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Category: Financial Planning

Gary Pittsford
Gary Pittsford joins Jim Blasingame to report on the many examples of harmful Biden tax proposals that will hurt, and therefore accelerate, the divesting/retirement plans for millions of Baby Boomer owners.
Gary Pittsford
Gary Pittsford joins Jim Blasingame to report on the confluence of events in the past year that have led many Baby Boomer business owners to rethink and accelerate their retirement timing plans.
Brad Van Horn
Brad Van Horn joins Jim Blasingame to report that it’s easier to use an ESOP for businesses as small as 20 employees, but the sweet spot number is closer to 50-100.
Brad Van Horn
Brad Van Horn joins Jim Blasingame to reveal some of the advantages a business owner can accrue by selling to employees through an ESOP, including significant tax advantages and leaving a legacy.
Joe  Collins
Joe Collins joins Jim Blasingame to recommend some basics for personal financial education and growth, including the power of life insurance products and home ownership in creating generational wealth.
Amy  Kardel
Amy Kardel joins Jim Blasingame to discuss the increased expectation of younger employee candidates to be attracted to an organized and ongoing training program, and how to make that happen.
Gary Sirak
Gary Sirak joins Jim Blasingame to offer suggestions on where you can park your retirement funds and earn 5% return with as little risk as possible.
Gary Sirak
Gary Sirak joins Jim Blasingame to offer his advice on how to make the shift from your job to retirement, and live long enough to enjoy the life you’d planned.
David Wells
David Wells joins Jim Blasingame to reveal how to think of creating wealth for yourself and your children by using trusts that will direct your estate during and after your death.
David Wells
David Wells joins Jim Blasingame to reveal that over the next 20 years, Baby Boomers will transfer $43 trillion to their children, and some of the trust strategies that are available to them.

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