Hosted by: Laura Hawley Special guest: Dana Hurley

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

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

Guest
Dr. Daniel Haight – MD, FACP, FSHEA, Vice-President of Community Health at LRMC

In this episode, we discuss Financial Literacy as part of Financial Literacy Month of April. We will share the basics of budgeting and understanding you 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. As part of our Medical Moments, we welcome special guest Dr. Daniel Haight, MD, FACP, FSHEA, Vice-President of Community Health at LRMC, to discuss common health issues.

In this episode we cover:

• Discuss Financially Literacy, budgeting, and assessing your financial situation (5:15)
• Discuss ways to keep track of what you’re spending (9:00)
• The pros and cons of Electronic Banking (14:10)
• Your credit reports and how it plays a major role in your overall financial wellness (15:25)
• Asset Allocation: what it means, and how it affects your financial future (21:07)
• Visit with Dr. Daniel Haight, MD, FACP, FSHEA, Vice-President of Community Health at LRMC to discuss Health issues (29:11)

Links From the Show:

• Allen & Company
• Annual Credit Reports
• Dow Jones
• LRMC
• NASDAQ
• S & P 500

Connect with:

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

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

Dr. Daniel Haight – MD, FACP, FSHEA, Vice-President of Community Health at LRMC
USF Health – Dr. Daniel Haight