Jim and Phil talk about financial planning techniques and the results of a survey conducted by the Million Dollar Round Table.

Jim and Rick talk about Social security and your financial plan.

Fred joins Jim to talk about gaining a better understanding of investing activity.

Jim and Eva talk about the complications of starting a business without having money to do it.

Jim and Fred talk about investing for cowards. They define who a coward is and how they succeed in the stock market.

Jim and Rick talk about retirement plans for small business owners.

Jim and Rick discuss long term care in financial planning and new products that will help with your planning.

Doug and Jim continue their series on Estate Trusts, beginning with a brief review of past trust categories, and then moving on to cover the specifics of how to understand the Unified Credit and how it affects your estate planning. They then discuss the merits and disadvantages of a Charitable Remainder Trust.

Doug talks with Jim about various kinds of trusts to help you preserve your estate and shelter it from unnecessary taxes. Specifically, they discuss the Bypass Trust, Living Trust, Testamentary Trust, and Life Insurance Trust.

Doug joins Jim to discuss estate planning issues, including how to calculate how big a bite estate tax will take out of your estate, and how to structure a plan so that your family keeps every penny possible, including the importance of, and financial benefits to be derived by having a will.