Small Changes, Big Results | Your Wealth Journey Podcast

Episode Title:  How to Talk to Your Kids About Money: Tools for Every AgeIn this episode of Your Wealth Journey, financial advisors Shallon Weis, CFP®, AIF®, and Jim Tausz, CFP®, AIF®, unpack one of the most important lessons parents can teach...how to talk to your kids about money.From preschoolers learning the basics of saving, spending, and giving, to teens managing their first paychecks or budgeting for college, Shallon and Jim share age-appropriate strategies to make financial education part of everyday life. They explore fun, practical tools like the three-jar system, kid-friendly allowance apps, games that teach money management, and creative ways to involve kids in real family budgeting.Whether you’re just starting the conversation or looking for new ways to make money lessons stick, this episode offers encouragement, expert insight, and simple ideas for raising confident, financially capable kids.Stay tuned for the Five in Five segment at the end, where Shallon and Jim share five top resources to help your family make money lessons fun, hands-on, and meaningful.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 situation.

Episode Title: Family Business Succession Planning: Building a Legacy That LastsIn this episode of Your Wealth Journey, financial advisors Shallon Weis and Jim Tausz of Bradford Financial Center dive into one of the most emotional and essential topics for business owners: family business succession planning.Together, they explore why so many family businesses struggle to transition smoothly, what proactive steps can secure your legacy, and how early, thoughtful planning can protect both relationships and financial futures.From common pitfalls to smart strategies, this episode offers practical, experience-based advice from Jim’s 50+ years in financial planning and firsthand succession experience.Stay tuned for the Five in Five segment at the end, where Shallon and Jim share five actionable tips for crafting a succession plan that stands the test of time so your business, and your family, can thrive for generations to come.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 situation.

In this episode of Your Wealth Journey, financial advisors Shallon Weis and Jim Tausz unpack the upcoming 2025 tax code changes—what’s shifting, who it impacts, and how to prepare. Whether you're nearing retirement, running a small business, or just trying to make smart money moves, this quick 15-minute episode gives you the clarity and confidence you need to navigate what's ahead.Stay tuned for the Five in Five segment at the end, where we share five strategic planning ideas that could help you save big in the next tax year.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 situation.

“Should I pay off my mortgage early?” It’s one of the most common questions we hear, and one of the trickiest to answer. In this episode, financial advisors Shallon Weis and Jim Tausz break down the emotional appeal and economic reality of becoming mortgage-free. From first-time homebuyers to retirees, we explore when paying off your mortgage early might be a smart move and when it could cost you in the long run.🏡 Stick around for the final five minutes as our Five in Five segment dishes out five mortgage strategies that could shave years off your loan and save you thousands in interest.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 situation.

At Bradford Financial Center, we’ve seen it all, the good, the bad, and the downright ugly of the financial world. In this episode, financial advisors Shallon Weis and Jim Tausz pull back the curtain on real-life financial train wrecks and unpack what went wrong. More importantly, they offer practical strategies to help you steer clear of common pitfalls and stay on track with your financial journey.🎧 Stick around for the final five minutes as we dive into our Five in Five segment— outlining five financial red flags that might help you avoid money trainwrecks. 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 situation.

When you have the luxury of an estate plan, it goes without saying you want it to be well-managed long after you’re gone. From family to business succession planning to trusts, there are many options around setting the next generation up for success. In this episode, Bradford Financial Center's financial advisors, Shallon Weis and Jim Tausz discuss the ins and outs of estate planning outside of your wealth. Stick around for the last five minutes where our Five in Five segment keeps unwrapping this topic to answer Five Tax-Saving Ways to Transfer Wealth.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 situation.

In this episode, Bradford Financial Center's financial advisors, Shallon Weis and Jim Tausz share valuable professional advice on later-in-life living. It’s a concern we all have, whether we’re caring for aging parents with compassion or considering long-term care for ourselves the road to aging is met with many questions about how to make the money last, how to live with dignity your way, and alternatives to long-term care facilities. We’ll unpack it all. Tune in to the last five minutes where our Five in Five segment answers Five of our Biggest Long-term Care Questions. 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.

