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Bristol Financial Services

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Bristol Financial Services

36 Main Street, Bristol, VT 05443Overview and discussion of a variety of topics related to investing, financial planning, retirement, and insurance.Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA, SIPC a broker/dealer and registered investment advisor. Cetera is under separate ownership from any other named entity. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Advisor Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Advisor Representatives, who can offer both types of services.

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  1. 24

    Options for a Former Employers Retirement Plan

    In this episode we touch upon what to do with your employers retirement plan when you leave employment  

  2. 23

    Birthdays over 50

    While all birthdays are imprtant, there are some milestone birthdays in the financial world that may be beneficial.  Find out why in this episode.

  3. 22

    Positive Money Management Habits

  4. 21

    Planning for Retirement

  5. 20

    Paying off Debt or Saving for Retirement

    In this episode Shawn talks about how to prioritize debt AND saving for retirement.

  6. 19

    Investing with your moral and social compass

    In this episode Shawn dicusses how people can support their social beliefs through their investment portfolio.

  7. 18

    Misconceptions of Budgeting

    In this episode Shawn discusses some common misconceptions when it comes to budgeting and some simple fixes people can use to help make the process smoother.

  8. 17

    Roth Conversions

    Roth Conversions

  9. 16

    Planning for financial Independence

    Planning for Financial Independence

  10. 15

    The Giving Season

    The Giving Season in 2024

  11. 14

    2025 IRAs

    IRAs in 2025

  12. 13

    Roth IRAs versus Traditional IRAs

    Shawn discusses what some of the advantages are of a Roth IRA versus a Traditional IRA.

  13. 12

    The Difference Between Savings & Investing

    The terms "saving" and "investing" are used interchangeably, but they are quite different.  This episode discusses the differences.

  14. 11

    The Social Security Trust Fund

    In early May, the Social Security Board of Trustees announced that the trust funds had revenue to pay full benefits until 2035.Generally speaking, the headline's tone is very grim and indicates that the fund will be totally depleted in a matter of years, but this isn't really what's happening.

  15. 10

    Lead Your Family - Generational Financial Conversations

    It's common for people to find themselves raising a young family & having to deal with aging parents at the same time.  This is challenging to say the least, but it is an opportunity to learn from your parents, decide your own future, and foster a strong vision for your children.

  16. 9

    Investing During an Election Year

    Things to take in to consideration when you're investing during an election year.

  17. 8

    Keeping Financial Information Safe in the Digital Age

  18. 7

    Exemptions for Early Withdrawal - Secure Act 2.0

  19. 6

    Financial Considerations for 2024

  20. 5

    Downsizing

    Many people think about downsizing in retirement.  Here are things to be aware of if you're thinking about downsizing in your life.

  21. 4

    Qualified Charitable Distributions (QCDs)

    Learn how Qualified Charitable Distributions can positively impact your tax burden in retirement.

  22. 3

    Long Term Care

    Planning for Long Term Care in your future

  23. 2

    Securing Your Financial Future

    Steps you can take today to ensure financial stability down the line.

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ABOUT THIS SHOW

36 Main Street, Bristol, VT 05443Overview and discussion of a variety of topics related to investing, financial planning, retirement, and insurance.Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA, SIPC a broker/dealer and registered investment advisor. Cetera is under separate ownership from any other named entity. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Advisor Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Advisor Representatives, who can offer both types of services.

HOSTED BY

Shawn Oxford, Investment Advisor Representative

Produced by Bristol Financial Services

CATEGORIES

business investing
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