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Category: Financial Planning

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.
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.
Michael Saltsman
Michael Saltsman joins Jim Blasingame to reveal the many examples of how raising minimum wage hurts the people it’s supposed to be helping.

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