Small Changes, Big Results | Your Wealth Journey Podcast

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.

Show Notes

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
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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 personal situation.

What is 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.