In the first of a three-part mini-series, Jim Bishopp speaks with returning guest Steve Bishopp, a financial advisor at SJI Financial Services, about the importance of understanding your spending, having optimal control over your finances, and how knowing where your money is going will help make your life easier.
Jim and Steve Bishopp discuss:
- A great starting point when looking for opportunities to cut down on recurring expenses you may not be utilizing
- Resources and tools for understanding and examining your monthly expenses
- Understanding the difference between a need and want with your significant other
- What an opportunity cost is and why it’s important
- And more
Connect With Steve Bishopp:
- Call (520) 326-6133
Connect With Jim Bishopp:
- Call (520) 326-6133 or (800) 754-6133
- Linkedin Jim Bishopp
- Website SJI Financial Services
- YouTube SJI Financial Services – The Educated Choice
- Facebook SJI Financial Services
- Spotify The Money Study
- Apple The Money Study
About Our Guest:
Steve Bishopp has over 25 years of experience in financial planning. He graduated from NAU in 1993 with a BA in general studies, a minor in economics and a theme in education. He joined SJI right out of college with Jim Bishopp, founder and president and also brother, recruited Steve to come to the firm.
Steve became an Investment Advisor Representative with Voya Financial Advisors in 2008. He works with employees of higher education, first responders and several doctors’ offices. He focuses on comprehensive financial planning including but not limited to retirement planning, asset allocation, and insurance analysis. He also has extensive knowledge of state retirement plans, optional retirement plans, tax sheltered annuities, traditional and Roth IRA‘s, various compensation plans, and 401(k) plans.
Investment Advisor representative and registered representative of, and securities and investment advisory services offered through Voya Financial Advisors, Inc (member SIPC)
SJI Financial Services is not a subsidiary of nor controlled by Voya Financial Advisors.
The opinions expressed in this podcast are those of the speaker and may not necessarily reflect those held by Voya Financial Advisors. Comments concerning the past performance [e.g. monetary instruments, investment indexes, or international markets] are not intended to be forward-looking and should not be viewed as an indication of future results.