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Category: Financial Planning

Cliff Ennico
Cliff Ennico joins Jim Blasingame to report on some new laws that affect your home office deduction, the estate tax, and who is an employee in California, and how that change could impact the rest of the U.S.
Cliff Ennico
Cliff Ennico joins Jim Blasingame to reveal some of the changes to your future plans for your IRA based on the recently passed SECURE Act, including how to minimize future taxes.
Cliff Ennico
Cliff Ennico joins Jim Blasingame to reveal some of the changes the SECURE Act made to your IRA, including some good news for those under 70, and not so much if you’re planning to bequeath your IRA to family.
Harry  Dent
Harry Dent joins Jim Blasingame to report on some of the Fed’s continued quantitative easing, which has fueled an unprecedented equities bubble (Wall Street) and may be resolved in 2020 with a major correction.
Barry Moltz
Barry Moltz joins Jim Blasingame to discuss some of the reasons all business owners have difficulty making changes that are so obvious, and to recommend baby steps and assessing value to becoming more comfortable with change.
Alan See
Alan See joins Jim Blasingame to propose a trust formula that includes rapport, credibility and risk, and how we can apply it to doing business more effectively, whether we’re buying or selling.
Pete Sepp
Pete Sepp joins Jim Blasingame to report that the Obama-era Cadillac tax on expensive health care policies was ended by the Senate in 2019, as they voted to include the SECURE Act that helped small business retirement programs.
Doug Wead
Doug Wead joins Jim Blasingame to reveal that the presidents he’s known are all good listeners, and have learned how to play the monopoly game that is played in Washington and on the global marketplace.
John Harrison
John Harrison joins Jim Blasingame to report on how the SECURE Act expanded the benefits of the 529 education plans, including home-schooling provisions, and being applied to college loan repayment.
John Harrison
John Harrison joins Jim Blasingame to report on the changes the SECURE Act made for those who inherit IRAs, plus tax credits for small businesses that start a retirement program.

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