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Episode 12 | Financially Preparing for Life Stages Ahead
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 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.
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.
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By Shallon Weis, CFPIn 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 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.
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.