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Jason Wilcox has been a licensed realtor in the Commonwealth of PA since 2016 and has been affiliated with Coldwell Banker Real Estate Services since starting his career in real estate. During this time, he has helped many families all throughout Western PA buy or sell their home, as well as working with investors to maintain their rental portfolio. In addition to serving as a full time real estate agent, Jason also serves part time as the Director of Music and Worship for Bethel Presbyterian Church. Jason currently resides in Canonsburg, PA with his wife, Lindsay, and their two cats, Mali and Rosie
Episodes
![Ep175 “Happy Financial Planning Month!”](https://pbcdn1.podbean.com/imglogo/image-logo/8246961/the-really-real-real-estate-podcast_1588904940_itunes_300x300.png)
Thursday Oct 05, 2023
Ep175 “Happy Financial Planning Month!”
Thursday Oct 05, 2023
Thursday Oct 05, 2023
Happy Financial Planning Month everyone! October is Financial Planning Month and we here at The Really REAL Real Estate Podcast are big advocates of financial planning! Even though we are not certified financial planners ourselves, today, we are going to talk about a couple of basic key principles that will provide a solid foundation for your financial planning future!
TALKING POINTS (3-5):
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Introduction
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***I am not a financial planner!***
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***I am an ELP affiliated with Ramsey Solutions!***
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What is Financial Planning Month?
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What are a few pieces of advice when it comes to basic financial planning?
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Get on a budget!
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Get out of debt!
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This does not include your house payment!
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Secure an emergency fund
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Contribute to your retirement account
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401K, 403B, Roth IRA, etc.
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Pay off your mortgage
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Final thoughts
HASH TAGS:
#financialplanning
#financialplanningmonth
#budget
#debt
#emergencyfund
#homeowner
#homebuyer
#firsttimehomebuyer
LINKS:
JASON:
CONTACT INFORMATION:
JASON:
Cell Phone: 412-651-4638
AIR DATE: OCTOBER 6, 2023
Version: 20240320
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