Small Changes, Big Results | Your Wealth Journey Podcast Transistor (https://transistor.fm) https://feeds.transistor.fm/small-changes-big-results-your-wealth-journey-podcast 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. © 2026 Shallon Weis, CFP 02a03644-ad82-558f-9fe1-f0ddc2356ef9 no en Thu, 15 Jan 2026 13:20:03 -0600 Fri, 06 Mar 2026 11:04:46 -0600 https://www.bradfordfinancialcenter.com/podcast https://img.transistorcdn.com/cxJ5kMoup6yMlKjoTBwvuBLXxC61Q18nGSN-hmNQ62k/rs:fill:0:0:1/w:1400/h:1400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9zaG93/LzI5MzMwLzE2NDgx/NjI2MTgtYXJ0d29y/ay5qcGc.jpg Small Changes, Big Results | Your Wealth Journey Podcast https://www.bradfordfinancialcenter.com/podcast episodic Shallon Weis, CFP 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. 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. investing, financial planning, wealth management, retirement planning, taxes, accounting, investments, estate planning Shallon Weis, CFP No No Episode 19 | Investing with Taxes in Mind: Strategies to Reduce Tax Liability at Any Income Level 19 19 Episode 19 | Investing with Taxes in Mind: Strategies to Reduce Tax Liability at Any Income Level full a24f6392-fec6-4bfa-9083-33a012527320 https://share.transistor.fm/s/71289bda Episode Title: Investing with Taxes in Mind: Strategies to Reduce Tax Liability at Any Income


In this episode of Your Wealth Journey, produced by Bradford Financial Center, financial advisors Shallon Weis, CFP®, AIF®, and Jim Tausz, CFP®, AIF®, break down how smart investing is not just about what you earn…it’s about what you keep.


From understanding how “tax drag” can quietly reduce your long-term returns, to choosing the right mix of Roth, traditional, and taxable accounts based on your current income level, Shallon and Jim walk listeners through practical ways to build a more tax-efficient investment strategy over time. They explore key concepts like asset location (where different investments should live), long-term vs. short-term capital gains timing, tax-loss harvesting, and powerful charitable giving strategies like donating appreciated stock, donor-advised funds, and qualified charitable distributions.


Whether you’re early in your investing journey or already building wealth for retirement, this episode offers clear guidance and actionable tips to help you reduce unnecessary tax exposure while staying focused on your long-term financial goals.


Stay tuned for the Five in Five segment at the end, where Shallon and Jim share five quick ways to make your portfolio more tax-efficient, including account “bucket” planning, holding-period awareness, tax-advantaged tools, charitable giving strategies, and why regular plan reviews are essential for keeping your taxes and your investments working together.


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

WE'RE SOCIAL

Connect with us to read the latest financial trends and market updates.

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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 situation.

]]> Episode Title: Investing with Taxes in Mind: Strategies to Reduce Tax Liability at Any Income


In this episode of Your Wealth Journey, produced by Bradford Financial Center, financial advisors Shallon Weis, CFP®, AIF®, and Jim Tausz, CFP®, AIF®, break down how smart investing is not just about what you earn…it’s about what you keep.


From understanding how “tax drag” can quietly reduce your long-term returns, to choosing the right mix of Roth, traditional, and taxable accounts based on your current income level, Shallon and Jim walk listeners through practical ways to build a more tax-efficient investment strategy over time. They explore key concepts like asset location (where different investments should live), long-term vs. short-term capital gains timing, tax-loss harvesting, and powerful charitable giving strategies like donating appreciated stock, donor-advised funds, and qualified charitable distributions.


Whether you’re early in your investing journey or already building wealth for retirement, this episode offers clear guidance and actionable tips to help you reduce unnecessary tax exposure while staying focused on your long-term financial goals.


Stay tuned for the Five in Five segment at the end, where Shallon and Jim share five quick ways to make your portfolio more tax-efficient, including account “bucket” planning, holding-period awareness, tax-advantaged tools, charitable giving strategies, and why regular plan reviews are essential for keeping your taxes and your investments working together.


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

WE'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.

]]> Thu, 15 Jan 2026 13:20:03 -0600 Shallon Weis, CFP Shallon Weis, CFP 1152 Episode Title: Investing with Taxes in Mind: Strategies to Reduce Tax Liability at Any Income


In this episode of Your Wealth Journey, produced by Bradford Financial Center, financial advisors Shallon Weis, CFP®, AIF®, and Jim Tausz, CFP®, AIF®, break down how smart investing is not just about what you earn…it’s about what you keep.


