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Category: Financial Planning

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.
John Harrison
John Harrison joins Jim Blasingame to discuss the nature of cryptocurrency, and whether you should put your hard-earned money into it with the expectation of an investment or going to a casino.
Susanna Mittermaier
Susanna Mittermaier joins Jim Blasingame to reveal that we all have a relationship with money, but the question is do we understand that relationship, and how much it’s influenced by fear, stress and worry.
Pete Sepp
Pete Sepp joins Jim Blasingame to report on one of the 10 bi-partisan bills, the SECURE Act, that helps small businesses create better retirement benefits for employees, and why it’s being held up in the Senate.
John Dini
John Dini joins Jim Blasingame to report on upcoming legislation that will allow small business owners to sell to employees without having to suffer the prohibitive expense of the current administrative oversight.
John Dini
John Dini joins Jim Blasingame to reveal why small business owners have limited exit strategy options, and to identify some steps to take to improve your chances of a successful and profitable divestment.
John Dini
John Dini joins Jim Blasingame to reveal that in addition to the technical and financial challenges of divesting of your small business, there may also be emotional and physical influences holding you back.
Gary Sirak
Gary Sirak joins Jim Blasingame to report on new rules that allow those over 70 to delay mandatory distributions for 10 years, including how to do it.
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.

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