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, saving more, spending less, and achieving your financial objectives. Bradford Financial Center's financial advisors, Shallon Weis and Jim Tausz share tactical ways to make budgeting easier.
In this episode, Bradford Financial Center's financial advisors, Shallon Weis and Jim Tausz share tactical ways to make budgeting easier. 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, saving more, spending less, and achieving your financial objectives.
Stick around for the last five minutes where the two address today's Five in Five segment that delivers tips on important financial topics you need to know about the 50/20/30 Budget Rule and why it works!
OUR APPROACH
Today's investor needs more than a portfolio manager, they need a dedicated financial consultant who can professionally evaluate all elements that make up your financial landscape and offer customized strategies that achieve your goals.
Bradford Financial Center advisors evaluate your risk, tax liability, retirement planning, legal obligations, and more and then advise only on investments and strategies that make sense to your financial situation.
OUR WEALTH MANAGEMENT SERVICES
Bradford Financial Center offers individual and corporate services in:
Stick around for the last five minutes where the two address today's Five in Five segment that delivers tips on important financial topics you need to know about the 50/20/30 Budget Rule and why it works!
OUR APPROACH
Today's investor needs more than a portfolio manager, they need a dedicated financial consultant who can professionally evaluate all elements that make up your financial landscape and offer customized strategies that achieve your goals.
Bradford Financial Center advisors evaluate your risk, tax liability, retirement planning, legal obligations, and more and then advise only on investments and strategies that make sense to your financial situation.
OUR WEALTH MANAGEMENT SERVICES
Bradford Financial Center offers individual and corporate services in:
- Financial Consulting
- Investments
- Tax-savings Strategies
- Feasibility Studies
- Risk Management
- Retirement and Estate Planning, Trust Planning
- Business Development and Business Valuations
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DISCLAIMER: This podcast is for general information and educational purposes only and is not intended to be specific advice for any individual. Consult your financial professional regarding your personal situation.
