Horizon Advisers Unleashed Podcast

Andrew and Ryan discuss some of the important items to consider as you plan for international travel.
Prepare for Your International Trip with These Financial Tips (cnbc.com)

Ryan and Andrew discuss an article found on CNN Business. “So make just one financial New Year’s resolution for 2024: Figure out what financial well-being means for you. It will be a highly personal endeavor. Then pick one or two steps to improve it.”

Ryan and Alex discuss an article found in USA Today. They review the article touching on key findings: America’s financial goals, how Americans feel about the economy, and how Americans feel about their financial health. Listen in to take their take on these topics.

https://www.usatoday.com/money/blueprint/banking/financial-new-years-resolutions-2024/

Ryan and Andrew discuss the importance of not being complacent with money issues. Being complacent in any part of life will set you up for failure. Using excuses like “I didn’t know,” can cost you a lot in life. You must have an understanding on what is going on in your financial situation and take control. Ignoring money issues can create bad habits…and as we all know…habits are hard to change.

Andrew and Alex discuss the potential greatest wealth transfer in history and what implications it could have on our economy.

https://www.thedailyupside.com/economics/personal-finance/the-largest-wealth-transfer-in-history-has-begun/

Ryan and Alex ask the question are you saving the right way? With so many ways to save which ones are best for different goals. They discuss the different kinds of accounts available, pro's and con's, and tax benefits of those accounts. 

Ryan and Alex discuss leaving a second home as part of a legacy. Many people are emotionally tied to a property. Many wish to leave them behind for their kids or grandchildren. If you have thought about this before, you should listen and learn what you should think about when leaving real-estate to family. If you want a house to stay with your family beyond you, there is a lot of work and money in homeownership.

Andrew and Alex are joined by guest Tim Scaturro, who is a CFP® and registered representative of Cetera Advisor Networks. Tim is a business owner and Colorado native who has incredible insights and experiences to share about where he comes from. 

Andrew and Alex discuss debt at a high level before diving into how it can be used for good and for bad. Debt is a highly debated topic that has advantages and disadvantages. How do you manage your debt?

Andrew and Ryan discuss the link between money and mental health. How does your financial situation effect your emotional state?

Americans are so worried about money, it's hurting mental health (nbcnews.com)