The Allon Exchange with Jay & Brittany Hagy Podcast Por Jay & Brittany Hagy arte de portada

The Allon Exchange with Jay & Brittany Hagy

The Allon Exchange with Jay & Brittany Hagy

De: Jay & Brittany Hagy
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We all have it in some form — whether it’s a little or a lot — yes, it’s money! But how do we efficiently steward what we have? How do we save, invest, pay off debt, prepare for the future, and also live with peace and generosity? Each week, financial professionals Jay and Brittany Hagy will discuss an array of financial topics while also sharing a glimpse into their own personal lives and story. They answer your questions about investing, college savings, paying down debt, financial planning, reducing your taxes, preparing for retirement, preserving and growing your wealth and much more.

For more information, or to get your own questions answered, call 800-971-4549.

 Economía Finanzas Personales Gestión Gestión y Liderazgo Liderazgo Política y Gobierno
Episodios
  • The Allon Exchange Ep. 97 The Allon Approach to Financial Planning

    The Allon Exchange Ep. 97 The Allon Approach to Financial Planning
    Mar 31 2025

    Brittany and Jay Hagy discuss the unique aspects of their financial advisory services. They emphasize their fiduciary responsibility, holistic approach to financial planning, and the importance of individualized and value-based investing--highlighting the significance of purpose-based financial planning and the indicators of financial health that clients should be aware of.

    Call Allon Planning Partners at 800-971-4549 or visit allonplanning.com for more information.

    See omnystudio.com/listener for privacy information.
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    16 m
  • The Allon Exchange Ep. 96 Warren Buffett's Number One Rule Of Investing, Positioning YOUR Money

    The Allon Exchange Ep. 96 Warren Buffett's Number One Rule Of Investing, Positioning YOUR Money
    Mar 29 2025

    Brittany & Jay Hagy explore. the importance of making timely decisions, setting clear financial goals, and simplifying investment strategies.

    The duo share Warren Buffett's philosophy regarding market caution and the implications of inflation on investment strategies.

    Brittany & Jay offer practical ways to help you overcome indecision and navigate the complexities of financial planning.

    Call Allon Planning Partners at 800-971-4549 or visit allonplanning.com for more information.

    See omnystudio.com/listener for privacy information.
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    13 m
  • The Allon Exchange Ep. 95 Quit Emotional Investing & Minimize Losses With This Financial Tip

    The Allon Exchange Ep. 95 Quit Emotional Investing & Minimize Losses With This Financial Tip
    Mar 15 2025

    Brittany and Jay Hagy discuss the psychological barriers to effective investing, particularly the phenomenon of paralysis by analysis. They emphasize the importance of making timely decisions, setting clear financial goals, and simplifying investment strategies offering a solution for panic and worry with your finances.

    Call Allon Planning Partners at 800-971-4549 or visit allonplanning.com for more information.

    See omnystudio.com/listener for privacy information.
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    14 m
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