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Category: Financial Planning

Douglas  Obey
Doug Obey joins Jim Blasingame to report that he things stocks are overvalued and that we should achieve a more liquid portfolio to be ready to take advantage of future buying opportunities in stocks and real estate.
Rebecca Walser
Rebecca Walser joins Jim Blasingame to encourage small business owners to focus their retirement plans on acquisition of income-producing real estate, and pre-taxed investments.
Rebecca Walser
Rebecca Walser joins Jim Blasingame to reveal some ideas on how to not have your business be your only retirement income source, including focusing on real estate.
Jerry Ripperger
Jerry Ripperger joins Jim Blasingame to reveal the steps involved in a small business owner allowing employees to purchase all or part of the business, including the minimum parameters for size.
Jerry Ripperger
Jerry Ripperger joins Jim Blasingame to reveal that the ESOP – employee stock option plan – could be a great way to help millions of baby boomer business owners transfer ownership.
Leo Haviland
Leo Haviland joins Jim Blasingame to discuss how to use stock market index performance as an economic indicator, rather than just an investment indicator.
Dawn Fotopulos
Dawn Fotopulos joins Jim Blasingame to talk about showing up, and then to offer suggestions on why and how to find a financial professional to help you who knows your industry.
Sarah Hiner
Sarah Hiner joins Jim Blasingame to recommend that you pursue the different varieties of trusts when planning for your estate, even if you don’t have a large one.
John Harrison
John Harrison joins Jim Blasingame to reveal how he’s advising his clients about the new tax law.
Douglas  Obey
Doug Obey joins Jim Blasingame to reveal the case that local real estate investing can outperform the stock market, especially in a volatile interest rate environment.

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