17 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.

    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
    Stock Option Mayhem! | Series 2.8

    Stock Option Mayhem! | Series 2.8

    Make sense of all those restricted stock (RSU), stock options, and stock purchase plans (ESPP) into a plan that can most benefit you.
    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.

    • 16 min
    Make Irregular Income? Have Regular Pay | Series 2.7

    Make Irregular Income? Have Regular Pay | Series 2.7

    If a large part of your income is variable, commission, or bonus derived, you can actually turn this into a much more manageable, monthly, systematic paycheck to yourself.
    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
    The 7 Year Task: Legal Docs | Series 2.6

    The 7 Year Task: Legal Docs | Series 2.6

    One of the most important things you can possibly do for your family’s protection, and yet is often the one thing many young families ignore the longest.
    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
    Stocks Lead, Don't Follow | Series 2.5

    Stocks Lead, Don't Follow | Series 2.5

    Learn what tends to actually drive volatility in the market, and why many investors miss out because of it.
    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.

    • 8 min
    36%: The Golden Cash Flow Ratio | Series 2.4

    36%: The Golden Cash Flow Ratio | Series 2.4

    Stop wasting countless hours budgeting - find out how much additional you may be able to save in 15 minutes or less.
    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

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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