show episodes
 
Bradford Financial Center, a national wealth management company, delivers a financial advisor's simple approach to making small changes that can result in big results for your financial future. From budgeting, tax planning, and saving for retirement to college planning, smarter insurance solutions, and building wealth, the practical advice is easy to apply for investors at any level. All episodes include a "Five in Five" segment where we break down quick-hit financial trends for their listeners.
 
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show series
 
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 …
 
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 …
 
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…
 
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 Bud…
 
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 you…
 
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 …
 
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