From Pies to Prosperity

The housing market has been a hot topic the last few years. For those considering jumping off the deep end, we thought it might be helpful to hear our story and hopefully learn from our experience and mistakes!

This episodes Pizza spot and score:
California Pizza Kitchen  - https://www.cpk.com/
Cooper's Score: 5.6
Corinne's Score: 6.5

From Pie's to Prosperity is an educational podcast geared towards helping you navigate life's financial obstacles, one slice at a time. Hosted by Cooper Casillas, this podcast will feature special guests, industry professionals, and topic summaries to help simplify complex financial decisions.

To view past FPTP episodes click here: https://www.buzzsprout.com/2100362/episodes

Make sure to hit that subscribe button to keep up with episodes and subscribe to our YouTube channel below to stay up to date with all the things Cooper and his team are working on!

Website: https://rayolson.net
Email: [email protected]
Phone: 804-379-0316
YouTube: https://www.youtube.com/@rayolsonfamilyfinancialpla2161

This information provided is strictly for educational purposes only and does not constitute financial, investment, tax, or legal advice. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Ray Olson, LLC is not affiliated with Kestra IS.

Thank you for listening!

With tax filing season upon us, we thought it might be helpful to walk you through the basics of taxes and why they are important for us to live our daily lives. Take a listen and learn how Corinne relates taxes to scoops of ice cream.

This episodes Pizza spot and score:
Zorch Pizza in Carytown - https://zorchpizza.com
Cooper's Score: 6.8
Corinne's Score: 4.0

From Pie's to Prosperity is an educational podcast geared towards helping you navigate life's financial obstacles, one slice at a time. Hosted by Cooper Casillas, this podcast will feature special guests, industry professionals, and topic summaries to help simplify complex financial decisions.

To view past FPTP episodes click here: https://www.buzzsprout.com/2100362/episodes

Make sure to hit that subscribe button to keep up with episodes and subscribe to our YouTube channel below to stay up to date with all the things Cooper and his team are working on!

Website: https://rayolson.net
Email: [email protected]
Phone: 804-379-0316
YouTube: https://www.youtube.com/@rayolsonfamilyfinancialpla2161

This information provided is strictly for educational purposes only and does not constitute financial, investment, tax, or legal advice. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Ray Olson, LLC is not affiliated with Kestra IS.

Thank you for listening!

The dreaded B-word... but... is it really that bad? Listen and learn how to use it as an empowering tool to accomplish your goals and not a dreaded, restrictive obligation. With the new year here, I challenge you to stick with it in 2024 and I promise you'll thank yourself down the road. Make it fun, make it exciting, make it color coordinated! You got this!!

My personal budget spreadsheet:
https://docs.google.com/spreadsheets/d/1xTmfxZyes4-yIvXntPI1wP3UuJH3zOukAVfCOqvFNXc/copy?usp=sharing
Video tutorial on how to use the spreadsheet:
https://www.youtube.com/watch?v=uZuTmcvJk9M&t=1s

Popular online budgeting tools:
Rocket Money:
https://www.rocketmoney.com
YNAB (You Need a Budget):
https://www.ynab.com
Monarch:
https://www.monarchmoney.com

From Pie's to Prosperity is an educational podcast geared towards helping you navigate life's financial obstacles, one slice at a time. Hosted by Cooper Casillas, this podcast will feature special guests, industry professionals, and topic summaries to help simplify complex financial decisions.

To view past FPTP episodes click here: https://www.buzzsprout.com/2100362/episodes

Make sure to hit that subscribe button to keep up with episodes and subscribe to our YouTube channel below to stay up to date with all the things Cooper and his team are working on!

Website: https://rayolson.net
Email: [email protected]
Phone: 804-379-0316
YouTube: https://www.youtube.com/@rayolsonfamilyfinancialpla2161

This information provided is strictly for educational purposes only and does not constitute financial, investment, tax, or legal advice. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Ray Olson, LLC is not affiliated with Kestra IS.

Thank you for listening!

What are credit cards and credit scores and why should you take them seriously? Listen to this episode and learn how to work within the system and build your credit!

The most traditional/formal way to check your credit is by creating an account at https://www.annualcreditreport.com and accessing each credit report. You can get this for free each year. Alternatively you can sign up with credit karma here: https://www.creditkarma.com

Freeze your credit with the following links:
Transunion:  https://www.transunion.com/credit-freeze
Equifax:  https://www.equifax.com/personal/credit-report-services/credit-freeze/
Experian:  https://www.experian.com/freeze/center.html

From Pie's to Prosperity is an educational podcast geared towards helping you navigate life's financial obstacles, one slice at a time. Hosted by Cooper Casillas, this podcast will feature special guests, industry professionals, and topic summaries to help simplify complex financial decisions.

