Equipping families with unbiased insights to help them make better financial choices.
Equipping families with unbiased insights to help them make better financial choices.

Creating a solid financial plan doesn’t have to be overwhelming. In this episode of The Family Finance Podcast, we break down how to set clear goals, organize your finances, and build a simple plan that actually works. Learn the steps to take control of your money and start building long-term confidence in your financial future.
DISCLAIMERS & DISCLOSURES Ben Lex is a financial advisor but does not give financial, legal, or tax advice through this podcast. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. The information contained herein has been obtained from a third-party source which is believed to be reliable but is subject to correction for error. Investments involve risk and are not guaranteed. Past performance is not a guarantee or representation of future results.