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Financial Planning

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Financial Planning

  • Episode 14

    PART 1 | Insurance

    In this episode, Stephanie Bracken dives into the often-overlooked world of insurance, breaking down why it’s not just a safety net, but a powerful financial planning tool. From protecting your income to planning for long-term care, she explains how the right insurance strategies can support you well into your later years. Whether you’re just starting to build your financial foundation or preparing for retirement, this episode highlights why insurance matters more than you think.

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  • Episode 15

    PART 2 | Insurance

    In Part 2 of our deep dive into insurance, Stephanie Bracken breaks down key types of coverage: term insurance, liability insurance, comprehensive insurance, and universal insurance, and explains why each plays a crucial role in a well-rounded financial strategy. Whether you’re protecting your loved ones, your property, or your long-term goals, this episode provides insight into how these policies work and why they matter at every stage of life.

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  • Episode 17

    What Should You Ask Before Picking a Financial Advisor?

    In this episode, Steph breaks down how your personal beliefs, background, and goals all play a role in choosing the right financial advisor. Don’t just pick someone with a title, pick someone who gets you. Choosing a financial advisor isn’t one-size-fits-all. In Episode 17, Steph dives into the key factors to consideR, from ethics and demographics to fees and service offerings. She explains how your personal views and values should align with your advisor’s approach, and why it’s important they offer the full suite of services you need, like tax planning, insurance, and investment strategies.

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  • Episode 18

    Smart Investing in Your 20s & 30s

    In Episode 18 of Watch Your Assets, Steph Bracken breaks down what young investors (18–35 years old) should focus on when first entering the investment world. From getting started with confidence to smart tips for building long-term wealth, this episode is packed with actionable advice for anyone ready to get ahead financially.

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Financial Planning

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