre-planning part of retirement. It's an area that is often overlooked by blogs and planners...
Episode 06 | How to Pay for College When You're Running Out of Time
We're covering all aspects of paying for college in these podcasts. Whether you have lots of time, need to set expectations with your student, or are staring at upcomi...
Episode 05 | Pre-planning for College Savings
We're covering all aspects of paying for college in these podcasts. Whether you have lots of time, need to set expectations with your student, or are staring at upcomi...
Episode 04 | College Planning: Exploring Strategies for Parents and Students
Today we’re talking about College Planning and the strategies parents and students should consider as they prepare for the cost of tuition. Stick around for our Five i...
Episode 03 | Budgeting & Unexpected Ways to Save Money
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 sa...
Episode 02 | Budgeting & Smart Ways to Lay a Strong Foundation
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, ...
Episode 01 | Budgeting & Tackling Debt
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 budgeti...
