Interview with Rick Pinion

There are a number of different tax deductible retirement plans available to small business owners and Rick talks with Jim about two of the most important ones, the Individual K plan and the SEP-IRA.

There are some new laws that protect employers who provide retirement plans for their employees, and Rick talks with Jim about these, as well as whether Rick thinks stocks are over-valued, and what he thinks about investing in the now-record stock market.

Rick joins Jim to talk about some of the tools financial planners use to help their clients. You can use this information as you interview financial planner prospects.

Elvis Presley's heirs lost 73% of his estate value to taxes. Rick talks with Jim about this and other estate planning nightmares he's seen and what we can do to avoid them.

Some financial planners say that disability insurance is just as important for small businesses as life insurance, and Rick talks with Jim about why that is the case.