Small Changes, Big Results | Your Wealth Journey Podcast
by Shallon Weis, CFP
May 30, 2024 5:50 am
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.
Recent Episodes
Episode 13 | Estate Planning & Helping the Next Generation Grow Their Wealth
6 months agoEpisode 12 | Financially Preparing for Life Stages Ahead
8 months agoEpisode 11 | Understanding Insurance Products
9 months agoEpisode 10 | Tax Planning and Tax Saving
12 months agoEpisode 09 | Stages of Retirement Planning: Post Retirement Investing
2 years agoEpisode 08 | Stages of Retirement Planning: Prepping for Your Exit Plan
2 years agoEpisode 07 | Stages of Retirement Planning: Pre-Retirement
2 years agoEpisode 06 | How to Pay for College When You're Running Out of Time
3 years agoEpisode 05 | Pre-planning for College Savings
3 years agoEpisode 04 | College Planning: Exploring Strategies for Parents and Students
3 years ago