Small Changes, Big Results | Your Wealth Journey Podcast

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.

Show Notes

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.

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.