Rick joins Jim to talk about some of the index numbers for 2005 and 2006 that you need to know for your financial planning activity.
Rick clears up the mystery of why financial planners don't have groupies as he talks about the most recent Medicare drug plan, who's eligible, which plan to take, and how much they cost.
Rick and Jim talk about the importance of proper asset allocation in your financial planning and how to accomplish that.
Rick and Jim talk about the importance of proper asset allocation in your financial planning and how to accomplish that.
Rick talks with Jim about some of the lesser-known details of bequeathing your retirement funds, as well as what to do when you inherit a retirement fund.
Rick and Jim discuss the three different ways small business employers can compensate and provide benefits for their employees, including key employees.
Rick and Jim talk about the multiple steps in the code of ethics for financial planners, how to identify when your planner is violating any of them, and what to do if that happens.
Rick and Jim begin by talking about what a feduciary is, and why you need to know. They move on to discuss how to properly establish a beneficiary for your IRA.
Rick and Jim discuss ways to determine what your "risk profile" is with regard to investing.
Rick joins Jim to introduce the various kinds of life insurance products that are available, and how to use the right one for the risk that needs to be covered.
