Category: Financial Planning
Retirement planning is not easy for small business owners, because there are always other needs for our capital that preempts the retirement accounts. But Mary Beth talks with Jim about some retirement plan ideas that will help small business owners capitalize their business AND plan for retirement.
Our employees are the ones who tough most of the customers, so why don't we do a better job with them? Scott and Jim talk about how to make sure you're maximizing this very important relationship we have with our internal customers.
Year-end is always a good time for small business owners to make last minute checks of our financial plan while getting the new year plan ready, and Rick talks with Jim about some of the key financial planning and tax areas to look at.
Joining Jim during his 9th anniversary week, Gary talks about some of the economic issues we'll have with the new Congressional leadership, and whether we should worry or be excited.
Gerri and Jim talk about the best way for small business owners to use credit reporting to their advantage.
Rich talks with Jim about how to incorporate annuities into your financial plan, including the advantages of annuities and the disadvantages.
Rich talks with Jim about the ethical tenets of the financial planning profession.
Gene and Jim talk about how to make sure that the products you sell and the customer relationships you have are profitable ones. But most importantly, regardless of how profitable, the facts are what you intended, not what just happened.
Bob joins Jim to talk about what holds us back from creating wealth. They go on to talk about the advantages of being a real estate investor.
Rick talks with Jim about the documents and information required for a financial planner to help you develop and execute your financial plan.
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