Bristol Financial Services

6 Smart Money Habits for Building Long Term Wealth 18.05.2026 3:36 ↓

Many folks assume that if you make good money that wealth will naturally follow, but wealth is built over time with consistent decisions and actions.  Today we will discuss steps towards pursuing these good habits. 

Options for a Former Employers Retirement Plan 16.01.2026 3:54 ↓

In this episode we touch upon what to do with your employers retirement plan when you leave employment  

Birthdays over 50 16.01.2026 4:25 ↓

While all birthdays are imprtant, there are some milestone birthdays in the financial world that may be beneficial.  Find out why in this episode.

Paying off Debt or Saving for Retirement 24.06.2025 2:21 ↓

In this episode Shawn talks about how to prioritize debt AND saving for retirement.

Investing with your moral and social compass 24.06.2025 2:38 ↓

In this episode Shawn dicusses how people can support their social beliefs through their investment portfolio.

Misconceptions of Budgeting 24.06.2025 2:55 ↓

In this episode Shawn discusses some common misconceptions when it comes to budgeting and some simple fixes people can use to help make the process smoother.

Roth Conversions 20.03.2025 3:59 ↓

Roth Conversions

Planning for financial Independence 13.02.2025 3:28 ↓

Planning for Financial Independence

The Giving Season 13.02.2025 3:22 ↓

The Giving Season in 2024

2025 IRAs 13.02.2025 3:21 ↓

IRAs in 2025

Roth IRAs versus Traditional IRAs 29.08.2024 3:26 ↓

Shawn discusses what some of the advantages are of a Roth IRA versus a Traditional IRA.

The Difference Between Savings & Investing 28.08.2024 3:39 ↓

The terms "saving" and "investing" are used interchangeably, but they are quite different.  This episode discusses the differences.

The Social Security Trust Fund 01.08.2024 3:47 ↓

In early May, the Social Security Board of Trustees announced that the trust funds had revenue to pay full benefits until 2035.Generally speaking, the headline's tone is very grim and indicates that the fund will be totally depleted in a matter of years, but this isn't really what's happening.

Lead Your Family - Generational Financial Conversations 01.08.2024 3:21 ↓

It's common for people to find themselves raising a young family & having to deal with aging parents at the same time.  This is challenging to say the least, but it is an opportunity to learn from your parents, decide your own future, and foster a strong vision for your children.

Investing During an Election Year 01.08.2024 5:19 ↓

Things to take in to consideration when you're investing during an election year.

Downsizing 18.12.2023 7:05 ↓

Many people think about downsizing in retirement.  Here are things to be aware of if you're thinking about downsizing in your life.

Qualified Charitable Distributions (QCDs) 04.12.2023 5:19 ↓

Learn how Qualified Charitable Distributions can positively impact your tax burden in retirement.

Long Term Care 23.10.2023 8:19 ↓

Planning for Long Term Care in your future

Securing Your Financial Future 28.06.2023 6:35 ↓

Steps you can take today to ensure financial stability down the line.