Hosted by: Laura Hawley Special guest: Troy Garcia

Host
Laura Hawley – CFP®, President at Allen & Company

Co-Host
Troy Garcia – CFP®, Financial Advisor at Allen & Company

Guest
Kyle Cobia – AIF®, Financial Advisor at Allen & Company

In this episode, we discuss Investing and Saving in the New Year, Credit Card Resolutions, setting a course for the year Financially, and dealing with Credit Card Debt from 2016.

In this episode we cover:

• Economic compass (:41)
• Holiday Hangovers and how to deal with Credit Card Debt (5:25)
• Strategic ways to reduce spending and still have fun (11:08)
• Importance of Saving and how to actually save within your budget (17:27)
• Advantages of a Health Savings Account with guest Kyle Cobia, AIF®, Financial Advisor at Allen & Company (27:40)
• Investment opportunities and Income Investments for Retirees (38:31)

Links From the Show:

• Dow Jones
• Lakeland Chamber of Commerce
• The Lakeland Center
• Nasdaq
• S & P 500

Connect with:

Laura Hawley – CFP®, Senior Vice President at Allen & Company
Allen & Company – Laura Hawley

Troy Garcia – CFP®, Financial Advisor at Allen & Company
Allen & Company – Troy Garcia
LinkedIn – Troy Garcia

Kyle Cobia – AIF®, Financial Advisor at Allen & Company
Allen & Company – Kyle Cobia
LinkedIn – Kyle Cobia