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Category: Financial Planning

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.
Sarah Hiner
Sarah Hiner joins Jim Blasingame to discuss some of the industries that may have more of a near-term advantage operating in a more restrictive marketplace of the Biden administration.
Chris  Carosa
Chris Carosa joins Jim Blasingame to explain how a child IRA works for the person paying into it, and how it benefits the child recipient, plus possible penalties
Chris  Carosa
Chris Carosa joins Jim Blasingame to reveal how a parent or grandparent could contribute to a Child IRA for a few years and result in a significant fund when that recipient retired.
Terry Neese
Terry Neese joins Jim Blasingame to offer her thoughts on how women should mentor their daughters about recognizing progress and building on that.
Abby Schneiderman
Abby Schneiderman joins Jim Blasingame to discuss how to engage key people who have been selected to manage your estate and business in the event that you aren’t there to handle it.
Abby Schneiderman
Abby Schneiderman joins Jim Blasingame to provide a check list to prevent challenges and expenses incurred when a small business owner dies without having any estate planning, or organization continuation.
Abby Schneiderman
Abby Schneiderman joins Jim Blasingame to report on the woeful lack of even the simplest form of estate planning, and why this is further exacerbated when you’re a business owner.
Nancy Hite
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Nancy Hite joins Jim Blasingame

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