Creating a 'financial bucket list' using 4 steps from a local advisor 💵

NOW: Creating a ’financial bucket list’ using 4 steps from a local advisor 💵

MILWAUKEE (CBS 58) -- The start of a new year is often used as an opportunity to start positive financial habits, including adding new goals to a "financial bucket list."

Local financial advisor Brad Allen from Drake & Associates joined us on Wednesday, Jan. 18 to discuss four items for a list of money goals that anyone would like to accomplish during their lifetime.

From creating a financial plan, building an emergency fund, getting out of debt and ensuring you are paid first, Allen covers the four key steps in detail.

More information from Drake & Associates can be found by visiting

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