Bristol Financial Services

Bristol Financial Services

Por: Shawn Oxford, Investment Advisor Representative
36 Main Street, Bristol, VT 05443

Overview and discussion of a variety of topics related to investing, financial planning, retirement, and insurance.

Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA, SIPC a broker/dealer and registered investment advisor. Cetera is under separate ownership from any other named entity. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Advisor Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Advisor Representatives, who can offer both types of services.
21 episodios disponibles

Latest episodes of the podcast Bristol Financial Services

Positive Money Management Habits 07/10/2025
Planning for Retirement 07/10/2025
Paying off Debt or Saving for Retirement 24/06/2025
Investing with your moral and social compass 24/06/2025
Misconceptions of Budgeting 24/06/2025
Roth Conversions 20/03/2025
Planning for financial Independence 13/02/2025
The Giving Season 13/02/2025
2025 IRAs 13/02/2025
Roth IRAs versus Traditional IRAs 29/08/2024
The Difference Between Savings & Investing 28/08/2024
The Social Security Trust Fund 01/08/2024
Lead Your Family - Generational Financial Conversations 01/08/2024
Investing During an Election Year 01/08/2024
Keeping Financial Information Safe in the Digital Age 18/04/2024
Exemptions for Early Withdrawal - Secure Act 2.0 18/04/2024
Financial Considerations for 2024 30/01/2024
Downsizing 18/12/2023
Qualified Charitable Distributions (QCDs) 04/12/2023
Long Term Care 23/10/2023
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