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Small Changes, Big Results | Your Wealth Journey PodcastBradford 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. Author: Shallon Weis, CFP
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. Language: en Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Episode 16 | Understanding the 2025 Tax Code Changes
Episode 16
Monday, 16 June, 2025
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 APPROACHToday'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 SERVICESBradford Financial Center offers individual and corporate services in:Financial ConsultingInvestmentsTax-Savings StrategiesFeasibility StudiesRisk ManagementRetirement and Estate Planning, Trust PlanningBusiness Development and Business ValuationsWE'RE SOCIALConnect with us to read the latest financial trends and market updates.FacebookInstagramLinkedInSUBSCRIBETo 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.
