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Category: Financial Planning

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.
Douglas  Obey
Doug Obey joins Jim Blasingame to reveal some of the indicators that are popping up that in the past would have presaged a recession, and whether this time and these conditions are different now.
Gary Sirak
Gary Sirak joins Jim Blasingame to reveal that if a key employee told you they had an offer to go to work elsewhere, you’d probably try to make a counter-offer. But why not make that offer before they leave, and include deferred financial benefits.
Gary Sirak
Gary Sirak joins Jim Blasingame to reveal how to attract key people to your organization and keep them, by offering to fund deferred benefit financial instruments in their names.
Chris  Carosa
Chris Carosa joins Jim Blasingame to reveal how to set your teenagers up with a retirement program that, even though it’s only funded for six or seven years, makes them millionaires at retirement age.
Richard  Watts
Richard Watts joins Jim Blasingame to discuss how to think about leaving your children less than they might have expected.
Beau Henderson
Beau Henderson joins Jim Blasingame to reveal some of the ways you can retire part-time and extend the life and effectiveness of your retirement resources.
Beau Henderson
Beau Henderson joins Jim Blasingame to reveal some of the reality and kill some of the myths of filing for Social Security retirement benefits, including spousal considerations.
Beau Henderson
Beau Henderson joins Jim Blasingame to reveal the key elements of the new model of retirement planning, including both financial and non-financial steps.
Jack Ogilvie
Jack Ogilvie joins Jim Blasingame to report on how a new law allows the SBA to guarantee loans to fund an Employee Stock Option Plan for small businesses much smaller in size than before.

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