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Category: Financial Planning

Gary Moore
Is the economy in danger of more bubbles bursting? Gary Moore joins Jim Blasingame to talk about stock market and commodity bubbles, and to report that his investment guru, Jeremy Grantham, says the stock market is overbought.
Karen McCall
What are the first steps to personal financial recovery? Karen McCall joins Jim Blasingame with the steps to gain control over your financial future, including admit you have a problem and write down everything you spend.
Karen McCall
Why don’t we teach our children about money? Karen McCall joins Jim Blasingame to discuss her personal story about how she had to fail financially in order to acquire a healthy relationship with money.
John Warrillow
Are you depending on your business for your retirement? John Warrillow joins Jim Blasingame with tips and best practices that will help you create recurring sales revenue and, therefore, make it more valuable to a buyer.
Jim Blasingame
Are you familiar with the retirement options available? Jim Blasingame discusses some of the tax-deductible retirement plans for small businesses, including an IRA, Roth IRA, 401(k), SEP and SIMPLE plans.
Jim Blasingame
Do you have a retirement plan outside of your business? Jim Blasingame reveals results of a Small Business Advocate Poll on the challenges every small business owner faces trying to fund a separate retirement plan.
Doug Stives
What retirement plan is best for you and your small business? Doug Stives joins Jim Blasingame to talk about the steps to take to start a retirement plan, including a short overview of the IRA, the SEP and SIMPLE plans.
Doug Stives
Do you have a separate retirement plan? Doug Stives joins Jim Blasingame to offer ideas on how to use the provisions in the tax code to help pay for education, training, travel, and your retirement planning.
Bob Fischer
How is an ETF different from a mutual fund? Bob Fischer joins Jim Blasingame to discuss the advantages of Exchange Traded Funds (ETF) and how to use them instead of mutual funds.
Bob Fischer
Use rules-based investing instead of stock-picking. Bob Fischer joins Jim Blasingame to discuss several rules for investing, including price-to-sales ratio and balancing your portfolio by industry sector and between stocks and bonds.

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