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Category: Financial Planning

Chris  Carosa
Chris Carosa joins Jim Blasingame to discuss the importance of the SECURE Act to many individuals, companies and their retirement plans, and ask why this bi-partisan bill isn’t being passed in the Senate.
Chris  Carosa
Chris Carosa joins Jim Blasingame to report on new language in regulations that could cause 401K MEPs to explode when businesses can come together in a group to administrate employee retirement plans.
John Dini
John Dini joins Jim Blasingame to report on the unprecedented cohort of Baby Boomer business owners who, one way or another, will be exiting their businesses in the next 20 years.
Cliff Ennico
Cliff Ennico joins Jim Blasingame to explain what to look for and how to negotiate when you’re considering investing in a company that’s offering the “SAFE” forms of equity promises.
Barbara Weltman
Barbara Weltman joins Jim Blasingame to reveal the many examples of tax-deferred retirement programs available for small businesses that you can still create for this year, including some you won’t have to fund until next year.
Ramon Ray
Ramon Ray joins Jim Blasingame to reveal some of the ways to develop and distribute content that is relevant to the expectations your prospects and customers have for your business.
Sarah Hiner
Sarah Hiner joins Jim Blasingame to reveal that many of us have a dysfunctional relationship with money, especially regarding the myth that having more of it will automatically make you happy.
Sarah Hiner
Sarah Hiner joins Jim Blasingame to reveal that angry people probably need more sleep, and agreeable people often are not the most successful financially, especially if they allow others to take advantage of them.
Eva Rosenberg
Eva Rosenberg joins Jim Blasingame to report on the various small business tax-deductible retirement plans available from the government, and how to decide with is best for you.
Brad Close
Brad Close joins Jim Blasingame to report on why the SECURE Act, which would help Baby Boomers stay at work longer, is still stuck in the Senate, after passing the house with a significant bi-partisan vote.

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