Financial Tides

About Financial Tides

A resourceful and entertaining podcast hosted by two certified financial advisors. Join John and Taylor Parrillo, a father and son duo, as they guide you through the intricate world of personal finance, investing, and wealth management. With their combined expertise and unique generational perspectives, they provide valuable advice and actionable strategies to help you secure your financial future. Registered Representatives offering securities through Cetera Advisors LLC, a registered broker-dealer, (doing insurance business in CA as CFGA Insurance Agency LLC), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera firms are under separate ownership from any other named entity. CA Insurance Licenses #0F60123 and #0M90666 6265 Greenwich Dr, Suite 251, San Diego, CA 92122

Publisher

Wealth Navigation Advisors

Category

business

Language

en

Explicit

No

First episode

30 Nov 2023

Latest episode

22 Aug 2024

Latest episodes

14 episodes in the feed.

1. 

   22 Aug 2024

   Financial Tides: Planning for the Three Stages of Retirement

2. 

   26 Jun 2024

   Financial Tides: Planning, Saving, and Spending Over a Lifetime

3. 

   10 May 2024

   Financial Tides: Charitable Contributions

4. 

   16 Apr 2024

   Financial Tides: Optimizing Social Security

   Optimizing your social security varies a lot from person to person. John and Taylor discuss some very useful information to help you make your social security decisions.

5. 

   27 Mar 2024

   Financial Tides: Advice For Home Buyers

   John and Taylor discuss important factors an decisions for purchasing a home.

6. 

   26 Feb 2024

   Financial Tides: 7 Questions for Retirement

   In this episode of "Financial Tides," we delve into the crucial topic of retirement planning with our special segment, "7 Questions for Retirement." Join us as we navigate the waters of financial security in later years, exploring key considerations, expert insights, and actionable strategies to help you chart a course towards a prosperous and fulfilling retirement. Tune in to gain valuable knowledge and confidence in managing your financial future.

7. 

   12 Feb 2024

   Financial Tides: Tax Planning

   We are now in tax season! John and Taylor discuss the different tax documents you'll generate and which ones are required for filing your taxes. They also explain some useful tax strategies.

8. 

   5 Feb 2024

   Financial Tides: Deed Theft

   John and Taylor discuss a dangerous form of identify theft: Deed Theft.

9. 

   29 Jan 2024

   Financial Tides: Analysis Paralysis

   John and Taylor discuss a problem that affects many, analysis paralysis! Don't miss this episode because it could save you in the future!

10. 

    9 Jan 2024

    Financial Tides: Financial Mistakes to Avoid

    John and Taylor discuss common financial mistakes made and how to avoid them. Don't miss this episode!

11. 

    4 Jan 2024

    Financial Tides: Budgeting

    Taylor and Amanda discuss some helpful advice on budgeting.

12. 

    4 Jan 2024

    Financial Tides: Managing Finances as a Couple

    This episode John and Taylor are joined by their better halves! The four of them discuss how they navigate the sometimes complicated world of managing finances as a couple.

13. 

    5 Dec 2023

    Financial Tides: Episode 6 Credit Scores

    John and Taylor delve into the intricacies of how your credit score works.

14. 

    30 Nov 2023

    Financial Tides: Episode 5 Insurance

    John and Taylor discuss the different kinds of insurance and go in depth on which types of coverage you require.