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Category: Financial Planning

Joe Puthur
Joe Puthur joins Jim Blasingame to report on the trend in homeownership in America today, including reasons why this is the best time in history to buy a home.
Amy Friedrich
Amy Friedrich joins Jim Blasingame to report on the Principal Well-Being Index shows more small businesses intend to increase benefits going forward, plus the difference between how men and women think about insurance.
John Harrison
John Harrison joins Jim Blasingame to reveal that every business should have documents that can help you recover in the event of the 3 Ds, which are divorce, disability and death.
John Harrison
John Harrison joins Jim Blasingame to reveal that some people think they’re so smart in one area of business that they can automatically transfer that ability to something completely different.
John Harrison
John Harrison joins Jim Blasingame to reveal several real examples of how people made investment mistakes, like not being liquid enough, or consolidating in one industry.
Scott Aurnou
Scott Aurnou joins Jim Blasingame to reveal that the Equifax breach was the most damaging commercial breach because of the breadth of consumer information that was lost.
Sarah Hiner
Sarah Hiner joins Jim Blasingame to discuss some of the reasons why we need to create a written financial plan, for our business and personal.
Ernie Burns
Ernie Burns joins Jim Blasingame to reveal some of the elements required to have a famil trusts, the different kinds of trusts, and what it takes to maintain and execute them.
Ernie Burns
Ernie Burns joins Jim Blasingame to reveal some of the things regular people need to think about regarding estate planning, including a will and the different kinds of trusts.
Levar Haffoney
Levar Haffoney joins Jim Blasingame to reveal several first steps to take when developing your exit strategy, including cleaning your financial statements and establishing operating policies and practices.

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