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Category: Financial Planning

Eva Rosenberg
Eva Rosenberg joins Jim Blasingame to explain why all taxpayers, especially those older than 50, should check on their Social Security account to make sure it's accurate.
John Harrison
John Harrison joins Jim Blasingame to recommend several ways technology can help small business owners get their personal financial and tax records organized.
John Harrison
John Harrison joins Jim Blasingame to recommend some financial spring cleaning tips for small business owners, including getting rid of outdated paperwork and updating credit report.
Lief Simon
Leif Simon joins Jim Blasingame to discuss the legal challenges and income opportunities in overseas real estate investing, plus how and where to get started.
Douglas Eze
What do wealthy families know about diversification? Douglas Eze joins Jim Blasingame to recommend the kind of diversification strategy employed by wealthy families in order to sustain their wealth over generations.
Douglas Eze
Wealthy families know how to sustain wealth over generations. Douglas Eze joins Jim Blasingame to reveal the financial practices of wealthy families that we can use to sustain our own family wealth.
Jordan Goodman
How would you like to pay your house off in six or seven years? Jordan Goodman joins Jim Blasingame to reveal practices that will help you eliminate your home mortgage and car loan in a fraction of the original term.
John Harrison
John Harrison joins Jim Blasingame to explain that you should find out what kind of clients your adviser prefers to work with and why to ensure that you can get the most from the relationship.
Chris Orestis
Financial transition for the elderly is often a traumatic process. Chris Orestis joins Jim Blasingame to talk about the complicated process of transitioning the elderly to financial self-determination, and some resources that can help.
Chris Orestis
Do you know the signs of potential problems when visiting an elderly parent? Chris Orestis joins Jim Blasingame to reveal some of the warning signs that an aging parent may need to begin transitioning to a life with more help.

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