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Category: Financial Planning

Gary Sirak
Gary Sirak joins Jim Blasingame to recommend looking at target date funds from past years to assume a defensive investment strategy with your retirement funds.
Gary Sirak
Gary Sirak joins Jim Blasingame to caution against further investing in stocks, and to recommend other options as a defensive investing strategy.
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.
Brad Van Horn
Brad Van Horn joins Jim Blasingame to report on the smallest likely size business and level of performance that it takes to transfer ownership from the founder to the employees with an Employee Stock Option Plan.
Brad Van Horn
Brad Van Horn joins Jim Blasingame to report on how the Employee Stock Option Plans (ESOP) landscape has changed to make it easier for smaller firms to transition, including financing and administrative costs.
Gary Pittsford
Gary Pittsford joins Jim Blasingame to reveal diversification strategy elements that will allow a retiring small business owner to achieve income with the lowest risk.
Gary Pittsford
Gary Pittsford joins Jim Blasingame to report on some of the changes to tax law that Democrats are considering that will hurt small businesses, including higher capital gains, and removing or lowering the step-up in basis exemptions for heirs.
Gary Pittsford
Gary Pittsford joins Jim Blasingame to report on the growing number of older business owners who, rather than reinventing their businesses post-pandemic, are thinking of cashing out now, and some options to consider.

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