Listen "Episode 02 | Budgeting & Smart Ways to Lay a Strong Foundation"
Episode Synopsis
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 APPROACHToday'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 SERVICESBradford Financial Center offers individual and corporate services in:Financial ConsultingInvestmentsTax-savings StrategiesFeasibility StudiesRisk ManagementRetirement and Estate Planning, Trust PlanningBusiness Development and Business ValuationsWE'RE SOCIALConnect with us to read the latest financial trends and market updates.FacebookInstagramLinkedInSUBSCRIBETo 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.
More episodes of the podcast Small Changes, Big Results | Your Wealth Journey Podcast
Episode 10 | Tax Planning and Tax Saving
05/12/2023
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.