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FINANCIAL LITERACY

by: LAURA HAWLEY guest: Dana Hurley April 12, 2017
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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.

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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)

Tweetable Topics:

The more educated we are, the less we fear. – Laura Hawley, CFP®, Senior Vice President at Allen & Company

Budgeting is taking a consensus of what your spending is. – Dana Hurley, Financial Advisor at Allen & Company

People have financial clutter. – Dana Hurley, Financial Advisor at Allen & Company

Long term, diversification and allocation pays off. – Dana Hurley, Financial Advisor at Allen & Company

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

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About LAURA HAWLEY

Laura began her lifelong career at Allen & Company as one of the youngest Financial Advisors in Florida more than 30 years ago.

A CERTIFIED FINANCIAL PLANNER, Laura joined Allen & Company in 1983 and now serves as Senior Vice President and Chairperson of the Executive Committee. In addition, she was appointed to the Board of Directors in 2001. Laura played a crucial role in establishing the Viera office and served as Branch Manager until 2015. She holds Series 7, 66 and 24 licenses, as well as her Life, Health and Variable Annuities.

Laura’s holistic approach to financial planning, and her passion...