Rich talks with Jim about the ethical tenets of the financial planning profession.

Rick talks with Jim about the different kinds of life insurance and the different ways like insurance can be used as financial tools.

Rick talks with Jim about the documents and information required for a financial planner to help you develop and execute your financial plan.

Rick talks with Jim about the documents and information required for a financial planner to help you develop and execute your financial plan.

Rick talks with Jim about how to use stock options as a management tool, including some of the negative elements that can be involved.

Rick joins Jim to talk about the advantages of the individual 401K plan, and who is eligible to use it.

Rick talks with Jim about why the new Roth 401k might be a good addition to your retirement planning tools.

Rick talks with Jim about how seniors can better understand the complicated Medicare Prescription Drug program, including a 5 step approach.

Rick joins Jim on his 7th anniversary as a member of the Brain Trust, to talk about the use of unregistered securities, called Regulation D offerings, to raise capital for a small business. Reg D offerings are also investment opportunities for investors.

Rick joins Jim to talk about what you should know about the Securities Investor Protection Corporatio, or SIPC, as you trust investment firms with your money.