Erik Garcia

Erik Garcia

www.plan-wisely.com
7 Interviews

Erik Garcia's Interviews

Erik Garcia & Jon Gay 27 Apr 2020 • EN

Planning Opportunities as a Result of COVID-19

The news is exhausting - markets up and down, press conferences, statistics and more.   Today, Erik Garcia and Jag have a simple, easy-to-understand conversation around the financial opportunities that may exist for you during the pandemic. After a quick explanation on AGI, we take a look at the tax rebate - those chec

30 min
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30:07
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These are trying times, both financially and psychologically.  Dr. Matt Morris rejoins Erik Garcia and Jag today.  Together, we cover the volatile market as well as the "new normal" of having families together for significantly longer periods.   Erik will cover some financial strategies, and Matt will cover some ideas

31 min
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31:56
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Erik Garcia & Jon Gay 21 Feb 2020 • EN

Are you Self-Employed? It can be Taxing

Welcome to the gig economy. Where employees have a side hustle, or three, and others have left the paycheck-to-paycheck lifestyle of Corporate America for the project-to-project grind. Gigs move the risk away from companies and toward the individuals. Today, Roy Taylor of Taylor and Willis CPAs and advisors joins Erik

34 min
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Erik Garcia & Jon Gay 06 Jan 2020 • EN

How to Hit Your Money and Health Goals and Not Fail

6 Tips to Hit Your Money and Health Goals and Not Fail: Be Intentional Measure Your Progress Challenge Yourself Reward Yourself Start Now Find Accountability Erik, Jodi, and Jag break down each of these tips, and how they can apply to your financial and fitness goals. Resources: CrossFit Algiers Website Erik Garcia Web

31 min
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Erik Garcia & Jon Gay 07 Nov 2019 • EN

How to Deny Your Kid to Better Their Financial Future

Today, Erik and Jag are joined by licensed family therapist Roy Salgado to discuss how we can teach our kids healthy financial habits.  There are 4 common responses to kids when they want you to buy something: No.  We do not have money for that. No.  You don't need that. Maybe you can ask for it for your birthday/Chris

35 min
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Erik Garcia & Jon Gay 07 Oct 2019 • EN

How To Prep Your Finances For The Next Recession

Experts disagree on when the next recession will come, but the markets are cyclical. This means, sooner or later, eventually a recession will be upon us.  If you're concerned about a recession, you aren't alone. First, Erik breaks down some of the market terminology you often hear, in terms the average person (like Jag

27 min
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27:44
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Podcast with Erik Garcia

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