Make sure to hit that subscribe button to keep up with episodes and subscribe to our YouTube channel below to stay up to date with all the things Cooper and his team are working on!

To view past FPTP episodes click here: https://www.buzzsprout.com/2100362/episodes

Website: https://rayolson.net
Email: [email protected]
Phone: 804-379-0316
YouTube: https://www.youtube.com/@rayolsonfamilyfinancialpla2161

This information provided is strictly for educational purposes only and does not constitute financial, investment, tax, or legal advice. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Ray Olson, LLC is not affiliated with Kestra IS.

Thank you for listening!

What is compound interest and why should you take it seriously? Listen to this episode and learn how to leverage your money and save for your future!

To be entered into the giveaway, you’ll need to subscribe to the show, share this episode with one friend, and then send me an email ([email protected]) confirming you have done so and remember to share your favorite pizza spot. The winner will be announced in our next episode! Thank you again!

Compound Interest Calculuator:
https://www.investor.gov/financial-tools-calculators/calculators/compound-interest-calculator

From Pie's to Prosperity is an educational podcast geared towards helping you navigate life's financial obstacles, one slice at a time. Hosted by Cooper Casillas, this podcast will feature special guests, industry professionals, and topic summaries to help simplify complex financial decisions.

Make sure to hit that subscribe button to keep up with episodes and subscribe to our YouTube channel below to stay up to date with all the things Cooper and his team are working on!

To view past FPTP episodes click here: https://www.buzzsprout.com/2100362/episodes

Website: https://rayolson.net
Email: [email protected]
Phone: 804-379-0316
YouTube: https://www.youtube.com/@rayolsonfamilyfinancialpla2161

This information provided is strictly for educational purposes only and does not constitute financial, investment, tax, or legal advice. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Ray Olson, LLC is not affiliated with Kestra IS.

Thank you for listening!

In our inaugural episode of this podcast I am joined by my partner in crime, Corinne. We talk about what stocks and bonds are, why you might consider investing in them, and the considerations to think about when doing so. We also visit one our our favorite pizza spots, so listen in to find out where and hopefully learn something new about stocks and bonds!

From Pie's to Prosperity is an educational podcast geared towards helping you navigate life's financial obstacles, one slice at a time. Hosted by Cooper Casillas, this podcast will feature special guests, industry professionals, and topic summaries to help simplify complex financial decisions.

Make sure to hit that subscribe button to keep up with episodes and subscribe to our YouTube channel below to stay up to date with all the things Cooper and his team are working on!

To view past FPTP episodes click here: https://www.buzzsprout.com/2100362/episodes

Website: https://rayolson.net
Email: [email protected]
Phone: 804-379-0316
YouTube: https://www.youtube.com/@rayolsonfamilyfinancialpla2161

This information provided is strictly for educational purposes only and does not constitute financial, investment, tax, or legal advice. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Ray Olson, LLC is not affiliated with Kestra IS.

Thank you for listening!

From Pie's to Prosperity is an educational podcast geared towards helping you navigate life's financial obstacles, one slice at a time. Hosted by Cooper Casillas, this podcast will feature special guests, industry professionals, and topic summaries to help simplify complex financial decisions.

Make sure to hit that subscribe button to keep up with episodes and subscribe to our YouTube channel below to stay up to date with all the things Cooper and his team are working on!

"Thanks for joining me and listening to the “From Pies to Prosperity Podcast”... the place to be to accelerate your financial success and simplify your life. 
I’m Cooper Casillas, your host, your Certified Financial Planning Professional, and your partner in wealth...

Tying all that together is why I have named the Podcast “From Pies to Prosperity”. I think we can all remember a past of cheap frozen pizzas… and actually some of us might still be in that phase and that’s okay, I’ll admit I can always go for a solid frozen pie. But, the point here is. Let’s move past those days… let’s keep them in the rearview window, let’s steer towards a better tomorrow… Let’s steer towards prosperity."

Website: https://rayolson.net
Email: [email protected]
Phone: 804-379-0316
YouTube: https://www.youtube.com/@rayolsonfamilyfinancialpla2161

This information provided is strictly for educational purposes only and does not constitute financial, investment, tax, or legal advice. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Ray Olson, LLC is not affiliated with Kestra IS.

Thank you for listening!