16 episodes
Small Changes, Big Results | Your Wealth Journey Podcast Shallon Weis, CFP
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Bradford Financial Center, a national wealth management company, delivers a financial advisor's simple approach to making small changes that can result in big results for your financial future. From budgeting, tax planning, and saving for retirement to college planning, smarter insurance solutions, and building wealth, the practical advice is easy to apply for investors at any level.
All episodes include a "Five in Five" segment where we break down quick-hit financial trends for their listeners.
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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 to trusts, there are many options around setting the next generation up for success. In this episode, Bradford Financial Center's financial advisors, Shallon Weis and Jim Tausz discuss the ins and outs of estate planning outside of your wealth.
Stick around for the last five minutes where our Five in Five segment keeps unwrapping this topic to answer Five Tax-Saving Ways to Transfer Wealth.
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 ConsultingInvestmentsTax-savings StrategiesFeasibility StudiesRisk ManagementRetirement and Estate Planning, Trust PlanningBusiness Development and Business ValuationsWE'RE SOCIAL
Connect with us to read the latest financial trends and market updates.
Facebook
Instagram
LinkedIn
SUBSCRIBE
To receive our monthly financial news email in your inbox, subscribe HERE.
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 situation. -
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 we all have, whether we’re caring for aging parents with compassion or considering long-term care for ourselves the road to aging is met with many questions about how to make the money last, how to live with dignity your way, and alternatives to long-term care facilities. We’ll unpack it all.
Tune in to the last five minutes where our Five in Five segment answers Five of our Biggest Long-term Care Questions.
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 ConsultingInvestmentsTax-savings StrategiesFeasibility StudiesRisk ManagementRetirement and Estate Planning, Trust PlanningBusiness Development and Business ValuationsWE'RE SOCIAL
Connect with us to read the latest financial trends and market updates.
Facebook
Instagram
LinkedIn
SUBSCRIBE
To receive our monthly financial news email in your inbox, subscribe HERE.
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. -
Episode 11 | Understanding Insurance Products
Understanding Insurance Products
It’s a complicated world when you’re shopping for insurance products and coverage. Whether you're bridging the gap from employer-funded health insurance with the exchange or are considering your Medicare options, the Bradford team brings in the experts to break down the options on the open market and considerations when you’re choosing your plan. Let’s sort through the options together with Bradford Financial Center's financial advisor, Shallon Weis.
Tune in to the last five minutes where our Five in Five segment delivers Five Insurance Mistakes and Tips on How to Avoid Making Them!
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 ConsultingInvestmentsTax-savings StrategiesFeasibility StudiesRisk ManagementRetirement and Estate Planning, Trust PlanningBusiness Development and Business ValuationsWE'RE SOCIAL
Connect with us to read the latest financial trends and market updates.
Facebook
Instagram
LinkedIn
SUBSCRIBE
To receive our monthly financial news email in your inbox, subscribe HERE.
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. -
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 always a topic that's in season because our financial moves all year long impact our taxes. This episode dives into the financial strategies for saving on your tax bill come April.
Stick around for the last five minutes where the two address Five Smart Tax Saving-Tips in our Five in Five segment.
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 ConsultingInvestmentsTax-savings StrategiesFeasibility StudiesRisk ManagementRetirement and Estate Planning, Trust PlanningBusiness Development and Business ValuationsWE'RE SOCIAL
Connect with us to read the latest financial trends and market updates.
Facebook
Instagram
LinkedIn
SUBSCRIBE
To receive our monthly financial news email in your inbox, subscribe HERE.
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. -
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 retirement planning series, we've walked through the phases of retirement planning from the work you need to do in your early years, how to plan your actual job exit, and now this episode where we'll cover the post-retirement planning now that you've taken the leap to this new and exciting phase.
Stick around for the last five minutes where the two address Five Reasons Communicating Your Retirement Plans Matters in our Five in Five segment.
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 ConsultingInvestmentsTax-savings StrategiesFeasibility StudiesRisk ManagementRetirement and Estate Planning, Trust PlanningBusiness Development and Business ValuationsWE'RE SOCIAL
Connect with us to read the latest financial trends and market updates.
Facebook
Instagram
LinkedIn
SUBSCRIBE
To receive our monthly financial news email in your inbox, subscribe HERE.
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. -
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 stage of retirement planning which begins in your youth. This episode sets the stage and the preparations for our next podcast in this retirement planning series that focuses on post-retirement and the concerns you should be aware of at that stage.
Stick around for the last five minutes where the two address Five Important Factors for Building Your Retirement Teamin our Five in Five segment.
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 ConsultingInvestmentsTax-savings StrategiesFeasibility StudiesRisk ManagementRetirement and Estate Planning, Trust PlanningBusiness Development and Business ValuationsWE'RE SOCIAL
Connect with us to read the latest financial trends and market updates.
Facebook
Instagram
LinkedIn
SUBSCRIBE
To receive our monthly financial news email in your inbox, subscribe HERE.
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.