Not Financial Advice with Austin Preece

著者: Austin Preece CFP® EA
  • サマリー

  • Whether it's conversations with other business owners or a deep dive into specific financial planning topics, you can count on Not Financial Advice with Austin Preece to provide an insightful and entertaining look into the world of personal finance and entrepreneurship. Austin Preece, CFP®, EA owns Wealth Planning Advisors LLC, a Registered Investment Advisor serving clients under the DBA of Preece Financial Planning and Preece Accounting Services LLC. Podcast is for educational purposes only and should not be construed as investment or tax advice.

    © 2025 Not Financial Advice with Austin Preece
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あらすじ・解説

Whether it's conversations with other business owners or a deep dive into specific financial planning topics, you can count on Not Financial Advice with Austin Preece to provide an insightful and entertaining look into the world of personal finance and entrepreneurship. Austin Preece, CFP®, EA owns Wealth Planning Advisors LLC, a Registered Investment Advisor serving clients under the DBA of Preece Financial Planning and Preece Accounting Services LLC. Podcast is for educational purposes only and should not be construed as investment or tax advice.

© 2025 Not Financial Advice with Austin Preece
エピソード
  • Estate Planning Basics with Keenan Crawford
    2025/03/23

    Keenan Crawford of Poquette, Donnellan and Schlewitz was kind enough to join me on this podcast episode to discuss some of the basics of estate planning.

    We go through what probate is, why you should try to avoid it, and how best to avoid it in this half hour episode.

    If you want more of Keenan after listening to this episode, or if you want to get started on your own estate plan, please feel free to visit Poquette, Donnellan, and Schlewitz's website at locallegalteam.com.


    This is not a recommendation for or endorsement of Poquette, Donnellan, and Schlewitz LLC. Please do your own research to find the legal team that's right for you.

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    30 分
  • Credit Scores and Buying Your First Home
    2025/03/16

    In this episode I spoke with Morgan Jaeger, of Union Home Mortgage. Morgan is a great resource for me whenever I have questions about mortgages, so it was great to have her on the podcast to talk about what first-time homebuyers should be considering as they go through the process.

    Take a listen, and if you want to get in touch with Morgan, you can find her contact information at https://www.uhm.com/loan-officers/morgan-jaeger/ or give her a follow on Facebook to see more content from her.

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    32 分
  • Austin Bower's Ascent From Part-Time Creator to Full-Time Entrepreneur
    2025/02/02

    In this episode, Austin Bower of Austin Bower Videography shares his experiences in starting and running his business. What started out as a part-time gig was transformed by an unfortunate (or maybe fortunate) layoff. Now Austin runs a successful videography company that provides services across the country, all out of Eau Claire, Wisconsin. Whether you're looking for a wedding videographer or someone to help you build a killer commercial, you can learn more about Austin and his videography services at his website: austinbower.com

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    32 分

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