Understanding Insurance ProductsIt’s a complicated world when you’re shopping for insurance products and coverage. Whether you're bridging the gap from employer-funded health insurance with the exchange or are considering your Medicare options, the Bradford team brings in the experts to break down the options on the open market and considerations when you’re choosing your plan. Let’s sort through the options together with Bradford Financial Center's financial advisor, Shallon Weis. Tune in to the last five minutes where our Five in Five segment delivers Five Insurance Mistakes and Tips on How to Avoid Making Them!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.

In this episode, Bradford Financial Center's financial advisors, Shallon Weis and Jim Tausz continue the podcast series on Tax Planning and Tax Saving. Taxes are always a topic that's in season because our financial moves all year long impact our taxes. This episode dives into the financial strategies for saving on your tax bill come April. Stick around for the last five minutes where the two address Five Smart Tax Saving-Tips in our Five in Five segment.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.

In this episode, Bradford Financial Center's financial advisors, Shallon Weis and Jim Tausz continue the podcast series on Retirement Planning. Throughout this retirement planning series, we've walked through the phases of retirement planning from the work you need to do in your early years, how to plan your actual job exit, and now this episode where we'll cover the post-retirement planning now that you've taken the leap to this new and exciting phase. Stick around for the last five minutes where the two address Five Reasons Communicating Your Retirement Plans Matters in our Five in Five segment.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.

In this episode, Bradford Financial Center's financial advisors, Shallon Weis and Jim Tausz continue the podcast series on Retirement Planning. We covered the first stage of retirement planning which begins in your youth. This episode sets the stage and the preparations for our next podcast in this retirement planning series that focuses on post-retirement and the concerns you should be aware of at that stage.  Stick around for the last five minutes where the two address Five  Important Factors for Building Your Retirement Teamin our Five in Five segment.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.

In this episode, Bradford Financial Center's financial advisors, Shallon Weis and Jim Tausz begin a podcast series on Retirement Planning. The first stage of retirement planning begins in your youth. This episode digs into the easy steps, the smart moves and how to prepare for the next stages. Stick around for the last five minutes where the two address Five Key Steps to Getting Retirement Planning Right in our Five in Five segment.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.

In this episode, Bradford Financial Center's financial advisors, Shallon Weis and Jim Tausz get real about how to pay for college if you are a student or parent who didn't save along the way. College might look different in this situation, but we'll cover the ways you can wrangle up the money and still earn a degree.Stick around for the last five minutes where the two address Five Ways to Set a Budget for College Students in our Five in Five segment.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.

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 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.

In this episode, Bradford Financial Center's financial advisors, Shallon Weis and Jim Tausz walk through smarter strategic plans that parents and students can start to implement at any part of their college planning journey – whether their child is still potty training or they are in high school and starting to do campus tours. Stick around for the last five minutes where the two address Five Ways to Keep College Costs Down in our Five in Five segment.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.

In this episode, Bradford Financial Center's financial advisors, Shallon Weis and Jim Tausz share valuable professional advice on making money-saving moves that can save you a bundle and get you to your budgeting goals faster. Tune in to the last five minutes where our Five in Five segment rounds out this episode by diving into the best ways to Budget for Buying a Home.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.

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.

In this episode, Bradford Financial Center's financial advisors, Shallon Weis and Jim Tausz deliver better ways to assess and clean up debt. Before you can ace budgeting it's critical to address and reduce your current debt. But how? We'll discuss and compare the two varying methods, the Snowball Effect, and the Avalanche Method to help you decide the best method to tackle your debt and build a healthy foundation for budgeting and financial growth.Stick around for the last five minutes where the two address Five Fast Ways to Attack Debt in our Five in Five segment.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.