From understanding how “tax drag” can quietly reduce your long-term returns, to choosing the right mix of Roth, traditional, and taxable accounts based on your current income level, Shallon and Jim walk listeners through practical ways to build a more tax-efficient investment strategy over time. They explore key concepts like asset location (where different investments should live), long-term vs. short-term capital gains timing, tax-loss harvesting, and powerful charitable giving strategies like donating appreciated stock, donor-advised funds, and qualified charitable distributions.


Whether you’re early in your investing journey or already building wealth for retirement, this episode offers clear guidance and actionable tips to help you reduce unnecessary tax exposure while staying focused on your long-term financial goals.


Stay tuned for the Five in Five segment at the end, where Shallon and Jim share five quick ways to make your portfolio more tax-efficient, including account “bucket” planning, holding-period awareness, tax-advantaged tools, charitable giving strategies, and why regular plan reviews are essential for keeping your taxes and your investments working together.


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

WE'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.

]]> investing, financial planning, wealth management, retirement planning, taxes, accounting, investments, estate planning No Episode 18 | How to Talk to Your Kids About Money: Tools for Every Age 18 18 Episode 18 | How to Talk to Your Kids About Money: Tools for Every Age full 69f4c127-385e-4764-a6f8-be75df488c0d https://share.transistor.fm/s/fb112e76 Episode Title:  How to Talk to Your Kids About Money: Tools for Every Age


In this episode of Your Wealth Journey, financial advisors Shallon Weis, CFP®, AIF®, and Jim Tausz, CFP®, AIF®, unpack one of the most important lessons parents can teach...how to talk to your kids about money.


From preschoolers learning the basics of saving, spending, and giving, to teens managing their first paychecks or budgeting for college, Shallon and Jim share age-appropriate strategies to make financial education part of everyday life. They explore fun, practical tools like the three-jar system, kid-friendly allowance apps, games that teach money management, and creative ways to involve kids in real family budgeting.


Whether you’re just starting the conversation or looking for new ways to make money lessons stick, this episode offers encouragement, expert insight, and simple ideas for raising confident, financially capable kids.


Stay tuned for the Five in Five segment at the end, where Shallon and Jim share five top resources to help your family make money lessons fun, hands-on, and meaningful.


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

WE'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 Title:  How to Talk to Your Kids About Money: Tools for Every Age


In this episode of Your Wealth Journey, financial advisors Shallon Weis, CFP®, AIF®, and Jim Tausz, CFP®, AIF®, unpack one of the most important lessons parents can teach...how to talk to your kids about money.


From preschoolers learning the basics of saving, spending, and giving, to teens managing their first paychecks or budgeting for college, Shallon and Jim share age-appropriate strategies to make financial education part of everyday life. They explore fun, practical tools like the three-jar system, kid-friendly allowance apps, games that teach money management, and creative ways to involve kids in real family budgeting.


Whether you’re just starting the conversation or looking for new ways to make money lessons stick, this episode offers encouragement, expert insight, and simple ideas for raising confident, financially capable kids.


Stay tuned for the Five in Five segment at the end, where Shallon and Jim share five top resources to help your family make money lessons fun, hands-on, and meaningful.


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

WE'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.

]]> Mon, 01 Dec 2025 08:59:00 -0600 Shallon Weis, CFP Shallon Weis, CFP 1035 Episode Title:  How to Talk to Your Kids About Money: Tools for Every Age


In this episode of Your Wealth Journey, financial advisors Shallon Weis, CFP®, AIF®, and Jim Tausz, CFP®, AIF®, unpack one of the most important lessons parents can teach...how to talk to your kids about money.


From preschoolers learning the basics of saving, spending, and giving, to teens managing their first paychecks or budgeting for college, Shallon and Jim share age-appropriate strategies to make financial education part of everyday life. They explore fun, practical tools like the three-jar system, kid-friendly allowance apps, games that teach money management, and creative ways to involve kids in real family budgeting.


Whether you’re just starting the conversation or looking for new ways to make money lessons stick, this episode offers encouragement, expert insight, and simple ideas for raising confident, financially capable kids.


Stay tuned for the Five in Five segment at the end, where Shallon and Jim share five top resources to help your family make money lessons fun, hands-on, and meaningful.


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

WE'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.

