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Category: Financial Planning

John Harrison
John Harrison joins Jim Blasingame to report on the new law called the SECURE Act, which made several changes to IRAs, including the required distribution and being able to contribute as long as you work.
Bob Fischer
Bob Fischer joins Jim Blasingame to discuss our relationship with money as it relates to the principle of frugality in a number of cash-outlay scenarios.
Bob Fischer
Bob Fischer joins Jim Blasingame to discuss our relationship with money, and how we sometimes think about spending it, rather than making intelligent decisions about how using cash resources impact our lives, not just our pocketbook.
John DiJulius
John DiJulius joins Jim Blasingame to reveal five areas to look for in a prospective sales person, including authenticity, being curious, having empathy, and at least two others.
Barry Moltz
Barry Moltz joins Jim Blasingame to discuss some of the reasons all business owners have difficulty making changes that are so obvious, and to recommend baby steps and assessing value to becoming more comfortable with change.
Chris  Carosa
Chris Carosa joins Jim Blasingame to discuss the importance of the SECURE Act to many individuals, companies and their retirement plans, and ask why this bi-partisan bill isn’t being passed in the Senate.
Chris  Carosa
Chris Carosa joins Jim Blasingame to report on new language in regulations that could cause 401K MEPs to explode when businesses can come together in a group to administrate employee retirement plans.
Andrew J. Sherman
Andrew Sherman joins Jim Blasingame to reveal the coming tsunami of business owner divestment as a result of millions of Baby Boomer-owned businesses not being ready to transition to the next owner.
Barbara Weltman
Barbara Weltman joins Jim Blasingame to report on a number of ways to impact your tax bill by combining your retirement distributions with your charitable giving plans.
Barbara Weltman
Barbara Weltman joins Jim Blasingame to report on some of the changes in retirement contributions and distributions that were created by the passing of the SECURE Act that will impact older Baby Boomers.

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