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Episode 05 | Pre-planning for College Savings

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Innhold levert av Shallon Weis, CFP, Shallon Weis, and CFP. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Shallon Weis, CFP, Shallon Weis, and CFP eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

In this episode, Bradford Financial Center's financial advisors, Shallon Weis and Jim Tausz discuss the ways parents and students can ramp up their college savings if their student is entering high school. If college savings caught you off-guard, you're not alone, but there are some strategic moves you can make to put you in a better position with your college-bound student.

Hang around for the last minutes where the two address Five smart and creative budgeting tips for college students in our Five in Five segment.

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.

  continue reading

13 episoder

Artwork
iconDel
 
Manage episode 328157277 series 3331540
Innhold levert av Shallon Weis, CFP, Shallon Weis, and CFP. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Shallon Weis, CFP, Shallon Weis, and CFP eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

In this episode, Bradford Financial Center's financial advisors, Shallon Weis and Jim Tausz discuss the ways parents and students can ramp up their college savings if their student is entering high school. If college savings caught you off-guard, you're not alone, but there are some strategic moves you can make to put you in a better position with your college-bound student.

Hang around for the last minutes where the two address Five smart and creative budgeting tips for college students in our Five in Five segment.

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.

  continue reading

13 episoder

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