Small Changes, Big Results | Your Wealth Journey Podcast

May 29 2024

Small Changes, Big Results | Your Wealth Journey Podcast artwork

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

May 29 2024 12 mins

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 plan

Episode 12 | Financially Preparing for Life Stages Ahead

Mar 15 2024 9 mins

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 digni

Episode 11 | Understanding Insurance Products

Feb 12 2024 10 mins

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 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 pla

Episode 10 | Tax Planning and Tax Saving

Dec 05 2023 13 mins

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 wh

Episode 09 | Stages of Retirement Planning: Post Retirement Investing

Feb 17 2023 11 mins

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-retiremen

Episode 08 | Stages of Retirement Planning: Prepping for Your Exit Plan

Feb 17 2023 9 mins

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 shou

Episode 07 | Stages of Retirement Planning: Pre-Retirement

Oct 26 2022 11 mins

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. We always think of the road to retirement as being the last 5 to 10 years before we retire. But it’s important to plan so much earlier, so to the 20–40-year-olds, this podcast is for you!

Episode 06 | How to Pay for College When You're Running Out of Time

May 10 2022 8 mins

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 upcoming college campus tours with your student wondering where the money is coming from, Bradford's financial advisors break down your options. In this episode, we explore the creative options students and parents have whe

Episode 05 | Pre-planning for College Savings

May 10 2022 10 mins

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 upcoming college campus tours with your student wondering where the money is coming from, Bradford's financial advisors break down your options. In this episode, we look through the lens where parents and students have the

Episode 04 | College Planning: Exploring Strategies for Parents and Students

May 10 2022 21 mins

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 in Five Segment in the last five minutes of our podcast to get our Tips for Keeping Student Debt Down.