Find Your Advisor

Generic filters
podcast image

Young Families

Hosted by: Laura Hawley Special guest: Lindsey Ladewig

August, 2016

Laura Hawley – CFP®, President at Allen & Company

Dana Hurley – Financial Advisor at Allen & Company

Lindsey Ladewig – Volunteer Committee Chair at Emerge

Today’s show will discuss and offer advice for the young family and the first time investor, how to plan and prioritize with each phase of your financial life, help identify your financial goals while offering up some great ideas to assist you, and examine the growth in the Service Industry worldwide. In this episode we will also welcome special guest will Lindsey Ladewig, Volunteer at Emerge Lakeland.

In this episode we cover:

  • The Sectors (Florida market) that are seeing success within the stock market (2:25)
  • The Growth in the Service Sector in Florida and Overseas (3:53)
  • How the Service Industry balances out the Economy (5:00)
  • Growth or lack thereof in China (5:25)
  • Young Families, Financial Planning and Investing.  Setting goals and avoiding pitfalls (8:25)
  • Creating a Financial Plan, the basics and deciding what comes first (13:08)
  • The right amount to spend on Technology and Technology devices (15:18)
  • Starting a new job and a Retirement plan (17:30)
  • The role that Life Insurance and Disability Insurance play in Financial Planning (29:20)
  • Guest Lindsey Ladewig, Volunteer Committee Chair at Emerge (30:55)

Links From the Show:

Connect with:

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

Popular Posts

Back to Top