06/18/2007 There are a number of different tax deductible retirement plans available to small business owners and Rick talks with Jim...

05/21/2007 There are some new laws that protect employers who provide retirement plans for their employees, and Rick talks with Jim about...

03/14/2007 Rick joins Jim to talk about some of the tools financial planners use to help their clients.

02/15/2007 Elvis Presley's heirs lost 73% of his estate value to taxes.

01/17/2007 Some financial planners say that disability insurance is just as important for small businesses as life insurance, and Rick...

12/20/2006 Year-end is always a good time for small business owners to make last minute checks of our financial plan while getting the...

10/20/2006 Rich talks with Jim about how to incorporate annuities into your financial plan, including the advantages of annuities and the...

09/22/2006 Rich talks with Jim about the ethical tenets of the financial planning profession.

07/19/2006 Rick talks with Jim about the documents and information required for a financial planner to help you develop and execute your...

07/19/2006 Rick talks with Jim about the documents and information required for a financial planner to help you develop and execute your...

04/24/2006 Rick talks with Jim about why the new Roth 401k might be a good addition to your retirement planning tools.

03/24/2006 Rick talks with Jim about how seniors can better understand the complicated Medicare Prescription Drug program, including a 5...

02/23/2006 Rick joins Jim on his 7th anniversary as a member of the Brain Trust, to talk about the use of unregistered securities, called...

01/20/2006 Rick joins Jim to talk about what you should know about the Securities Investor Protection Corporatio, or SIPC, as you trust...

12/19/2005 Rick joins Jim to talk about some of the index numbers for 2005 and 2006 that you need to know for your financial planning...

10/19/2005 Rick and Jim talk about the importance of proper asset allocation in your financial planning and how to accomplish that.

10/19/2005 Rick and Jim talk about the importance of proper asset allocation in your financial planning and how to accomplish that.

09/19/2005 Rick talks with Jim about some of the lesser-known details of bequeathing your retirement funds, as well as what to do when...

08/17/2005 Rick and Jim discuss the three different ways small business employers can compensate and provide benefits for their...

07/18/2005 Rick and Jim talk about the multiple steps in the code of ethics for financial planners, how to identify when your planner is...

06/13/2005 Rick and Jim begin by talking about what a feduciary is, and why you need to know.

12/27/2004 Jim and Rick discuss some financial plans that will get you and your small business started on the right track for 2005.

10/19/2004 Rick joins Jim as he broadcasts live from La Quinta, California to discuss how to understand your financial plan.

09/21/2004 Jim and Rick discuss financial planner's credentials and how to decide which financial planner is right for you.

08/25/2004 Rick joins Jim to define annuities and then they talk about the difference between deferred and immediate annuities.

07/27/2004 Jim and Rick talk about how to provide benefits to employees.

06/22/2004 Rick joins Jim to give a quiz on financial planning and they answer the questions some business owners might have about IRA's.

05/25/2004 Jim and Rick talk about how important it is to understand your small business financial plan.

02/17/2004 Rick and Jim talk about a financial check up to make sure that your finances are in order.

01/19/2004 Jim and Rick talk about how small business owners can plan for their children's college career.

12/15/2003 Rick joins Jim to talk about the impact of the new medicare bill.

09/08/2003 Jim and Rick talk about Social security and your financial plan.

02/24/2003 Jim and Rick talk about retirement plans for small business owners.

01/27/2003 Jim and Rick discuss long term care in financial planning and new products that will help with your planning.

05/14/1999 Rick and Doug discuss with Jim how these two professionals work together to help individuals accomplish quality financial...

04/16/1999 Rick and Jim talk about the importance of retirement planning, and various retirement options, including IRAs, SEP IRAs, 401K,...

03/03/1999 In this archive, Jim and Rick discuss the definition of financial planning, how and when to work with a financial planner, how...