Small Changes, Big Results | Your Wealth Journey Podcast

Hosted by Shallon Weis, CFP

Business Investing

Website RSS feed

Episodes

Latest episode

Jun 2026

Language

About the show

Bradford Financial Center, a national wealth management company, delivers a financial advisor's simple approach to making small changes that can result in big results for your financial future. From budgeting, tax planning, and saving for retirement to college planning, smarter insurance solutions, and building wealth, the practical advice is easy to apply for investors at any level. All episodes include a "Five in Five" segment where we break down quick-hit financial trends for their listeners.

Listen to episodes

21 recent

June 23, 2026Episode 2116 min

When to Hire a Financial Advisor: Milestones that Should Motivate You

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 approaching retirement or managing significant wealth. In reality, some of life's most important milestones can create financial complexity long before retirement enters the picture. From starting a new job and growing your family to receiving an inheritance, changing careers, preparing for retirement, or navigating major life transitions, Shallon and Jim explore the moments when professional financial guidance can make a meaningful difference. Throughout the conversation, they discuss how a financial advisor can help bring clarity to important decisions, coordinate investment, tax, insurance, and estate planning strategies, and provide an objective perspective during times of uncertainty. They also explain why waiting until a financial challenge arises may limit your options and how proactive planning can help create greater confidence and peace of mind. Whether you're building wealth, approaching retirement, managing a significant life change, or simply wondering if it's time to seek professional guidance, this episode offers practical insights to help you evaluate where you are today and what support may help you move forward with confidence. Stay tuned for the Five in Five segment at the end, where Shallon and Jim share five key milestones that may signal it's time to work with a financial advisor, along with practical tips for evaluating your financial picture, identifying planning gaps, and taking the next step toward a more coordinated financial future. OUR APPROACH Today's investor needs more than a portfolio manager; they need a dedicated financial consultant who can professionally evaluate all elements that make up your financial landscape and offer customized strategies that achieve your goals. Bradford Financial Center advisors evaluate your risk, tax liability, retirement planning, legal obligations, and more, and then advise only on investments and strategies that make sense to your financial situation. OUR WEALTH MANAGEMENT SERVICES Bradford Financial Center offers individual and corporate services in: Financial Consulting Investments Tax-Savings Strategies Feasibility Studies Risk Management Retirement and Estate Planning, Trust Planning Business Development and Business Valuations WE'RE SOCIAL Connect with us to read the latest financial trends and market updates. Facebook Instagram LinkedIn SUBSCRIBE To receive our monthly financial news email in your inbox, subscribe HERE . DISCLAIMER: This podcast is for general information and educational purposes only and is not intended to be specific advice for any individual. Consult your financial professional regarding your situation.

May 27, 2026Episode 2016 min

Episode 20 | Money and Mental Wellness: How Financial Planning Reduces Stress

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 future. From the emotional weight of market uncertainty and debt concerns to the everyday pressures families face around retirement, budgeting, caregiving, and unexpected expenses, Shallon and Jim discuss how financial stress impacts more than just bank accounts. They share practical strategies for building a financial plan that creates clarity, improves decision-making, and helps individuals and families feel more in control during uncertain times. Throughout the conversation, they explain how organizing financial priorities, preparing for emergencies, developing long-term retirement and investment strategies, and maintaining consistent communication with a trusted advisor can ease anxiety and support overall well-being. They also discuss the importance of balancing financial goals with personal values, lifestyle priorities, and peace of mind. Whether you’re navigating a major life transition, feeling overwhelmed by financial uncertainty, or simply looking for ways to feel more confident about your future, this episode offers approachable guidance and actionable insights designed to help you strengthen both your financial health and your mental wellness. Stay tuned for the Five in Five segment at the end, where Shallon and Jim share five practical ways to reduce financial stress, including creating an emergency fund, automating savings habits, organizing important financial documents, focusing on controllable long-term goals, and scheduling regular financial check-ins to stay proactive instead of reactive. OUR APPROACH Today's investor needs more than a portfolio manager; they need a dedicated financial consultant who can professionally evaluate all elements that make up your financial landscape and offer customized strategies that achieve your goals. Bradford Financial Center advisors evaluate your risk, tax liability, retirement planning, legal obligations, and more, and then advise only on investments and strategies that make sense to your financial situation. OUR WEALTH MANAGEMENT SERVICES Bradford Financial Center offers individual and corporate services in: Financial Consulting Investments Tax-Savings Strategies Feasibility Studies Risk Management Retirement and Estate Planning, Trust Planning Business Development and Business Valuations WE'RE SOCIAL Connect with us to read the latest financial trends and market updates. Facebook Instagram LinkedIn SUBSCRIBE To receive our monthly financial news email in your inbox, subscribe HERE . DISCLAIMER: This podcast is for general information and educational purposes only and is not intended to be specific advice for any individual. Consult your financial professional regarding your situation.

