Financial Planners: Managing Modest Means

By Steve Kraske,

Published June 22, 2015 at 2:05 PM CDT

Advice on money management often seems geared towards the affluent. On this edition of Up To Date, a panel of financial planners give advice on managing and improving finances for those of modest means.

Guests:

Sandi Weaver is a CPA and owner of Financial Security Advisors.
David Jackson is with the Financial Planning Association.
Alex Petrovic is a financial planner and founder of Petrovic Financial Services

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Up To Date personal finance finances

Steve Kraske

When I host Up To Date each morning at 9, 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. Reach me at steve@kcur.org or on Twitter @stevekraske.

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Lisa Rodriguez

Slow news days are a thing of the past. As KCUR’s news director, I want to cut through the noise, provide context to the headlines, and give you news you can use in your daily life – information that will empower you to make informed decisions about your neighborhood, your city and the region. Email me at lisa@kcur.org.

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