Small Changes, Big Results | Your Wealth Journey Podcast

Episode Title: When to Hire a Financial Advisor: Milestones that Should Motivate You In this episode of Your Wealth Journey, produced by Bradford Financial Center, financial advisors Shallon Weis, CFP®, AIF®, and Jim Tausz, CFP®, AIF®, discuss one of the most common questions people ask: When is the right time to hire a financial advisor? Many people assume financial planning is only for those app...

Episode Title: Money and Mental Wellness: How Financial Planning Reduces Stress  In this episode of Your Wealth Journey , produced by Bradford Financial Center, financial advisors Shallon Weis, CFP®, AIF®, and Jim Tausz, CFP®, AIF®, explore the important connection between money and mental wellness, and how thoughtful financial planning can help reduce stress and create greater confidence for the...

Episode Title: Investing with Taxes in Mind: Strategies to Reduce Tax Liability at Any Income In this episode of Your Wealth Journey , produced by Bradford Financial Center, financial advisors Shallon Weis, CFP®, AIF®, and Jim Tausz, CFP®, AIF®, break down how smart investing is not just about what you earn…it’s about what you keep. From understanding how “tax drag” can quietly reduce your long-te...

Episode Title:  How to Talk to Your Kids About Money: Tools for Every Age In this episode of Your Wealth Journey , financial advisors Shallon Weis, CFP®, AIF® , and Jim Tausz, CFP®, AIF® , unpack one of the most important lessons parents can teach... how to talk to your kids about money . From preschoolers learning the basics of saving, spending, and giving, to teens managing their first paychecks...

Episode Title: Family Business Succession Planning: Building a Legacy That Lasts In this episode of Your Wealth Journey , financial advisors Shallon Weis and Jim Tausz of Bradford Financial Center dive into one of the most emotional and essential topics for business owners: family business succession planning . Together, they explore why so many family businesses struggle to transition smoothly, w...

In this episode of Your Wealth Journey , financial advisors Shallon Weis and Jim Tausz unpack the upcoming 2025 tax code changes —what’s shifting, who it impacts, and how to prepare. Whether you're nearing retirement, running a small business, or just trying to make smart money moves, this quick 15-minute episode gives you the clarity and confidence you need to navigate what's ahead. Stay tuned fo...

“Should I pay off my mortgage early?” It’s one of the most common questions we hear, and one of the trickiest to answer. In this episode, financial advisors Shallon Weis and Jim Tausz break down the emotional appeal and economic reality of becoming mortgage-free. From first-time homebuyers to retirees, we explore when paying off your mortgage early might be a smart move and when it could cost you...

At Bradford Financial Center , we’ve seen it all, the good, the bad, and the downright ugly of the financial world. In this episode, financial advisors Shallon Weis and Jim Tausz pull back the curtain on real-life financial train wrecks and unpack what went wrong. More importantly, they offer practical strategies to help you steer clear of common pitfalls and stay on track with your financial jour...

When you have the luxury of an estate plan, it goes without saying you want it to be well-managed long after you’re gone. From family to business succession planning to trusts, there are many options around setting the next generation up for success. In this episode, Bradford Financial Center's financial advisors, Shallon Weis and Jim Tausz discuss the ins and outs of estate planning outside of yo...

In this episode, Bradford Financial Center's financial advisors, Shallon Weis and Jim Tausz share valuable professional advice on later-in-life living. It’s a concern we all have, whether we’re caring for aging parents with compassion or considering long-term care for ourselves the road to aging is met with many questions about how to make the money last, how to live with dignity your way, and alt...

Understanding Insurance Products It’s a complicated world when you’re shopping for insurance products and coverage. Whether you're bridging the gap from employer-funded health insurance with the exchange or are considering your Medicare options, the Bradford team brings in the experts to break down the options on the open market and considerations when you’re choosing your plan. Let’s sort through...

In this episode, Bradford Financial Center's financial advisors, Shallon Weis and Jim Tausz continue the podcast series on Tax Planning and Tax Saving. Taxes are always a topic that's in season because our financial moves all year long impact our taxes. This episode dives into the financial strategies for saving on your tax bill come April. Stick around for the last five minutes where the two addr...

In this episode, Bradford Financial Center's financial advisors, Shallon Weis and Jim Tausz continue the podcast series on Retirement Planning. Throughout this retirement planning series, we've walked through the phases of retirement planning from the work you need to do in your early years, how to plan your actual job exit, and now this episode where we'll cover the post-retirement planning now t...

In this episode, Bradford Financial Center's financial advisors, Shallon Weis and Jim Tausz continue the podcast series on Retirement Planning. We covered the first stage of retirement planning which begins in your youth. This episode sets the stage and the preparations for our next podcast in this retirement planning series that focuses on post-retirement and the concerns you should be aware of a...

In this episode, Bradford Financial Center's financial advisors, Shallon Weis and Jim Tausz begin a podcast series on Retirement Planning. The first stage of retirement planning begins in your youth. This episode digs into the easy steps, the smart moves and how to prepare for the next stages. Stick around for the last five minutes where the two address Five Key Steps to Getting Retirement Plannin...

In this episode, Bradford Financial Center's financial advisors, Shallon Weis and Jim Tausz get real about how to pay for college if you are a student or parent who didn't save along the way. College might look different in this situation, but we'll cover the ways you can wrangle up the money and still earn a degree. Stick around for the last five minutes where the two address Five Ways to Set a B...

In this episode, Bradford Financial Center's financial advisors, Shallon Weis and Jim Tausz discuss the ways parents and students can ramp up their college savings if their student is entering high school. If college savings caught you off-guard, you're not alone, but there are some strategic moves you can make to put you in a better position with your college-bound student. Hang around for the la...

In this episode, Bradford Financial Center's financial advisors, Shallon Weis and Jim Tausz walk through smarter strategic plans that parents and students can start to implement at any part of their college planning journey – whether their child is still potty training or they are in high school and starting to do campus tours. Stick around for the last five minutes where the two address Five Ways...

In this episode, Bradford Financial Center's financial advisors, Shallon Weis and Jim Tausz share valuable professional advice on making money-saving moves that can save you a bundle and get you to your budgeting goals faster. Tune in to the last five minutes where our Five in Five segment rounds out this episode by diving into the best ways to Budget for Buying a Home. OUR APPROACH Today's invest...

In this episode, Bradford Financial Center's financial advisors, Shallon Weis and Jim Tausz share tactical ways to make budgeting easier. Whether you're just starting out or need some fast-track ways to get your financial house in order, this episode will help you gain valuable insight on setting goals, saving more, spending less, and achieving your financial objectives. Stick around for the last...

In this episode, Bradford Financial Center's financial advisors, Shallon Weis and Jim Tausz deliver better ways to assess and clean up debt. Before you can ace budgeting it's critical to address and reduce your current debt. But how? We'll discuss and compare the two varying methods, the Snowball Effect, and the Avalanche Method to help you decide the best method to tackle your debt and build a he...