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Financial Literacy with Dana Hurley

Hosted by: Laura Hawley Special guest: Dana Hurley

April 4, 2018

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

Co-Host
Dana Hurley – Financial Advisor at Allen & Company

In this episode, we discuss Financial Literacy as part of Financial Literacy month of April. We will share the basics of budgeting and understanding your finances, share common practices, and help change the mindset of your Financial future. We will also be discussing the importance of asset allocation and how that will affect your overall Financial Plan.

In this episode we cover:

  • Assessing your Financial situation and taking advantage of your Tax Return and IRA contributions (1:54)
  • Economic Compass (4:46)
  • How to better prepare to file your Taxes (8:24)
  • The importance of Financial Literacy for kids and where to begin (11:19)
  • Defining Financial Literacy and applying it to your daily Finances (21:05)
  • Asset Allocation: what it means, and how it affects your Financial Future (30:19)
  • Working with younger clients and their financial future (31:07)
  • SUN ‘n FUN and the impact it has on the community (35:50)

Links From the Show:

Connect with:

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

Dana Hurley – Financial Advisor at Allen & Company
Allen & Company – Dana Hurley
LinkedIn – Dana Hurley

 

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