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#113- Financial Planning in 5 Simple Steps
Manage episode 366288110 series 2794727
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Bryan discusses his 5-Step Financial Planning Process of Protection, Liquidity, Debt Management, Wealth Creation, and Growth.
This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This material contains the current opinions of the speakers but not necessarily those of PAS, Guardian or its subsidiaries and such opinions are subject to change without notice. None of the organizations mentioned in this podcast have any affiliation with Guardian or PAS. Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 50 Tice Blvd. Woodcliff Lake, NJ 07677 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194
#2023-157328 Exp. 6/25
For more information, check out Bryan's new book, "What Should I Do with My Money?: Economic Insights to Build Wealth Amid Chaos", available at:
https://www.amazon.com/What-Should-Do-My-Money/dp/1264857934/ref=sr_1_1
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