Frisco Podcast by Lifestyle Frisco

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The Frisco Podcast covers local interests, businesses politics, events, community, and related topics for Frisco, TX.Read more »

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The Importance of Creating a Financial Plan (Especially Now) with Texas WealthWave

Mar 31 · 20 minutes

Subscribe on iTunes! Subscribe on Google Play Podcast RSS Feed In this week’s episode, Texas WealthWave Senior Marketing Director Bryan Linder is here to discuss how his financial service company aims to help educate families and businesses in Frisco with financial management, and his advice for financial planning during the COVID-19 pandemic. SHOW NOTES: [00:20] Introduction [02:15] What makes Texas WealthWave different? [04:00] Current events and current conversations [06:37] What common questions are people are asking now? [08:50] Available resources Texas WealthWave offers [13:10] Bryan’s advice in the current climate [15:00] How to get in touch with Texas WealthWave LINKS & RESOURCES: Texas WealthWave on Lifestyle Frisco Texas WealthWave Website Texas WealthWave: Instagram | Facebook Bryan Linder: Instagram | Facebook | LinkedIn Connect with Lifestyle Frisco on: YouTube Facebook Instagram Twitter LinkedIn Transcript Machine-generated. Welcome to the Frisco Podcast I’m your host, Scott Ellis, and today we are hanging out with Bryan Linder from wealth wave. Bryan, welcome to the show. Hey, thank you so much. I’m excited to talk to y’all. Appreciate you taking the time to join us. I want to dig in and talk a little bit about what you guys do because I think people have known you for a couple of things around Frisco, but we really want them to understand what WealthWave is and what you guys do. And I think from that we’re going to spring forward into some, some current event conversation around that as well. But why don’t you start off by telling us a little bit about yourself and the story of WealthWave. Yeah, I appreciate it. That’s good. Yeah. You know what happens is funny, whenever I go somewhere they’re like, Bryan, we see you all the time, but what do you really do for a living? What do you actually do? And so, you know, I, I do want to let people know, you know, I’ve been in the financial services industry, uh, 17 years. I’m going into my 18th year and I’ve owned and operated, uh, an independent agency of my own starting in ‘07. So the first part of that I was corporate and the rest of it, I’ve owned my own business, central Texas, and it’s grown to over 2000 agents across the United States at this point. But we just moved our headquarters to Frisco last in September. So we operate right there out of the Star, right in formation. And so we’re excited about expanding there. And so I guess to kind of wrap it up in a real quick nutshell, I mean, when you think of financial services, you think of companies like Merrill Lynch and Edward Jones and New York life and Fidelity and some of these bigger firms. And basically that’s what we do in one place. So we’re a brokerage within wealth way. We can represent about 300 different companies to help individuals, families, families, businesses, really with anything financial related between budgeting, debt management, college savings, retirement, estate...

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Frisco Podcast by Lifestyle Frisco

About This Show

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Most Recent Episode

The Importance of Creating a Financial Plan (Especially Now) with Texas WealthWave

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Frisco Podcast by Lifestyle Frisco

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Listen Whenever

Related Shows

Most Recent Episode

The Importance of Creating a Financial Plan (Especially Now) with Texas WealthWave

Episodes of This Show

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