January 15, 2026Episode 1919 min

Episode 19 | Investing with Taxes in Mind: Strategies to Reduce Tax Liability at Any Income Level

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-term returns, to choosing the right mix of Roth, traditional, and taxable accounts based on your current income level, Shallon and Jim walk listeners through practical ways to build a more tax-efficient investment strategy over time. They explore key concepts like asset location (where different investments should live), long-term vs. short-term capital gains timing, tax-loss harvesting, and powerful charitable giving strategies like donating appreciated stock, donor-advised funds, and qualified charitable distributions. Whether you’re early in your investing journey or already building wealth for retirement, this episode offers clear guidance and actionable tips to help you reduce unnecessary tax exposure while staying focused on your long-term financial goals. Stay tuned for the Five in Five segment at the end, where Shallon and Jim share five quick ways to make your portfolio more tax-efficient, including account “bucket” planning, holding-period awareness, tax-advantaged tools, charitable giving strategies, and why regular plan reviews are essential for keeping your taxes and your investments working together. OUR APPROACH Today's investor needs more than a portfolio manager; they need a dedicated financial consultant who can professionally evaluate all elements that make up your financial landscape and offer customized strategies that achieve your goals. Bradford Financial Center advisors evaluate your risk, tax liability, retirement planning, legal obligations, and more, and then advise only on investments and strategies that make sense to your financial situation. OUR WEALTH MANAGEMENT SERVICES Bradford Financial Center offers individual and corporate services in: Financial Consulting Investments Tax-Savings Strategies Feasibility Studies Risk Management Retirement and Estate Planning, Trust Planning Business Development and Business Valuations WE'RE SOCIAL Connect with us to read the latest financial trends and market updates. Facebook Instagram LinkedIn SUBSCRIBE To receive our monthly financial news email in your inbox, subscribe HERE . DISCLAIMER: This podcast is for general information and educational purposes only and is not intended to be specific advice for any individual. Consult your financial professional regarding your situation.

December 1, 2025Episode 1817 min

Episode 18 | How to Talk to Your Kids About Money: Tools for Every Age

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 or budgeting for college, Shallon and Jim share age-appropriate strategies to make financial education part of everyday life. They explore fun, practical tools like the three-jar system, kid-friendly allowance apps, games that teach money management, and creative ways to involve kids in real family budgeting. Whether you’re just starting the conversation or looking for new ways to make money lessons stick, this episode offers encouragement, expert insight, and simple ideas for raising confident, financially capable kids. Stay tuned for the Five in Five segment at the end, where Shallon and Jim share five top resources to help your family make money lessons fun, hands-on, and meaningful. OUR APPROACH Today's investor needs more than a portfolio manager; they need a dedicated financial consultant who can professionally evaluate all elements that make up your financial landscape and offer customized strategies that achieve your goals. Bradford Financial Center advisors evaluate your risk, tax liability, retirement planning, legal obligations, and more, and then advise only on investments and strategies that make sense to your financial situation. OUR WEALTH MANAGEMENT SERVICES Bradford Financial Center offers individual and corporate services in: Financial Consulting Investments Tax-Savings Strategies Feasibility Studies Risk Management Retirement and Estate Planning, Trust Planning Business Development and Business Valuations WE'RE SOCIAL Connect with us to read the latest financial trends and market updates. Facebook Instagram LinkedIn SUBSCRIBE To receive our monthly financial news email in your inbox, subscribe HERE . DISCLAIMER: This podcast is for general information and educational purposes only and is not intended to be specific advice for any individual. Consult your financial professional regarding your situation.

