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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 17 | Family Business Succession Planning & Avoiding Common Pitfalls
Episode 17
Monday, 24 November, 2025
Episode Title: Family Business Succession Planning: Building a Legacy That LastsIn 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 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.
