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Up To Date

Financial Planning For Life's Transitions

Financial transitioning is a challenge whether you're entering the workforce for the first time or planning your retirement. On this edition of Up to Date, Steve Kraske talks with Certified Financial Planners about planning, budgeting, saving and spending at the beginning and end of your working life. 

Guests:

  • David Jackson is a certified financial planner practitioner and financial advisor for Waddell & Reed Financial Advisors. 
  • Alex Petrovic is founder of Petrovic Financial Services. He’s a certified financial planner and registered principal with Raymond James Financial Services.

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Up To Date moneyfinances
When I host Up To Date each morning at 9 a.m., my aim is to engage the community in conversations about the Kansas City area’s challenges, hopes and opportunities. I try to ask the questions that listeners want answered about the day’s most pressing issues and provide a place for residents to engage directly with newsmakers. My email is steve@kcur.org.