November 24, 2025Episode 1710 min

Episode 17 | Family Business Succession Planning & Avoiding Common Pitfalls

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, what proactive steps can secure your legacy, and how early, thoughtful planning can protect both relationships and financial futures. From common pitfalls to smart strategies, this episode offers practical, experience-based advice from Jim’s 50+ years in financial planning and firsthand succession experience. Stay tuned for the Five in Five segment at the end, where Shallon and Jim share five actionable tips for crafting a succession plan that stands the test of time so your business, and your family, can thrive for generations to come. OUR APPROACH Today's investor needs more than a portfolio manager; they need a dedicated financial consultant who can professionally evaluate all elements that make up your financial landscape and offer customized strategies that achieve your goals. Bradford Financial Center advisors evaluate your risk, tax liability, retirement planning, legal obligations, and more, and then advise only on investments and strategies that make sense to your financial situation. OUR WEALTH MANAGEMENT SERVICES Bradford Financial Center offers individual and corporate services in: Financial Consulting Investments Tax-Savings Strategies Feasibility Studies Risk Management Retirement and Estate Planning, Trust Planning Business Development and Business Valuations WE'RE SOCIAL Connect with us to read the latest financial trends and market updates. Facebook Instagram LinkedIn SUBSCRIBE To receive our monthly financial news email in your inbox, subscribe HERE . DISCLAIMER: This podcast is for general information and educational purposes only and is not intended to be specific advice for any individual. Consult your financial professional regarding your situation.

June 16, 2025Episode 167 min

Episode 16 | Understanding the 2025 Tax Code Changes

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 for the Five in Five segment at the end, where we share five strategic planning ideas that could help you save big in the next tax year. OUR APPROACH Today's investor needs more than a portfolio manager; they need a dedicated financial consultant who can professionally evaluate all elements that make up your financial landscape and offer customized strategies that achieve your goals. Bradford Financial Center advisors evaluate your risk, tax liability, retirement planning, legal obligations, and more, and then advise only on investments and strategies that make sense to your financial situation. OUR WEALTH MANAGEMENT SERVICES Bradford Financial Center offers individual and corporate services in: Financial Consulting Investments Tax-Savings Strategies Feasibility Studies Risk Management Retirement and Estate Planning, Trust Planning Business Development and Business Valuations WE'RE SOCIAL Connect with us to read the latest financial trends and market updates. Facebook Instagram LinkedIn SUBSCRIBE To receive our monthly financial news email in your inbox, subscribe HERE . DISCLAIMER: This podcast is for general information and educational purposes only and is not intended to be specific advice for any individual. Consult your financial professional regarding your situation.

June 16, 2025Episode 1512 min

Episode 15 | Should I Pay Off My Mortgage Early?

“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 in the long run. 🏡 Stick around for the final five minutes as our Five in Five segment dishes out five mortgage strategies that could shave years off your loan and save you thousands in interest. OUR APPROACH Today's investor needs more than a portfolio manager; they need a dedicated financial consultant who can professionally evaluate all elements that make up your financial landscape and offer customized strategies that achieve your goals. Bradford Financial Center advisors evaluate your risk, tax liability, retirement planning, legal obligations, and more, and then advise only on investments and strategies that make sense to your financial situation. OUR WEALTH MANAGEMENT SERVICES Bradford Financial Center offers individual and corporate services in: Financial Consulting Investments Tax-Savings Strategies Feasibility Studies Risk Management Retirement and Estate Planning, Trust Planning Business Development and Business Valuations WE'RE SOCIAL Connect with us to read the latest financial trends and market updates. Facebook Instagram LinkedIn SUBSCRIBE To receive our monthly financial news email in your inbox, subscribe HERE . DISCLAIMER: This podcast is for general information and educational purposes only and is not intended to be specific advice for any individual. Consult your financial professional regarding your situation.

