Category: Financial Planning
Rick and Doug discuss with Jim how these two professionals work together to help individuals accomplish quality financial planning.
Rick and Jim talk about the importance of retirement planning, and various retirement options, including IRAs, SEP IRAs, 401K, among others.
John Fox joins Jim Blasingame to discuss his views on Americans' lack of retirement planning, plus the difference between saving vs investing, group retirement plans, profit sharing plans, Social Security issues, and what small business owners and their employees should be doing.
In this archive, Jim and Rick discuss the definition of financial planning, how and when to work with a financial planner, how this industry has changed over the years and where it's going. Rick and Jim answer a caller's question about how to save for a child's education. They discuss several of the options, including an Education IRA, and state sponsored investment programs.
Marc talks with Jim about how to take charge of your life by doing a better job of managing your financial resources. They also talk about the "Six secrets to a rich life."
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