]]> investing, financial planning, wealth management, retirement planning, taxes, accounting, investments, estate planning No Episode 17 | Family Business Succession Planning & Avoiding Common Pitfalls 17 17 Episode 17 | Family Business Succession Planning & Avoiding Common Pitfalls full 6bc6f78b-2715-40c9-b563-f6bef9385b05 https://share.transistor.fm/s/76fbd110 Episode Title: Family Business Succession Planning: Building a Legacy That Lasts


In this episode of Your Wealth Journey, financial advisors Shallon Weis and Jim Tausz of Bradford Financial Center dive into one of the most emotional and essential topics for business owners: family business succession planning.


Together, they explore why so many family businesses struggle to transition smoothly, what proactive steps can secure your legacy, and how early, thoughtful planning can protect both relationships and financial futures.


From common pitfalls to smart strategies, this episode offers practical, experience-based advice from Jim’s 50+ years in financial planning and firsthand succession experience.


Stay tuned for the Five in Five segment at the end, where Shallon and Jim share five actionable tips for crafting a succession plan that stands the test of time so your business, and your family, can thrive for generations to come.


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

WE'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 Title: Family Business Succession Planning: Building a Legacy That Lasts


In this episode of Your Wealth Journey, financial advisors Shallon Weis and Jim Tausz of Bradford Financial Center dive into one of the most emotional and essential topics for business owners: family business succession planning.


Together, they explore why so many family businesses struggle to transition smoothly, what proactive steps can secure your legacy, and how early, thoughtful planning can protect both relationships and financial futures.


From common pitfalls to smart strategies, this episode offers practical, experience-based advice from Jim’s 50+ years in financial planning and firsthand succession experience.


Stay tuned for the Five in Five segment at the end, where Shallon and Jim share five actionable tips for crafting a succession plan that stands the test of time so your business, and your family, can thrive for generations to come.


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

WE'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.

]]> Mon, 24 Nov 2025 09:46:36 -0600 Shallon Weis, CFP Shallon Weis, CFP 650 Episode Title: Family Business Succession Planning: Building a Legacy That Lasts


In this episode of Your Wealth Journey, financial advisors Shallon Weis and Jim Tausz of Bradford Financial Center dive into one of the most emotional and essential topics for business owners: family business succession planning.


Together, they explore why so many family businesses struggle to transition smoothly, what proactive steps can secure your legacy, and how early, thoughtful planning can protect both relationships and financial futures.


From common pitfalls to smart strategies, this episode offers practical, experience-based advice from Jim’s 50+ years in financial planning and firsthand succession experience.


Stay tuned for the Five in Five segment at the end, where Shallon and Jim share five actionable tips for crafting a succession plan that stands the test of time so your business, and your family, can thrive for generations to come.


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

WE'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.

]]> investing, financial planning, wealth management, retirement planning, taxes, accounting, investments, estate planning No Episode 16 | Understanding the 2025 Tax Code Changes 16 16 Episode 16 | Understanding the 2025 Tax Code Changes full 6f1ae272-3419-49eb-8b45-7ea86d6fd644 https://share.transistor.fm/s/129b7ea4 In this episode of Your Wealth Journey, financial advisors Shallon Weis and Jim Tausz unpack the upcoming 2025 tax code changes—what’s shifting, who it impacts, and how to prepare. Whether you're nearing retirement, running a small business, or just trying to make smart money moves, this quick 15-minute episode gives you the clarity and confidence you need to navigate what's ahead.


Stay tuned for the Five in Five segment at the end, where we share five strategic planning ideas that could help you save big in the next tax year.

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

WE'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.

]]> In this episode of Your Wealth Journey, financial advisors Shallon Weis and Jim Tausz unpack the upcoming 2025 tax code changes—what’s shifting, who it impacts, and how to prepare. Whether you're nearing retirement, running a small business, or just trying to make smart money moves, this quick 15-minute episode gives you the clarity and confidence you need to navigate what's ahead.


Stay tuned for the Five in Five segment at the end, where we share five strategic planning ideas that could help you save big in the next tax year.

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

WE'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.

]]> Mon, 16 Jun 2025 11:48:29 -0500 Shallon Weis, CFP Shallon Weis, CFP 434 In this episode of Your Wealth Journey, financial advisors Shallon Weis and Jim Tausz unpack the upcoming 2025 tax code changes—what’s shifting, who it impacts, and how to prepare. Whether you're nearing retirement, running a small business, or just trying to make smart money moves, this quick 15-minute episode gives you the clarity and confidence you need to navigate what's ahead.


