Episode 3 - What are my financial priorities?

We want you to enjoy your life and enjoy the money that you make. How do you do this? There are several steps that you need to follow to make sure you are making good decisions. We will cover these steps over two podcasts. The first part is all about savings and protection. Alex and Ryan will guide you to looking at how you are protecting your income so that you and your family can enjoy life for years to come.

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. The Living Balance Sheet® (LBS) and the LBS logo are service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY. © Copyright 2005-2019 Guardian. Guardian does not issue nor advise for Auto, Homeowners, Umbrella, or Health Insurance. All Investments and investment strategies contain risk and may lose value.# 2019-83105 Exp 07/21