In this episode Jim talks about what your options are to balance and minimize your financial risk.
Dec 18, 2021
In this episode Jim talks about the new Omicron variant of the virus and what it might mean for the markets and the economy.
Dec 4, 2021
In this episode Jim talks about why you would want to name a Trust as a Beneficiary to a retirement account. We also talks about the importance of beneficiaries and trusts.
Nov 27, 2021
In this episode we discuss the current long-term care statics and how to help prepare and pay for long-term care.
Nov 13, 2021
In this episode Jim talks about the ins and outs and ups and downs of the market and how to better manage your risk.
Nov 6, 2021
In this episode we discuss the markets, current volatility and what it might mean for your savings and retirement.
Oct 23, 2021
On this fiendishly fun episode, we’re going to thrill you and chill you with frightful mistakes that could haunt your retirement.
Oct 9, 2021
In this episode we discuss what's happening with the economy, from inflation to the markets and deficit spending.
Oct 2, 2021
In this episode Jim talks about the ins and outs of Roth IRA conversions, and how they can possibly help with your financial and retirement plans.
Sep 18, 2021
We examine some of the most significant elements of the Biden tax plan proposal and what some of its details may mean for your financial strategy in both the near term and the long term.
Aug 21, 2021
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