Love Financial Group Beyond the Numbers

Love Financial Group Beyond the Numbers

By Love Financial GroupBusinessInvesting
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Love Financial Group Beyond the Numbers episodes

  • The Story Behind Love Financial Group

    What does it take to build a financial firm and what keeps you going after all these years?

    In our latest episode of Beyond the Numbers, we’re getting to know the person behind Love Financial Group: Paul Love.

    Paul shares the story of his journey from the early days of his career to creating Love Financial Group, the experiences that shaped his approach to financial planning, and the philosophy that continues to guide the firm today.

    This conversation is about more than money. It’s about people, relationships, purpose, and the belief that financial advice should always begin with understanding the person behind the numbers.

    Take a listen and get to know the story behind Love Financial Group.

    Like the episode? Follow us online:

    YouTube, @LoveFinancialGroup

    LinkedIn, Love Financial Group

    Website, LoveFinancialGroup.com

    41 min
  • Educational Expenses: What Every Family Should Know

    It's back-to-school season so there’s no better time to release the latest episode in our Beyond the Numbers series, Educational Expenses: What Every Family Should Know About Educational Planning.

    While you're checking off school supply lists, it's never too early to think about something even bigger...planning for future education expenses.

    This episode covers:
    - What a 529 plan pays for
    - How grandparents can contribute
    - What happens if your child chooses a different path than college

    Like the episode? Follow us online:

    YouTube, @LoveFinancialGroup

    LinkedIn, Love Financial Group

    Website, LoveFinancialGroup.com

    19 min
  • Estate Planning: What You Need to Know

    Today we are talking about estate planning and how it might matter more than you think. And to help us with this conversation we are honored to have Bri Holcombe, an Estate Planning Attorney at Hunt Law Firm here in Houston to help shed some light on this topic.


    Like the episode? Follow us online:

    YouTube, @LoveFinancialGroup

    LinkedIn, Love Financial Group

    Website, LoveFinancialGroup.com

    26 min
  • Understanding Gen Z and Financial Priorities

    We’re excited to share the first episode in our latest series Firm Feature where we highlight Natan Bondin, Investment Advisory and Client Service Associate at Love Financial Group. 

    In this conversation, Natan shares his personal story, how his background has shaped the way he thinks about money, and the unique perspective he brings as a member of Gen Z entering the financial planning industry. From saving and investing to long-term financial priorities, it’s a thoughtful discussion on how life experiences can influence our relationship with money.

    We’re proud to spotlight the people who make our team special and give listeners a behind-the-scenes look at the values that drive our work every day.

    Like the episode? Follow us online:

    YouTube, @LoveFinancialGroup

    LinkedIn, Love Financial Group

    Website, LoveFinancialGroup.com

    27 min
  • How to Make the Most of Your Social Security Benefits

    Social Security is one of the topics we receive the most questions about. We'll talk through what to consider as you near social security age. The myth about social security disappearing, how to project your social security, and how to decide the best time for you to start taking it. This episode is filled with valuable information that you simply can't afford to miss!

    Like the episode? Follow us online:

    YouTube, @LoveFinancialGroup

    LinkedIn, Love Financial Group

    Website, LoveFinancialGroup.com

    20 min
  • Suddenly Single: Your Finances After Losing a Spouse

    In this episode, Paul and Elizabeth discuss one of life’s most difficult transitions: navigating finances after the loss of a spouse, whether due to death or divorce. Learn how you can prepare now and what common financial challenges and mistakes to avoid during a time that can feel overwhelming.

    If you’re going through this yourself or supporting someone who is, this conversation offers guidance to help you move forward with clarity and confidence.

    Like the episode? Follow us online:

    YouTube, @LoveFinancialGroup

    LinkedIn, Love Financial Group

    Website, LoveFinancialGroup.com

    29 min
  • Tackling Taxes: Strategies for Tax Filing Season

    In this episode, Paul and Elizabeth share practical tips to help you avoid “setting and forgetting” important accounts and ensure your financial strategy stays aligned with your goals.

    Don’t miss these insights designed to keep you proactive, organized, and one step ahead in 2026. 

    This content is intended to provide general information about Love Financial Group. It is not intended to offer or deliver investment advice in any way. Information regarding investment services are provided solely to gain an understanding of our investment philosophy, our strategies and to be able to contact us for further information.
    Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy will be profitable.  
    Additional Important Disclosures may be found in the Saxon Financial Group Form ADV Part 2A.


    Like the episode? Follow us online:

    YouTube, @LoveFinancialGroup

    LinkedIn, Love Financial Group

    Website, LoveFinancialGroup.com

    19 min
  • Financial Best Practices: Tips for 2026

    Join Paul and Elizabeth as they share financial thoughts for beginning a new year.  Hear tips on taking control of your money and putting it to work for you in 2026.

    This content is intended to provide general information about Love Financial Group. It is not intended to offer or deliver investment advice in any way. Information regarding investment services are provided solely to gain an understanding of our investment philosophy, our strategies and to be able to contact us for further information.
    Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy will be profitable.  
    Additional Important Disclosures may be found in the Saxon Financial Group Form ADV Part 2A.

    Like the episode? Follow us online:

    YouTube, @LoveFinancialGroup

    LinkedIn, Love Financial Group

    Website, LoveFinancialGroup.com

    13 min

About Love Financial Group Beyond the Numbers

From the publisher's feed

Join Paul Love, Founder and Owner of Love Financial Group, and Elizabeth Love Morrison, Financial Advisor, CDFA and Paul’s daughter, as they explore the financial topics that matter most to you in…