Stay tuned for the Five in Five segment at the end, where we share five strategic planning ideas that could help you save big in the next tax year.

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

WE'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.

]]> investing, financial planning, wealth management, retirement planning, taxes, accounting, investments, estate planning No Episode 15 | Should I Pay Off My Mortgage Early? 15 15 Episode 15 | Should I Pay Off My Mortgage Early? full afac88dd-464d-4317-b0ba-7b8d75833697 https://share.transistor.fm/s/163c234b “Should I pay off my mortgage early?” It’s one of the most common questions we hear, and one of the trickiest to answer. In this episode, financial advisors Shallon Weis and Jim Tausz break down the emotional appeal and economic reality of becoming mortgage-free. From first-time homebuyers to retirees, we explore when paying off your mortgage early might be a smart move and when it could cost you in the long run.


🏡 Stick around for the final five minutes as our Five in Five segment dishes out five mortgage strategies that could shave years off your loan and save you thousands in interest.

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

WE'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.

]]> “Should I pay off my mortgage early?” It’s one of the most common questions we hear, and one of the trickiest to answer. In this episode, financial advisors Shallon Weis and Jim Tausz break down the emotional appeal and economic reality of becoming mortgage-free. From first-time homebuyers to retirees, we explore when paying off your mortgage early might be a smart move and when it could cost you in the long run.


🏡 Stick around for the final five minutes as our Five in Five segment dishes out five mortgage strategies that could shave years off your loan and save you thousands in interest.

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

WE'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.

]]> Mon, 16 Jun 2025 11:41:35 -0500 Shallon Weis, CFP Shallon Weis, CFP 772 “Should I pay off my mortgage early?” It’s one of the most common questions we hear, and one of the trickiest to answer. In this episode, financial advisors Shallon Weis and Jim Tausz break down the emotional appeal and economic reality of becoming mortgage-free. From first-time homebuyers to retirees, we explore when paying off your mortgage early might be a smart move and when it could cost you in the long run.


🏡 Stick around for the final five minutes as our Five in Five segment dishes out five mortgage strategies that could shave years off your loan and save you thousands in interest.

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

WE'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.

]]> investing, financial planning, wealth management, retirement planning, taxes, accounting, investments, estate planning No Episode 14 | Financial Train Wrecks & How to Avoid Them 14 14 Episode 14 | Financial Train Wrecks & How to Avoid Them full 2c7008bf-972f-4a4a-b660-06bd82af8b5e https://share.transistor.fm/s/355a4f8b At Bradford Financial Center, we’ve seen it all, the good, the bad, and the downright ugly of the financial world. In this episode, financial advisors Shallon Weis and Jim Tausz pull back the curtain on real-life financial train wrecks and unpack what went wrong. More importantly, they offer practical strategies to help you steer clear of common pitfalls and stay on track with your financial journey.

🎧 Stick around for the final five minutes as we dive into our Five in Five segment— outlining five financial red flags that might help you avoid money trainwrecks. 


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

WE'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.

]]> At Bradford Financial Center, we’ve seen it all, the good, the bad, and the downright ugly of the financial world. In this episode, financial advisors Shallon Weis and Jim Tausz pull back the curtain on real-life financial train wrecks and unpack what went wrong. More importantly, they offer practical strategies to help you steer clear of common pitfalls and stay on track with your financial journey.

🎧 Stick around for the final five minutes as we dive into our Five in Five segment— outlining five financial red flags that might help you avoid money trainwrecks. 


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

WE'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.

]]> Mon, 16 Jun 2025 11:30:45 -0500 Shallon Weis, CFP Shallon Weis, CFP 618 At Bradford Financial Center, we’ve seen it all, the good, the bad, and the downright ugly of the financial world. In this episode, financial advisors Shallon Weis and Jim Tausz pull back the curtain on real-life financial train wrecks and unpack what went wrong. More importantly, they offer practical strategies to help you steer clear of common pitfalls and stay on track with your financial journey.

🎧 Stick around for the final five minutes as we dive into our Five in Five segment— outlining five financial red flags that might help you avoid money trainwrecks. 


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

WE'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.

]]> investing, financial planning, wealth management, retirement planning, taxes, accounting, investments, estate planning No Episode 13 | Estate Planning & Helping the Next Generation Grow Their Wealth 13 13 Episode 13 | Estate Planning & Helping the Next Generation Grow Their Wealth full 52dfade2-c3a3-46b8-8216-c991fd28ade1 https://share.transistor.fm/s/36b089b8 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 Consulting
  • Investments
  • Tax-savings Strategies
  • Feasibility Studies
  • Risk Management
  • Retirement and Estate Planning, Trust Planning
  • Business Development and Business Valuations

WE'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.

