Brittany and Jay Hagy discuss the unique aspects of their financial advisory services. They emphasize their fiduciary responsibility, holistic approach to financial planning, and the importance of individualized and value-based investing--highlighting the significance of purpose-based financial planning and the indicators of financial health that clients should be aware of.

Call Allon Planning Partners at 800-971-4549 or visit allonplanning.com for more information.

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Brittany & Jay Hagy explore. the importance of making timely decisions, setting clear financial goals, and simplifying investment strategies.

The duo share Warren Buffett's philosophy regarding market caution and the implications of inflation on investment strategies. 

Brittany & Jay offer practical ways to help you overcome indecision and navigate the complexities of financial planning. 

Call Allon Planning Partners at 800-971-4549 or visit allonplanning.com for more information.

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Brittany and Jay Hagy discuss the psychological barriers to effective investing, particularly the phenomenon of paralysis by analysis. They emphasize the importance of making timely decisions, setting clear financial goals, and simplifying investment strategies offering a solution for panic and worry with your finances.

Call Allon Planning Partners at 800-971-4549 or visit allonplanning.com for more information.

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Brittany and Jay Hagy explore the importance of quitting the wrong habits, and the importance of investing with purpose, exploring a few critical aspects of financial management, including budgeting, emotional investing, and the necessity of custom financial plans.

Brittany and Jay discuss the importance of purpose-based financial planning, emphasizing the need to understand one's goals and values in order to make informed financial decisions.

They explore the significance of quitting the wrong things, learning from past mistakes, and the necessity of a comprehensive financial plan that includes investment management, income planning, tax planning, healthcare, and estate planning.

The duo discuss importance of having a clear vision and strategy to achieve financial success and security.

Call Allon Planning Partners at 800-971-4549 or visit allonplanning.com for more information.

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On the new edition of The Allon Exchange, Brittany and Jay Hagy discuss the various financial surprises that can occur in life, emphasizing the importance of proactive financial planning. They explore the nature of surprises, both good and bad, and how to prepare for them.

The duo explore healthcare and long-term care planning, and why a solid financial foundation is necessary to handle unexpected expenses.

Brittany & Jay talk proactive tax planning to avoid unexpected tax bills and the impact of inflation on retirement income. 

Call Allon Planning Partners at 800-971-4549 or visit allonplanning.com for more information.

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In this episode of the Allon Exchange, Brittany and Bruce discuss common financial myths, focusing on tax control within retirement accounts, the misconceptions surrounding safe versus risky investments, and the benefits of Health Savings Accounts (HSAs). They emphasize the importance of comprehensive financial planning and understanding risk tolerance to make informed investment decisions. In this conversation, Bruce, Brittany, and Jay Hagy discuss various myths surrounding retirement planning, including misconceptions about Medicare coverage, retirement account contributions, and the importance of having a financial advisor. They emphasize the need for comprehensive planning that includes healthcare costs, legal access to accounts, and true diversification of investments.

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In this conversation, Brittany and Jay Hagy discuss the concept of making resignations instead of resolutions for financial improvement in 2025.  The duo explore how to go about quitting bad financial habits such as overspending, delaying savings, and focusing on uncontrollable factors.

The discussion also covers current financial trends, concerns about inflation, and the necessity of proper financial positioning to navigate uncertainties in the market. In this conversation, Jay and Brittany Hagy discuss the importance of financial health and wellness, emphasizing the need for comprehensive planning that includes workshops, spending plans, having an emergency fund, managing debt, and setting clear financial goals. 

Call Brittany & Jay Hagy and the team at Allon Planning Partners at 800-971-4549 or visit allonplanning.com for more information.

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In this episode, Brittany and Jay discuss the significance of setting and maintaining New Year's resolutions, particularly focusing on financial goals for 2025. They emphasize the importance of intentional planning, establishing SMART goals, and maintaining motivation beyond initial enthusiasm.

Brittany explores some of the critical aspects of retirement planning, emphasizing the need for comprehensive financial strategies.

The duo weigh in on the importance of avoiding comparison with finances and rather how to advocate for your own planning journey to reach financial goals.

Get in touch with Jay & Brittany Hagy and the team at Allon Planning Partners by calling 800-971-4549.

https://allonplanning.com/

See omnystudio.com/listener for privacy information.

On the newest edition of The Allon Exchange with Jay & Brittany Hagy, the pair discuss the opportunity to improve your financial position as we enter 2025. Brittany and Jay play a little game for folks to play along with called "two retirement truths and a lie" and explore the common misconceptions and myths associated with retirement planning.

Get in touch with Jay & Brittany Hagy and the team at Allon Planning Partners by calling 800-971-4549.

https://allonplanning.com/

See omnystudio.com/listener for privacy information.

On the newest episode of The Allon Exchange, Jay & Brittany Hagy talk about the many decisions you make as you prepare for retirement and how important each and every one is. The duo explore the different solutions to common retirement planning problems and how you can get ahead of the financial planning process.

Get in touch with Jay & Brittany Hagy and the team at Allon Planning Partners by calling 800-971-4549.

https://allonplanning.com/

See omnystudio.com/listener for privacy information.