Strategy About Resources Contact Client Center Smart Money with Travis Allen Listen to Smart Money with Travis Allen live every week on Tuesday from 11am to 12pm on Sacramento’s Money 105.5FM or on iHeart media online. Each week Certified Financial Planner Professional Travis Allen covers the latest information that you need now to make the most informed decisions with your finances. Find every past episode in the playlist, and add Smart Money with Travis Allen to your podcast list today. Previous Episodes How the Current Market can Affect your Portfolio Gold and Silver How did we get to this Bear Market? 3-24-20 Market Commentary Aggressive Tax Lost Harvesting Being a Prepared Investor During Times of Market Opportunity Coronavirus’ Effect on the Market Myths and Mistakes in IRA and Roth IRA Contributions IRAs and Roth IRAs, Contributions and Taxes IRAs vs Roth IRAs Subscribe Below (888) 848-4144 17011 Beach Blvd, Suite 150 Huntington Beach, CA 92647 2264 Fair Oaks Blvd, Suite 201 Sacramento, CA 95825 Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements. The Wealth Strategies Group is comprised of investment professionals who are investment advisor representatives of Securities America Advisors, Inc., a SEC Registered Investment Advisor and registered representatives with Securities America Inc, a registered broker/dealer, Member FINRA and SIPC. The Wealth Strategies Group and the Securities America companies are unaffiliated. This website does not constitute an offer to sell or a solicitation of an offer to buy any security. Specific recommendations can only be based on review of a client's individual investment portfolio and financial objectives upon request and with appropriate offering documents. Securities America and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation. Past performance is not a guarantee of future results. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed Travis Allen CA Insurance License #0B79314, Mark Yates CA Insurance License #0E38409 Check out the background of firms and investment professionals on FINRA’s https://brokercheck.finra.org/ Securities offered through Securities America, Inc., Member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc © 2019 Wealth Strategies Group. All rights reserved.