Friday Feb 17, 2023
Ep.3- How To Set Up Your Bank Accounts
Wealthy HOMES
Welcome to the Wealthy HOMES Podcast with Connor Bauserman, ChFC® from Preferred Financial Group, LLC. In this podcast, we help young Michigan families manage their finances, and create wealth. We cover everything from personal budgets, to investments, to insurance, and everything in between. Be a fly on the wall during conversations from not only an independent financial advisor, but other financial professionals from around Michigan. What’s the goal? To give you relevant and actionable financial knowledge to better yourself, and your family.
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Episodes
Episodes
Sunday Feb 05, 2023
Sunday Feb 05, 2023
A great financial plan is built with a healthy foundation. In this episode, Connor goes over what he calls "The Circle Talk." The Circle Tallk is what Connor uses in his financial planning practice to explain what a healthy financial foundation looks like, and the steps to take to get there. We start with Bank/Savings and creating an emergency fund. After Bank/Savings he goes over insurance and the proper coverages that every young family should look into.
Sunday Feb 05, 2023
Sunday Feb 05, 2023
Get the backstory on why we created the Wealthy HOMES podcast. It's a financial planning podcast for young Michigan families. We cover everything from personal budgets, to investments, to insurance, and everything in between. Be a fly on the wall during conversations from not only an independent financial advisor, but other financial professionals from around Michigan. What's the goal? To give you relevant and actionable financial knowledge to better yourself and your family. In this episode, Connor goes into detail on why he created the podcast and what you can expect from our future episodes.
Meet Connor, a dedicated Financial Planner at PFG. With a focus on guiding young families towards secure retirements and wealth creation. He's also the engaging host of the Wealthy HOMES Podcast, aimed at equipping Michigan's young families with financial management skills and wealth-building insights.
Recognizing the growing need for financial planning among younger families, our firm launched the podcast as an innovative way to educate and empower households. In recognition of his outstanding contributions, Connor earned a spot on the 2023 Investopedia Top 100 Financial Advisors list.
Connor was born and raised in Battle Creek, MI. Connor continued his education at the University of Olivet (formerly Olivet College), where he double majored in Financial Planning and Insurance & Risk Management, which laid the foundation for his success. An accomplished athlete, he not only excelled in academics but also earned All-American and Academic All-American honors in Track & Field.
Connor's professional journey began in portfolio analysis and retirement plan services, where he collaborated with both individuals and large corporations. He grew an expertise in financial plan design, covering aspects like college planning, life events, estate management, and retirement, is underscored by his Chartered Financial Consultant (ChFC®) designation from the American College.
Equipped to offer both fee-based and commission-based services through Harbour Investments, Inc., Connor's commitment to clients extends to being licensed in Life and Health insurance. Operating under the Fiduciary standard, he advocates for tailored financial guidance that fits each client's unique circumstances.
In a strategic partnership with Consumers Professional Credit Union (CPCU), Connor extends his expertise to their members across Battle Creek, Eaton Rapids, and Lansing.
Ready to connect with Connor? Call 269-978-6000 or send an email to cbauserman@hirep.net to schedule a consultation.
Securities & Advisory Services offered through Harbour Investments, Inc. Member SIPC. Products and services provided: 1) are not NCUA insured; 2) have no Credit Union guarantee; 3) may lose value.