]]> 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 Consulting
  • Investments
  • Tax-savings Strategies
  • Feasibility Studies
  • Risk Management
  • Retirement and Estate Planning, Trust Planning
  • Business Development and Business Valuations

WE'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.

]]> Wed, 29 May 2024 14:50:38 -0500 Shallon Weis, CFP Shallon Weis, CFP 727 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 Consulting
  • Investments
  • Tax-savings Strategies
  • Feasibility Studies
  • Risk Management
  • Retirement and Estate Planning, Trust Planning
  • Business Development and Business Valuations

WE'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.

]]> investing, financial planning, wealth management, retirement planning, taxes, accounting, investments, estate planning No Episode 12 | Financially Preparing for Life Stages Ahead 12 12 Episode 12 | Financially Preparing for Life Stages Ahead full 4f787715-2a9c-4248-b333-5dd353a2b2c6 https://share.transistor.fm/s/5c7ebfb1 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 Consulting
  • Investments
  • Tax-savings Strategies
  • Feasibility Studies
  • Risk Management
  • Retirement and Estate Planning, Trust Planning
  • Business Development and Business Valuations

WE'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.

]]> 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 Consulting
  • Investments
  • Tax-savings Strategies
  • Feasibility Studies
  • Risk Management
  • Retirement and Estate Planning, Trust Planning
  • Business Development and Business Valuations

WE'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.

]]> Fri, 15 Mar 2024 10:58:49 -0500 Shallon Weis, CFP Shallon Weis, CFP 571 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 Consulting
  • Investments
  • Tax-savings Strategies
  • Feasibility Studies
  • Risk Management
  • Retirement and Estate Planning, Trust Planning
  • Business Development and Business Valuations

WE'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.

]]> investing, financial planning, wealth management, retirement planning, taxes, accounting, investments, estate planning No Episode 11 | Understanding Insurance Products 11 11 Episode 11 | Understanding Insurance Products full d5efecac-8444-464b-bb94-8e0352bf6bd7 https://share.transistor.fm/s/baf803ba 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 Consulting
  • Investments
  • Tax-savings Strategies
  • Feasibility Studies
  • Risk Management
  • Retirement and Estate Planning, Trust Planning
  • Business Development and Business Valuations

WE'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.

]]> 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 Consulting
  • Investments
  • Tax-savings Strategies
  • Feasibility Studies
  • Risk Management
  • Retirement and Estate Planning, Trust Planning
  • Business Development and Business Valuations

WE'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.

]]> Mon, 12 Feb 2024 15:57:11 -0600 Shallon Weis, CFP Shallon Weis, CFP 655 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 Consulting
  • Investments
  • Tax-savings Strategies
  • Feasibility Studies
  • Risk Management
  • Retirement and Estate Planning, Trust Planning
  • Business Development and Business Valuations

WE'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.

]]> insurance products, insurance, financial planning, health insurance No Episode 10 | Tax Planning and Tax Saving 10 10 Episode 10 | Tax Planning and Tax Saving full 0f4e8d93-213a-466a-b801-0a7c0a5254c3 https://share.transistor.fm/s/1ba96721 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 Consulting
  • Investments
  • Tax-savings Strategies
  • Feasibility Studies
  • Risk Management
  • Retirement and Estate Planning, Trust Planning
  • Business Development and Business Valuations

WE'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.

]]> 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 Consulting
  • Investments
  • Tax-savings Strategies
  • Feasibility Studies
  • Risk Management
  • Retirement and Estate Planning, Trust Planning
  • Business Development and Business Valuations

WE'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.

]]> Tue, 05 Dec 2023 09:32:58 -0600 Shallon Weis, CFP Shallon Weis, CFP 820 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 Consulting
  • Investments
  • Tax-savings Strategies
  • Feasibility Studies
  • Risk Management
  • Retirement and Estate Planning, Trust Planning
  • Business Development and Business Valuations

WE'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.

]]> tax planning, tax saving, financial planning, financial strategies No Episode 09 | Stages of Retirement Planning: Post Retirement Investing 9 9 Episode 09 | Stages of Retirement Planning: Post Retirement Investing full 12f45e0e-46a3-4516-aaf9-a772e7fcc9a2 https://share.transistor.fm/s/9f708a96 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 Consulting
  • Investments
  • Tax-savings Strategies
  • Feasibility Studies
  • Risk Management
  • Retirement and Estate Planning, Trust Planning
  • Business Development and Business Valuations

WE'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.

