Rick joins Jim to discuss how small business owners should incorporate disability insurance in their overall financial plan.
Jim and Rick discuss some financial plans that will get you and your small business started on the right track for 2005.
Rick joins Jim to talk about the reasons people don't prepare for the estate tax bill and explain how to do it.
Rick joins Jim as he broadcasts live from La Quinta, California to discuss how to understand your financial plan.
Jim and Rick discuss financial planner's credentials and how to decide which financial planner is right for you. They go on to talk about buy/sell stock redemption plans.
Rick joins Jim to define annuities and then they talk about the difference between deferred and immediate annuities.
Jim and Rick talk about how to provide benefits to employees.
Rick joins Jim to give a quiz on financial planning and they answer the questions some business owners might have about IRA's.
Jim and Rick talk about how important it is to understand your small business financial plan.
Rick joins Jim to give some helpful pointers on understanding your financial plan.
