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Category: Financial Planning

Tom Borg
Tom Borg joins Jim Blasingame to report on a survey that indicates that Boomers care about trust, competence and human touch.
Scott Aurnou
Scott Aurnou joins Jim Blasingame to report on how Russia, and likely other players, are using unsecure Internet of Things things to break into your network and create chaos.
Scott Aurnou
Scott Aurnou joins Jim Blasingame to discuss the goal of the government to have “back door” access to our digital devices for national security reasons, but how much do we want them to have?
Zach  Beach
Zach Beach joins Jim Blasingame to discuss what it's like being part of a family business.
Barbara Weltman
Barbara Weltman joins Jim Blasingame to reveal some of the tax provisions that should pass Congress, including certain tax extenders, some tax credits, and the ability for over-70 taxpayers who keep working to continue to contribute to their IRAs.
Eva Rosenberg
Eva Rosenberg joins Jim Blasingame to reveal that having someone designated to run your business affairs when you die only works if you’ve made it legal. Just assigning someone won’t work.
Sharon Hartung
Sharon Hartung joins Jim Blasingame to reveal some of the aspects of end-of-life planning, including the will, trusts, digital and crypto assets, and how to set them up so your family can manage them easily when you’re gone.
Sharon Hartung
Sharon Hartung joins Jim Blasingame to reveal that your retirement and death planning must now include aspects of addressing your assets and associations with the digital, cyber and crypto universe.
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.
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.

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