22 episodes

Young families receive little to no personal finance help. We all grow up to have jobs and money, yet our education system focuses on Shakespeare and Algebra. Even professional advice can be hard to come by, with the majority of the industry chasing retirees and existing wealth.

Joe Okaly's podcast is aiming to change this, providing personal financial advice geared specifically to professionals with young families. This podcast is dedicated to making life more enjoyable for young families, by hitting on the financial topics that tend to weigh on us, stress us out, and distract our focus from simply enjoying life.

Joseph P Okaly is a CFP Certified Financial Advisor who fits directly in with who this podcast is focused on - a young professional with a family. With over a decade of experience as an advisor, there is passion and knowledge to make a difference.

Securities offered through TFS Securities, Inc., Advisory Services through TFS Advisory Services, a SEC Registered Investment Advisor Member FINRA / SIPC. TFS Securities, Inc. located at 437 Newman Springs Road, Lincroft, NJ 07738 (732) 758-9300.

Enjoy More 30s: Family Finance Joseph P. Okaly

    • Education
    • 5.0 • 9 Ratings

Young families receive little to no personal finance help. We all grow up to have jobs and money, yet our education system focuses on Shakespeare and Algebra. Even professional advice can be hard to come by, with the majority of the industry chasing retirees and existing wealth.

Joe Okaly's podcast is aiming to change this, providing personal financial advice geared specifically to professionals with young families. This podcast is dedicated to making life more enjoyable for young families, by hitting on the financial topics that tend to weigh on us, stress us out, and distract our focus from simply enjoying life.

Joseph P Okaly is a CFP Certified Financial Advisor who fits directly in with who this podcast is focused on - a young professional with a family. With over a decade of experience as an advisor, there is passion and knowledge to make a difference.

Securities offered through TFS Securities, Inc., Advisory Services through TFS Advisory Services, a SEC Registered Investment Advisor Member FINRA / SIPC. TFS Securities, Inc. located at 437 Newman Springs Road, Lincroft, NJ 07738 (732) 758-9300.

    Step Up! The Gain is Gone | Series 3.5

    Step Up! The Gain is Gone | Series 3.5

    Special rules as of Spring 2021 that allow certain assets to forgive 100% of all the taxable gains - do your parents have any of these accounts?
    Securities offered through TFS Securities, Inc., Advisory Services through TFS Advisory Services, a SEC Registered Investment Advisor Member FINRA / SIPC. TFS Securities, Inc. located at 437 Newman Springs Road, Lincroft, NJ 07738 (732) 758-9300.

    • 9 min
    Inheriting Assets, Opportunities, and Headaches | Series 3.4

    Inheriting Assets, Opportunities, and Headaches | Series 3.4

    What are the main issues you should look out for and try to avoid ahead of time?
    Securities offered through TFS Securities, Inc., Advisory Services through TFS Advisory Services, a SEC Registered Investment Advisor Member FINRA / SIPC. TFS Securities, Inc. located at 437 Newman Springs Road, Lincroft, NJ 07738 (732) 758-9300.

    • 7 min
    What About Mom? Surviving Spouse = CFO | Series 3.3

    What About Mom? Surviving Spouse = CFO | Series 3.3

    Which parent handles the finances? It very well may not be the surviving spouse.
    Securities offered through TFS Securities, Inc., Advisory Services through TFS Advisory Services, a SEC Registered Investment Advisor Member FINRA / SIPC. TFS Securities, Inc. located at 437 Newman Springs Road, Lincroft, NJ 07738 (732) 758-9300.

    • 9 min
    Your Parents Trust Their Advisor | Series 3.2

    Your Parents Trust Their Advisor | Series 3.2

    Do you ever stop and think who your parents are actually taking their advice from?
    Securities offered through TFS Securities, Inc., Advisory Services through TFS Advisory Services, a SEC Registered Investment Advisor Member FINRA / SIPC. TFS Securities, Inc. located at 437 Newman Springs Road, Lincroft, NJ 07738 (732) 758-9300.

    • 9 min
    How to Talk With Parents About Money | Series 3.1

    How to Talk With Parents About Money | Series 3.1

    Being able to talk to you parents about money may be more important than you think.
    Securities offered through TFS Securities, Inc., Advisory Services through TFS Advisory Services, a SEC Registered Investment Advisor Member FINRA / SIPC. TFS Securities, Inc. located at 437 Newman Springs Road, Lincroft, NJ 07738 (732) 758-9300.

    • 11 min
    Your Money Multiplier Series Recap | Series 2.9

    Your Money Multiplier Series Recap | Series 2.9

    A quick review of all 8 Your Money Multiplier Episodes to help you take positive action.
    Securities offered through TFS Securities, Inc., Advisory Services through TFS Advisory Services, a SEC Registered Investment Advisor Member FINRA / SIPC. TFS Securities, Inc. located at 437 Newman Springs Road, Lincroft, NJ 07738 (732) 758-9300.

    • 14 min

Customer Reviews

5.0 out of 5
9 Ratings

9 Ratings

kcamp24 ,

Educational, relatable, and quick!

It can be daunting trying to figure out how to save for a wedding, car, house, etc.... Joe does a great job of providing information without leaving me overwhelmed!!

gameiiiiiii ,

Exceptionally easy to understand

Thank you for lessening my anxiety each week by simplifying my financial outlook and preparation for the future. Your easy manner and analogies into your family life allow each step to be uncomplicated and tension-free.

lexborino ,

SO good!

Joe is SO relatable! This is not just your typical run of the mill finance podcast. This is something anyone & everyone can listen to and learn from! I have basically zero knowledge when it comes to finances, kinda just do as I’m told but after episode 1, I already feel soo much more confident! Coming into 2021 ready to get it together! Thanks Joe!

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