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Category: Financial Planning

Michelle Seiler Tucker
Michele Seiler Tucker joins Jim Blasingame to report on the reasons why most small business owners will not have a business that anyone else will pay money for.
Joe  Collins
Joe Collins joins Jim Blasingame to recommend some basics for personal financial education and growth, including the power of life insurance products and home ownership in creating generational wealth.
Amy  Kardel
Amy Kardel joins Jim Blasingame to discuss the increased expectation of younger employee candidates to be attracted to an organized and ongoing training program, and how to make that happen.
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.

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