June 16, 2025Episode 1410 min

Episode 14 | Financial Train Wrecks & How to Avoid Them

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 journey. 🎧 Stick around for the final five minutes as we dive into our Five in Five segment— outlining five financial red flags that might help you avoid money trainwrecks. OUR APPROACH Today's investor needs more than a portfolio manager; they need a dedicated financial consultant who can professionally evaluate all elements that make up your financial landscape and offer customized strategies that achieve your goals. Bradford Financial Center advisors evaluate your risk, tax liability, retirement planning, legal obligations, and more and then advise only on investments and strategies that make sense to your financial situation. OUR WEALTH MANAGEMENT SERVICES Bradford Financial Center offers individual and corporate services in: Financial Consulting Investments Tax-Savings Strategies Feasibility Studies Risk Management Retirement and Estate Planning, Trust Planning Business Development and Business Valuations WE'RE SOCIAL Connect with us to read the latest financial trends and market updates. Facebook Instagram LinkedIn SUBSCRIBE To receive our monthly financial news email in your inbox, subscribe HERE . DISCLAIMER: This podcast is for general information and educational purposes only and is not intended to be specific advice for any individual. Consult your financial professional regarding your situation.

May 29, 2024Episode 1312 min

Episode 13 | Estate Planning & Helping the Next Generation Grow Their Wealth

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 your wealth. Stick around for the last five minutes where our Five in Five segment keeps unwrapping this topic to answer Five Tax-Saving Ways to Transfer Wealth. OUR APPROACH Today's investor needs more than a portfolio manager, they need a dedicated financial consultant who can professionally evaluate all elements that make up your financial landscape and offer customized strategies that achieve your goals. Bradford Financial Center advisors evaluate your risk, tax liability, retirement planning, legal obligations, and more and then advise only on investments and strategies that make sense to your financial situation. OUR WEALTH MANAGEMENT SERVICES Bradford Financial Center offers individual and corporate services in: Financial Consulting Investments Tax-savings Strategies Feasibility Studies Risk Management Retirement and Estate Planning, Trust Planning Business Development and Business Valuations WE'RE SOCIAL Connect with us to read the latest financial trends and market updates. Facebook Instagram LinkedIn SUBSCRIBE To receive our monthly financial news email in your inbox, subscribe HERE . DISCLAIMER: This podcast is for general information and educational purposes only and is not intended to be specific advice for any individual. Consult your financial professional regarding your situation.

March 15, 2024Episode 129 min

Episode 12 | Financially Preparing for Life Stages Ahead

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 alternatives to long-term care facilities. We’ll unpack it all. Tune in to the last five minutes where our Five in Five segment answers Five of our Biggest Long-term Care Questions. OUR APPROACH Today's investor needs more than a portfolio manager, they need a dedicated financial consultant who can professionally evaluate all elements that make up your financial landscape and offer customized strategies that achieve your goals. Bradford Financial Center advisors evaluate your risk, tax liability, retirement planning, legal obligations, and more and then advise only on investments and strategies that make sense to your financial situation. OUR WEALTH MANAGEMENT SERVICES Bradford Financial Center offers individual and corporate services in: Financial Consulting Investments Tax-savings Strategies Feasibility Studies Risk Management Retirement and Estate Planning, Trust Planning Business Development and Business Valuations WE'RE SOCIAL Connect with us to read the latest financial trends and market updates. Facebook Instagram LinkedIn SUBSCRIBE To receive our monthly financial news email in your inbox, subscribe HERE . DISCLAIMER: This podcast is for general information and educational purposes only and is not intended to be specific advice for any individual. Consult your financial professional regarding your personal situation.