Stuff About Money

Stuff About Money Erik & Xavier are ready to take you to school. Be sure to consult with a qualified financial advisor prior to implementing any strategies discussed.

Get ready to learn Stuff About Monet that will help you thrive financially and put you on a path to financial security. Information presented and discussed on the Stuff About Money Podcast is for educational purposes only and does not constitute direct financial advice. Erik Garcia and Xavier Angel’s branch office is located in New Orleans, Louisiana. The branch phone number is 504.218.5479

Secur

ities offered through Osaic Wealth, Inc, member FINRA/SIPC. Investment advisory services offered through New Century Financial Group, LLC, a registered investment advisor. Osaic Wealth is separately owned, and other entities and/or marketing names, products, or services referenced here are independent of Osaic Wealth.

Calling all listeners! As of today, you won’t find us at Stuff About Money. But don’t panic! We’re simply moving our epi...
03/04/2024

Calling all listeners! As of today, you won’t find us at Stuff About Money. But don’t panic! We’re simply moving our episodes to our financial planning page at Plan Wisely Wealth Advisors

We’re leveling up our social media game to bring you even more insightful tips, expert interviews, and actionable strategies to conquer your financial goals. You can expect the same awesome content, just a shiny new home.

Head over to Plan Wisely Wealth Advisors and hit that follow button to stay in the loop for all things finance, investing, and building wealth.

02/29/2024

“Listen intently and respond creatively”. Listen to how Erin and Mike Richardson deepen relationships through intentional listening and then responding to other’s needs.

Listen here: https://bit.ly/3OWnntJ
Watch here: https://bit.ly/42XXfEH

02/27/2024

In this episode of the Stuff About Money podcast, Erik Garcia, CFP®, BFA and Xavier Angel, CFP®, ChFC, CLTC, are joined by Attorney at Law Ryan McBride to discuss the basics of estate planning.

They discuss what estate planning is, the importance of beneficiary designations on life insurance and retirement accounts, and finally one of the core tools used in estate planning, a will.

Listen here: https://bit.ly/3TabdQv
Watch here: https://bit.ly/48vwiJk

02/15/2024

Hear how at an early age, giving to others was instilled in Mohamad as a value. He’s driven to make a positive impact in the lives of others the way THEY need to be helped.

Listen here: https://bit.ly/4buUmPf
Watch here: https://bit.ly/3UzHTDY

02/13/2024

In this episode of the Stuff About Money podcast, Erik Garcia, CFP®, BFA and Xavier Angel, CFP®, ChFC, CLTC, take you on a trip down memory lane. They reminisce on how they first met (it has something to do with shoe shopping) and how Xavier ended up joining the Plan Wisely Wealth Advisors team.

They share how they ended up developing their business model to deliver ongoing financial advice to clients. Erik shares his one-page monthly business plan. And finally, Xavier shares a little bit about his experience as a black advisor in a predominantly white industry.

Listen here: https://bit.ly/3IejEUJ
Watch here: https://bit.ly/3UCtxD2

02/08/2024

Hear how Margaret connects her 3 agency locations to different organizations she supports. And you do not want to miss her story about the Special Tigers swim team! Oh my goodness, grab your Kleenex.

Listen here: https://bit.ly/47XLChR
Watch here: https://bit.ly/3UlNHRt

02/01/2024

Michael’s mom taught him to consider others who have less. Hear Michael’s heart for the refugee. “Withhold judgment until you hear other’s stories”.

Listen here: https://bit.ly/3vRLXoS
Watch here: https://bit.ly/3OiBZmT

01/30/2024

Better health and finances always top the charts for New Year's resolutions. Clearly, improving your health and finances are both noble causes that many value. But only 1% of Americans follow through on their resolutions! Is it even worth making resolutions?

For this reason, in this episode of the Stuff About Money podcast, Erik Garcia, CFP®, BFA and Xavier Angel, CFP®, ChFC, CLTC, share one piece of advice they would give to anyone wanting to better their finances and one thing they are each doing to better their finances. They are not much for making "New Year's resolutions," but they do champion better finances.

Listen here: https://bit.ly/48Nqo7B
Watch here: https://bit.ly/48MDQbO

01/25/2024

Hear how Gertha passionately serves her community and meets the needs of others. She says, “Bless others as you are blessed”, and “If we have and you need it, come and get it”.

Listen here: https://bit.ly/3vI5xUt
Watch here: https://bit.ly/3Hv5ZYJ

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+15042185479

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