Broker Check

In the News

The linked information being made available is strictly a courtesy of our company. When you use the links to any of the websites provided here, you are leaving the company site. Our company makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the third-party technologies, sites, information and programs made available through the links on this site. When you access one of these sites, you assume total responsibility and risk for your use of the sites to which you are linking.

March 12, 2018

Jeff Bangerter talks with KMAX about March Madness. While your co-workers are busy building their brackets and cheering on their teams, you can use this time to up your financial game, the Final Four money lessons that March Madness can teach us:

  1. Set Your Goals
  2. Build Your Bracket
  3. Click here for a budget worksheet
  4. Watch Out for Busters Here

February 12, 2018

If your budget is in the red and you’re feeling blue, you better skip that fancy dinner for two! Jeff Bangerter shares with KMAX some simple ideas to show our loved ones how much we care without breaking the bank.

             DIY Date Night (save $100)

Skip Gifts (save $25-$50)

Make it a Competition (save $80)

Click here for more money-saving date ideas!

January 16, 2018

 Jeff spoke with KMAX about 5 things you should have in your holiday debt, hangover kit.

 Planner to Stay on Track

            Click here for a debt worksheet

  1. Movies for Frugal Fun
  2. Gloves to start a Snowball Effect
  3. Cell Phone to call for a Lower Interest Rate
  4. Holiday Card as a Reminder to Save for Next Year

Holiday Debt from Jeffrey Bangerter on Vimeo.

December 11, 2017

Jeff shares with Good Day on how much you should tip in every situation. Tips to to tipping; your hairstylist to your housekeeper... your daycare provider to your dog walker... these people make our lives easier all year round! 


Click here for a general tipping guide.

Click here for a holiday tipping guide.

Tipping Guide from Jeffrey Bangerter on Vimeo.

November 15, 2017

There’s more to do than plan your New Year’s party - the final months of the year are an important time to take a good look at your finances. Financial professional Jeff Bangerter talked with KXTV about five smart money moves to make before December 31st that will help your finances in 2018 and beyond! 

1. Prep For Tax Season

2. Reduce Your Tax Bill

3. Set Your 2018 Financial Plan

4. Convert to a Roth IRA

5. Check Your Insurance

            Click here for a life insurance calculator

Year End Money Moves from Jeffrey Bangerter on Vimeo.

November 13, 2017

Jeff Bangerter talks with KMAX about how to make the most of your donation when you’re giving back on a budget. 

The holidays put us in a giving mood, and that includes donating to charity. Last year, Americans gave a record $390 million! It’s not huge gifts from the wealthy; it’s smaller donations from individuals and families.

  1. Choose Wisely

              CharityWatch | Charity Navigator | Guidestar | BBB Wise Giving Alliance

  1. Find New Uses

              Turn Items into Cash

  1. Create a Paper Trail
  2. Put in the Hours

Donations from Jeffrey Bangerter on Vimeo.

October 11, 2017

Jeff Bangerter talks with KMAX about better ideas for grads struggling under the weight of student loans:

1. Start Studying

            Click here to for a student loan guide from the Consumer Financial Protection Bureau

2. Don’t Miss Payments

3. Attack the Debt

4. Think Long-Term

Jeff Bangerter, Student Loan Tradeoffs 2017, KMAX, 10.11.17 from Jeffrey Bangerter on Vimeo.


September 12, 2017

Jeff Bangerter speaks with Good Day Sacramento (KMAX) about 4 quick ways to detox your spending and reboot your budget.

  1. Take a Fiscal Fast
  2. Note Every Nickel

Click here for a Budget Worksheet

  1. Go All Cash
  2. Purge Your Place

Summer Spending from Jeffrey Bangerter on Vimeo.


August 8, 2017

Jeff Bangerter speaks with Good Day Sacramento (KMAX) about 5 common money mistakes students are making. You may have passed math and science, but did you get an ‘A’ in personal finance? 

  1. Drowning in Debt
  2. Paying Penalties
  3. Spoiling Your Score

            Get your free credit report by clicking here.

  1. Falling for Fraud
  2. Tuning Out Tuition

Calling All College Students 8-8-17 from Jeffrey Bangerter on Vimeo.

August 9, 2017

 Jeff Bangerter talks with News 10 (KXTV) about how to save when shopping for back to school. Every kid wants to sport the latest supplies while walking the halls in style. :

 Set a Budget

            Click here for a budget worksheet

  1. Scope out the Supply List
  2. Get the Kids Involved
  3. Follow Your Favorite Stores
  4. Avoid Penalties

Back to School 8-9-17 from Jeffrey Bangerter on Vimeo.

July 11, 2017

Tune in to watch Jeff Bangerter talk with Good Day Sacramento, on how to be careful when you book your summer fun! From fake vacation deals to bogus concert tickets, scammers are out in full force. 

Top 4 Summer Scams

  1. Summer Travel Scams
  2. Summer Job Scams
  3. Home Improvement Scams
  4. Concert Ticket Scams

If you need to file a complaint with the Better Business Bureau click here to get started.

Summer Scams July 2017 from Jeffrey Bangerter on Vimeo.

June 13, 2017

Jeff Bangerter explains how parents can provide an education with that first paycheck: For teenagers, a summer job is the first taste of financial freedom. But parents have a job, too: teaching those teens financial responsibility. 

1. Everyday Expenses

2. Long-Term Savings

3. Very Long-Term Savings

4. Gift of Giving

Click here for a teen budget worksheet

Summer Jobs from Jeffrey Bangerter on Vimeo.

May 16, 2017

Jeff Bangerter explains why more of 70% of college grads have student loan debt looming, and the average balance is $37,000 and getting a tassel doesn’t have to be a financial hassle. 

Money mistakes the Class of 2017 should avoid: 

Mistake #1 - Defaulting on Your Loan

Mistake #2 - Not Having a Budget -  Click here for a budget worksheet

Mistake #3 - Ignoring Your Retirement

Mistake #4 - No Money in the Bank

College Grads ABC News from Jeffrey Bangerter on Vimeo.

May 10, 2017

Watch Jeff Bangerter on May 10th in the 6am hour - From childcare to college to cell phone bills, moms pay a steep price for their bundles of joy. And that’s one of the reasons we set aside one day every year to say thank you to Mom. This Mother’s Day, financial professional Jeff Bangerter talked with Good Day Sacramento to break down the price tag of a mother’s love!

Babies: Childcare

Children: Extracurricular Activities

Teens: Car Insurance

Students: College

Young Adults: Cell Phones

Click here for a cost of raising a child calculator

Black Friday

Jeffrey Bangerter talked with Sacramento's News 10 about Black Friday mistakes.

Financially Happy Couples

Jeffrey Bangerter talked with Sacramento's Channel 31 Good Day Sacramento about Financially Happy Couples.

Budget Planning

Jeffrey Bangerter was asked by Sacramento's Channel 10 News to help a struggling family with their finances.

Fiscal Health

Jeffrey Bangerter met with Sacramento's Good Day Sacramento Channel 31 to talk about your Fiscal Health.

File Taxes Early

Jeffrey Bangerter of Bangerter Financial Services, Inc. met with Sacramento's News 10 to talk about the benefits of filing taxes early.

To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at or call us at 916-965-1879 today!

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.