]]> 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 Consulting
  • Investments
  • Tax-savings Strategies
  • Feasibility Studies
  • Risk Management
  • Retirement and Estate Planning, Trust Planning
  • Business Development and Business Valuations

WE'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.

]]> Fri, 17 Feb 2023 14:16:29 -0600 Shallon Weis, CFP Shallon Weis, CFP 711 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 Consulting
  • Investments
  • Tax-savings Strategies
  • Feasibility Studies
  • Risk Management
  • Retirement and Estate Planning, Trust Planning
  • Business Development and Business Valuations

WE'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.

]]> investing, financial planning, wealth management, retirement planning, taxes, accounting, investments, estate planning No Episode 08 | Stages of Retirement Planning: Prepping for Your Exit Plan 8 8 Episode 08 | Stages of Retirement Planning: Prepping for Your Exit Plan full fd4e5f9f-fd65-47be-8411-d5c6c8303814 https://share.transistor.fm/s/87098201 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 Team
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 Consulting
  • Investments
  • Tax-savings Strategies
  • Feasibility Studies
  • Risk Management
  • Retirement and Estate Planning, Trust Planning
  • Business Development and Business Valuations

WE'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.

]]> 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 Team
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 Consulting
  • Investments
  • Tax-savings Strategies
  • Feasibility Studies
  • Risk Management
  • Retirement and Estate Planning, Trust Planning
  • Business Development and Business Valuations

WE'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.

]]> Fri, 17 Feb 2023 14:04:24 -0600 Shallon Weis, CFP Shallon Weis, CFP 585 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 Team
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 Consulting
  • Investments
  • Tax-savings Strategies
  • Feasibility Studies
  • Risk Management
  • Retirement and Estate Planning, Trust Planning
  • Business Development and Business Valuations

WE'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.

]]> investing, financial planning, wealth management, retirement planning, taxes, accounting, investments, estate planning No Episode 07 | Stages of Retirement Planning: Pre-Retirement 7 7 Episode 07 | Stages of Retirement Planning: Pre-Retirement full 29cd05f0-ad21-4ceb-8b65-04cc1d30ec06 https://share.transistor.fm/s/03c362b0 In this episode, Bradford Financial Center's financial advisors, Shallon Weis and Jim Tausz begin a podcast series on Retirement Planning. The first stage of retirement planning begins in your youth. This episode digs into the easy steps, the smart moves and how to prepare for the next stages.

Stick around for the last five minutes where the two address Five Key Steps to Getting Retirement Planning Right 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 Consulting
  • Investments
  • Tax-savings Strategies
  • Feasibility Studies
  • Risk Management
  • Retirement and Estate Planning, Trust Planning
  • Business Development and Business Valuations

WE'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.

]]> In this episode, Bradford Financial Center's financial advisors, Shallon Weis and Jim Tausz begin a podcast series on Retirement Planning. The first stage of retirement planning begins in your youth. This episode digs into the easy steps, the smart moves and how to prepare for the next stages.

Stick around for the last five minutes where the two address Five Key Steps to Getting Retirement Planning Right 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 Consulting
  • Investments
  • Tax-savings Strategies
  • Feasibility Studies
  • Risk Management
  • Retirement and Estate Planning, Trust Planning
  • Business Development and Business Valuations

WE'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.

]]> Wed, 26 Oct 2022 16:27:02 -0500 Shallon Weis, CFP Shallon Weis, CFP 682 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! 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 re retirement planning, retirement planning in your 20s, Planning for retirement in your youth No Episode 06 | How to Pay for College When You're Running Out of Time 6 6 Episode 06 | How to Pay for College When You're Running Out of Time full f664bc02-596b-46ce-97b5-5e5731fbef09 https://share.transistor.fm/s/1e4ac3ef In this episode, Bradford Financial Center's financial advisors, Shallon Weis and Jim Tausz get real about how to pay for college if you are a student or parent who didn't save along the way. College might look different in this situation, but we'll cover the ways you can wrangle up the money and still earn a degree.

Stick around for the last five minutes where the two address Five Ways to Set a Budget for College Students 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 Consulting
  • Investments
  • Tax-savings Strategies
  • Feasibility Studies
  • Risk Management
  • Retirement and Estate Planning, Trust Planning
  • Business Development and Business Valuations

WE'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.

