Small Changes, Big Results | Your Wealth Journey Podcast

About Small Changes, Big Results | Your Wealth Journey Podcast

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.

Publisher

Shallon Weis, CFP

Category

business

Language

en

Explicit

No

First episode

25 Mar 2022

Latest episode

24 Sept 2026

Latest episodes

23 episodes in the feed.

1. 

   24 Sept 2026

   Episode 22: When Paychecks Stop: Creating a Retirement Income Plan

   Episode Title: When Paychecks Stop: Creating a Retirement Income Plan 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 biggest financial shifts in retirement: moving from earning a regular paycheck to creating income from the assets you have accumulated. After decades of working, saving, and contributing to retirement accounts, the transition can feel unfamiliar. Retirees must determine how much income they will need, when to claim Social Security, which accounts to draw from first, and how to balance current spending with the need to make their savings last. Shallon and Jim explain why a successful retirement income plan involves more than choosing a withdrawal rate. Throughout the conversation, they explore how Social Security, pensions, retirement accounts, investments, taxes, and cash reserves can work together to create a dependable income strategy. They also discuss planning for market fluctuations, healthcare expenses, inflation, and unexpected costs without losing sight of the lifestyle you worked hard to enjoy. Rather than treating retirement income as a series of isolated decisions, Shallon and Jim explain how a coordinated plan can help you understand where your income will come from, how withdrawals may affect your taxes, and when you may need to adjust. With the right strategy, the end of a paycheck does not have to mean the end of financial confidence. Whether you are approaching retirement, newly retired, or already drawing income from your savings, this episode offers practical insights to help you turn accumulated assets into a thoughtful, sustainable retirement paycheck. Stay tuned for the Five in Five segment at the end, where Shallon and Jim share five important considerations for building a retirement income plan, including identifying essential expenses, coordinating income sources, preparing for taxes and market changes, maintaining an appropriate cash reserve, and reviewing your strategy as life evolves. 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 (https://www.facebook.com/BradfordFinancialCenter) Instagram (https://www.instagram.com/bradfordfinancialcenter/) LinkedIn (https://www.linkedin.com/company/bradford-financial-center/) SUBSCRIBE To receive our monthly financial news email in your inbox, subscribe HERE (https://www.bradfordfinancialcenter.com/subscribe). 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.

2. 

   23 Sept 2026

   Episode 23: Family Money Conversations & Wealth Across Generations

   Episode Title: Family Money Conversations: Talking About Wealth Across Generations In this episode of Your Wealth Journey, produced by Bradford Financial Center, financial advisors Shallon Weis, CFP®, AIF®, and Jim Tausz, CFP®, AIF®, discuss an important but often uncomfortable part of financial planning: talking with your family about money. Conversations about finances, retirement plans, inheritances, caregiving responsibilities, and estate wishes can be difficult to begin. Parents may hesitate to share personal financial information, while adult children may worry that asking questions will feel intrusive. Shallon and Jim explain why avoiding these discussions can leave families unprepared when a health event, death, or other major transition requires important decisions to be made quickly. Throughout the conversation, they explore what families should discuss, when to begin, and how much information needs to be shared. They also explain how conversations about financial accounts, important documents, professional contacts, healthcare wishes, and estate plans can reduce confusion and help family members understand their roles before a crisis occurs. These discussions are not only about transferring wealth. They can also help families communicate the values, intentions, and responsibilities connected to that wealth. Shallon and Jim discuss how a financial advisor can help facilitate productive conversations, coordinate with estate-planning and tax professionals, and ensure that a family’s financial plan reflects what matters most. Whether you are preparing to speak with aging parents, introducing financial responsibility to your children, planning an inheritance, or simply trying to make money a more comfortable topic within your family, this episode offers practical guidance for beginning the conversation with clarity and care. Stay tuned for the Five in Five segment at the end, where Shallon and Jim share five practical steps for starting a family money conversation, including choosing the right time, identifying the essential information to discuss, locating important documents, clarifying family roles, and bringing the appropriate professionals into the conversation. 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 (https://www.facebook.com/BradfordFinancialCenter) Instagram (https://www.instagram.com/bradfordfinancialcenter/) LinkedIn (https://www.linkedin.com/company/bradford-financial-center/) SUBSCRIBE To receive our monthly financial news email in your inbox, subscribe HERE (https://www.bradfordfinancialcenter.com/subscribe). 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.

3. 

   23 Jun 2026

   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 (https://www.facebook.com/BradfordFinancialCenter) Instagram (https://www.instagram.com/bradfordfinancialcenter/) LinkedIn (https://www.linkedin.com/company/bradford-financial-center/) SUBSCRIBE To receive our monthly financial news email in your inbox, subscribe HERE (https://www.bradfordfinancialcenter.com/subscribe). 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.

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

5.0 / 5

1 ratings

Podcast Authority Score: 31 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

51

Social presence

0

YouTube

0

Engagement

27

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Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

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