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Digging Out of Debt

Hosted by: Laura Hawley Special guest: Troy Garcia

January 4, 2017

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:

Tweetable Topics:

Don’t blame. Accept that the debt is yours and focus in on it. – Troy Garcia, CFP®, Financial Advisor at Allen & Company

It also depends upon the time in space. Not all investments are good all at one time. – Laura Hawley, CFP®, Senior Vice President at Allen & Company

You need to take a look at what your objectives are, and what your risk tolerances are. – Laura Hawley, CFP®, Senior Vice President at Allen & Company

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

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