]]> In this episode, Bradford Financial Center's financial advisors, Shallon Weis and Jim Tausz get real about how to pay for college if you are a student or parent who didn't save along the way. College might look different in this situation, but we'll cover the ways you can wrangle up the money and still earn a degree.

Stick around for the last five minutes where the two address Five Ways to Set a Budget for College Students 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 Consulting
  • Investments
  • Tax-savings Strategies
  • Feasibility Studies
  • Risk Management
  • Retirement and Estate Planning, Trust Planning
  • Business Development and Business Valuations

WE'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.

]]> Tue, 10 May 2022 09:34:01 -0500 Shallon Weis, CFP Shallon Weis, CFP 527 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 when college tuition isn't something you planned for. 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, Brad college tuition, college saving, college planning, 529 plans No Episode 05 | Pre-planning for College Savings 5 5 Episode 05 | Pre-planning for College Savings full e51ad172-c075-4693-84a8-35fc30b7e371 https://share.transistor.fm/s/db2603d8 In this episode, Bradford Financial Center's financial advisors, Shallon Weis and Jim Tausz discuss the ways parents and students can ramp up their college savings if their student is entering high school. If college savings caught you off-guard, you're not alone, but there are some strategic moves you can make to put you in a better position with your college-bound student.

Hang around for the last minutes where the two address Five smart and creative budgeting tips for college students 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 Consulting
  • Investments
  • Tax-savings Strategies
  • Feasibility Studies
  • Risk Management
  • Retirement and Estate Planning, Trust Planning
  • Business Development and Business Valuations

WE'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.

]]> In this episode, Bradford Financial Center's financial advisors, Shallon Weis and Jim Tausz discuss the ways parents and students can ramp up their college savings if their student is entering high school. If college savings caught you off-guard, you're not alone, but there are some strategic moves you can make to put you in a better position with your college-bound student.

Hang around for the last minutes where the two address Five smart and creative budgeting tips for college students 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 Consulting
  • Investments
  • Tax-savings Strategies
  • Feasibility Studies
  • Risk Management
  • Retirement and Estate Planning, Trust Planning
  • Business Development and Business Valuations

WE'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.

]]> Tue, 10 May 2022 09:33:33 -0500 Shallon Weis, CFP Shallon Weis, CFP 618 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 benefit of time. We'll walk through the important ways parents and students can pre-plan for the financial part of the college journey. 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, Brad college tuition, college planning, college saving, 529 plans No Episode 04 | College Planning: Exploring Strategies for Parents and Students 4 4 Episode 04 | College Planning: Exploring Strategies for Parents and Students full e84c0d58-e52d-4a6c-8808-617bd329ccac https://share.transistor.fm/s/fe19e6b4 In this episode, Bradford Financial Center's financial advisors, Shallon Weis and Jim Tausz walk through smarter strategic plans that parents and students can start to implement at any part of their college planning journey – whether their child is still potty training or they are in high school and starting to do campus tours.

Stick around for the last five minutes where the two address Five Ways to Keep College Costs Down 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 Consulting
  • Investments
  • Tax-savings Strategies
  • Feasibility Studies
  • Risk Management
  • Retirement and Estate Planning, Trust Planning
  • Business Development and Business Valuations

WE'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.

]]> In this episode, Bradford Financial Center's financial advisors, Shallon Weis and Jim Tausz walk through smarter strategic plans that parents and students can start to implement at any part of their college planning journey – whether their child is still potty training or they are in high school and starting to do campus tours.

Stick around for the last five minutes where the two address Five Ways to Keep College Costs Down 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 Consulting
  • Investments
  • Tax-savings Strategies
  • Feasibility Studies
  • Risk Management
  • Retirement and Estate Planning, Trust Planning
  • Business Development and Business Valuations

WE'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.

]]> Tue, 10 May 2022 09:32:30 -0500 Shallon Weis, CFP Shallon Weis, CFP 1293 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. 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 Stude college tuition, college planning, college saving No Episode 03 | Budgeting & Unexpected Ways to Save Money 3 3 Episode 03 | Budgeting & Unexpected Ways to Save Money full 45101301-f7b9-47a0-b678-c8704849b3bb https://share.transistor.fm/s/01d8f1b8 In this episode, Bradford Financial Center's financial advisors, Shallon Weis and Jim Tausz share valuable professional advice on making money-saving moves that can save you a bundle and get you to your budgeting goals faster.

