Creating a 'financial bucket list' using 4 steps from a local advisor 💵
By:
CBS 58 Newsroom
Posted: Jan 18, 2023 9:13 AM CST

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MILWAUKEE (CBS 58) -- The start of a new year is often used as an opportunity to start positive financial habits, including adding new goals to a "financial bucket list."
Local financial advisor Brad Allen from Drake & Associates joined us on Wednesday, Jan. 18 to discuss four items for a list of money goals that anyone would like to accomplish during their lifetime.
From creating a financial plan, building an emergency fund, getting out of debt and ensuring you are paid first, Allen covers the four key steps in detail.
More information from Drake & Associates can be found by visiting WealthWisconsin.com.