Episode 002 - What do I do with my bonus or RSU?

It’s bonus season and you suddenly find yourself with extra money. How do you spend it wisely, where do you invest it, how can you make a good decision to create financial balance? Ryan and Alex will help you think before you spend and simplify your financial life.

This podcast is for informational purposes only and is not to be construed as tax, legal, or investment advice. Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary. Therefore, the information should be relied upon only when coordinated with individual professional advice.  Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, or Quantified Financial Partners and opinions stated are their own.  Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.

Ryan & Alex are Registered Representatives and Financial Advisors of Park Avenue Securities LLC (PAS). OSJ: 3585 Maple St #140 Ventura, CA 909-399-1100. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representatives of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Quantified Financial Partners is not an affiliate or subsidiary of PAS or Guardian.  Financial Balance® is a service mark of The Guardian Life Insurance Company of America® (Guardian), New York, NY 10004. © 2019 Guardian 2019-82451 Exp. 7/21