Tune in to the last five minutes where our Five in Five segment rounds out this episode by diving into the best ways to Budget for Buying a Home.

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

WE'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.

]]> In this episode, Bradford Financial Center's financial advisors, Shallon Weis and Jim Tausz share valuable professional advice on making money-saving moves that can save you a bundle and get you to your budgeting goals faster.

Tune in to the last five minutes where our Five in Five segment rounds out this episode by diving into the best ways to Budget for Buying a Home.

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

WE'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.

]]> Fri, 25 Mar 2022 09:23:08 -0500 Shallon Weis, CFP Shallon Weis, CFP 688 In this episode, Bradford Financial Center's financial advisors, Shallon Weis and Jim Tausz share valuable professional advice on making money-saving moves that can save you a bundle and get you to your budgeting goals faster. In this episode, Bradford Financial Center's financial advisors, Shallon Weis and Jim Tausz share valuable professional advice on making money-saving moves that can save you a bundle and get you to your budgeting goals faster. investing, financial planning, wealth management, retirement planning, taxes, accounting, investments, estate planning No Episode 02 | Budgeting & Smart Ways to Lay a Strong Foundation 2 2 Episode 02 | Budgeting & Smart Ways to Lay a Strong Foundation full d0d17014-0496-46e0-829f-83d2a93e3f8f https://share.transistor.fm/s/7d43456d 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:

  • Financial Consulting
  • Investments
  • Tax-savings Strategies
  • Feasibility Studies
  • Risk Management
  • Retirement and Estate Planning, Trust Planning
  • Business Development and Business Valuations

WE'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.

]]> 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:

  • Financial Consulting
  • Investments
  • Tax-savings Strategies
  • Feasibility Studies
  • Risk Management
  • Retirement and Estate Planning, Trust Planning
  • Business Development and Business Valuations

WE'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.

]]> Fri, 25 Mar 2022 08:49:56 -0500 Shallon Weis, CFP Shallon Weis, CFP 801 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. 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 investing, financial planning, wealth management, retirement planning, taxes, accounting, investments, estate planning No Episode 01 | Budgeting & Tackling Debt 1 1 Episode 01 | Budgeting & Tackling Debt full 3d86ea91-14c8-441e-96a3-f6dd866a08a6 https://share.transistor.fm/s/4b6c1053 In this episode, Bradford Financial Center's financial advisors, Shallon Weis and Jim Tausz deliver better ways to assess and clean up debt. Before you can ace budgeting it's critical to address and reduce your current debt. But how? We'll discuss and compare the two varying methods, the Snowball Effect, and the Avalanche Method to help you decide the best method to tackle your debt and build a healthy foundation for budgeting and financial growth.


Stick around for the last five minutes where the two address Five Fast Ways to Attack Debt 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 Consulting
  • Investments
  • Tax-savings Strategies
  • Feasibility Studies
  • Risk Management
  • Retirement and Estate Planning, Trust Planning
  • Business Development and Business Valuations

WE'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.

]]> In this episode, Bradford Financial Center's financial advisors, Shallon Weis and Jim Tausz deliver better ways to assess and clean up debt. Before you can ace budgeting it's critical to address and reduce your current debt. But how? We'll discuss and compare the two varying methods, the Snowball Effect, and the Avalanche Method to help you decide the best method to tackle your debt and build a healthy foundation for budgeting and financial growth.


Stick around for the last five minutes where the two address Five Fast Ways to Attack Debt 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 Consulting
  • Investments
  • Tax-savings Strategies
  • Feasibility Studies
  • Risk Management
  • Retirement and Estate Planning, Trust Planning
  • Business Development and Business Valuations

WE'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.

]]> Fri, 25 Mar 2022 07:55:52 -0500 Shallon Weis, CFP Shallon Weis, CFP 1110 In this episode, Bradford Financial Center's financial advisors, Shallon Weis and Jim Tausz deliver better ways to assess and clean up debt. Before you can ace budgeting addressing and reducing debt is critical. We'll discuss two varying methods, the Snowball Effect, and the Avalanche Method. In this episode, Bradford Financial Center's financial advisors, Shallon Weis and Jim Tausz deliver better ways to assess and clean up debt. Before you can ace budgeting addressing and reducing debt is critical. We'll discuss two varying methods, the Snow investing, financial planning, wealth management, retirement planning, taxes, accounting, investments, estate planning No