Category: Financial Planning
Ed Kopf joins Jim Blasingame to talk about some reinvention options for those who are in the 4th quarter of their career after you leave your long-time business or job.
Ed Kopf joins Jim Blasingame to talk about the idea of holding yourself accountable to yourself and stakeholders regarding the most elegant way for you to exit your business.
Sam Norwood joins Jim Blasingame to discuss – debate – whether and how your business should handle renting or owning the real estate you operate in.
Andrew Gause joins Jim Blasingame to talk about how he helps his clients hedge against the global uncertainty that is our reality, but advising them on acquiring gold and silver coins as part of a diversified portfolio.
Barbara Friedberg joins Jim Blasingame to reveal the general robo-advisor fee schedules and what you should expect to pay for this service.
Barbara Friedberg joins Jim Blasingame to explain how robo-advisors are used to help you pick investment opportunities.
Dawn Fotopulos joins Jim Blasingame to reveal why being ashamed that you don’t have a better understanding of financial management is a recipe for failure.
Susan Spaulding joins Jim Blasingame to talk about what it looks like when leaders don’t prepare for career downsizing, including emotionally and financially.
Susan Spaulding joins Jim Blasingame to report on research she’s conducted on how leaders deal with moving on from a position of leadership, possibly to retirement, and finding a way to be relevant.
Lee Stoerzinger joins Jim Blasingame to recommend some tips on how to interview and associate with a financial planner that you might not think about.
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