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Category: Financial Planning

Beau Henderson
Beau Henderson joins Jim Blasingame to reveal some of the things that a couple should discuss about the realities of life in retirement age and funding it.
Beau Henderson
Beau Henderson joins Jim Blasingame to reveal some of the mistakes he sees when counselling pre-retirees, including not knowing any of their account values or how they’re working for them.
Beau Henderson
Beau Henderson joins Jim Blasingame to reveal how to avoid making retirement plan mistakes at a time when you can’t work out of the damage that could occur.
Chris  Carosa
Chris Carosa joins Jim Blasingame to reveal how two tax advantaged plans for children differ and can work in concert to help your children have a stronger financial future.
Chris  Carosa
Chris Carosa joins Jim Blasingame to reveal some of the educational and financial steps you can take to help your children build a retirement fund, including tax advantages specifically for an IRA for children.
Douglas  Obey
Doug Obey joins Jim Blasingame to report on recent demographic and economic shifts that have changed some of the past real estate assumptions, that an investor should know.
Douglas  Obey
Doug Obey joins Jim Blasingame to discuss the many benefits of investing in real estate over other options, including just having a savings plan.
Gary Pittsford
Gary Pittsford joins Jim Blasingame to reveal that the current generation of business family members aren't interested in buying the family business.
Gary Pittsford
Gary Pittsford joins Jim Blasingame to discuss the challenge of funding a growing business while simultaneously funding a personal retirement plan from the same funding source.
Gary Pittsford
Gary Pittsford joins Jim Blasingame to reveal that what he’s learned over a half-century of financial planning is that most people aren’t adequately educated about what they have to do, and only a small percentage of Baby Boomers are prepared.

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