Plan Wisely

Call Today 504-218-5479 Email info@plan-wisely.com Firm Disclosures

  • Meet Us
    • About Plan Wisely Wealth Advisors
    • Meet the Team
    • Accessibility
  • Resources
    • 7 Pillars of Financial Security
    • Podcast
    • Budget Course
    • College Planning
    • Blog
  • Contact
    • General Contact
    • Schedule Call
  • Start Your Plan
  • Client Login
    • Right Capital
    • eQuipt

Tomorrow Never Comes – Why We Procrastinate Financial Planning

by planwisely

By Erik Garcia, CFP®, BFA™, ChFC® & Xavier Angel, CFP®, ChFC®, CLTC “Free crabs tomorrow.” That was the promise painted on the side of Joe’s Crab Shack. Unfortunately, the crabs […]

Episode 84: Tomorrow Never Comes: Why We Put Off Financial Decisions

by Erik Garcia

In this episode of the Stuff About Money podcast, Erik and Xavier kick off this episode with a slightly humorous conversation about the unique way people from New Orleans speak—because […]

Debt: The Wealth Killer—How to Squash It

by planwisely

By Erik Garcia, CFP®, BFA™, ChFC® & Xavier Angel, CFP®, ChFC®, CLTC “Every time you borrow money, you’re robbing your future self. –”Nathan W. Morris, Economics Expert “The rich rule […]

Episode 83: Is the Piggy Bank Dead? Teaching Kids to Manage Digital Money

by Erik Garcia

In this episode of Stuff About Money They Didn’t Teach You in School, certified financial planners Erik Garcia, CFP®, and Xavier Angel, CFP®, are joined by Javier Sanchez, AVP of […]

Investment Themes for 2025: What Investors Need to Know

by planwisely

By Erik Garcia, CFP®, BFA™, ChFC® & Xavier Angel, CFP®, ChFC®, CLTC It is rare for the financial markets to have experienced two consecutive years 20%+ growth. But with inflation […]

Episode 82: Will 2025 Bring More Volatility? Expert Market Outlook with Phil Blancato

by Erik Garcia

What should you expect in 2025? Will market volatility and inflation trends continue to dominate the economy? In this dynamic episode of Stuff About Money They Didn’t Teach You in […]

Episode 81: Ditch Your Resolutions: Rewire Your Mindset for Financial Success

by Erik Garcia

Why do most New Year’s resolutions fail, and why is it often a waste of time to even set them? In this engaging episode of “Stuff About Money,” certified financial […]

Episode 80: Common Money Mistakes Advisors See Clients Make

by Erik Garcia

In this episode of Stuff About Money They Didn’t Teach You in School, host Erik Garcia, CFP®, teams up with Brenton Harrison, the host of the New Money, New Problems […]

Episode 79: Navigating Student Loans: A Roadmap to Funding College with John Hupalo

by Erik Garcia

In this episode, Erik Garcia, CFP®, and host of the Stuff About Money podcast, continues his conversation with John Hupalo from My College Corner, exploring the complex world of student […]

Episode 78: Navigating FAFSA with John Hupalo

by Erik Garcia

In this episode of the “Stuff About Money” podcast, host Erik Garcia, CFP®, CHFC®, BFA®, welcomes back his good friend John Hupalo from mycollegecorner to discuss college financing. This is […]

Previous 1 2 3 4 5 6 … 35 Next

Schedule Time With Erik

Schedule Time With Xavier

Contact Us

Plan Wisely
3815 MacArthur Blvd
#201
New Orleans, LA 70114
Get Directions
(504) 218-5479
info@plan-wisely.com

© Plan Wisely Wealth Advisors • Privacy Policy • Website By Advisor Evolved

Securities offered through Osaic Wealth, Inc, Member FINRA/SIPC Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Insurance services offered through Angel Wealth Strategies, LLC. Entities listed are not affiliated.

 This communication is strictly intended for individuals residing in the states of AL, AR, CA, CT, CO, FL, GA, ID, IL, IN, LA, MD, MI, MN, MS, NJ, NY, OH, OR, PA, SC, TN, TX, WA WI. No offers may be made or accepted from any resident outside the specific state(s) referenced. Osaic Wealth nor its representatives or employees provide legal or tax advice. If legal or tax advice or other expert assistance is required, the service of a currently practicing professional should be sought.