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Category: Financial Planning

Gene Siciliano
Gene and Jim talk about how to make sure that the products you sell and the customer relationships you have are profitable ones. But most importantly, regardless of how profitable, the facts are what you intended, not what just happened. <br></["br"]>
Robert Allen
Bob joins Jim to talk about what holds us back from creating wealth. They go on to talk about the advantages of being a real estate investor.
Rick Pinion
Rick talks with Jim about the documents and information required for a financial planner to help you develop and execute your financial plan.
Rick Pinion
Rick talks with Jim about the documents and information required for a financial planner to help you develop and execute your financial plan.
Ruth King
Ruth joins Jim to talk about some of the fundamental managerial checks and balances that they recommends for small businesses.
Rick Pinion
Rick talks with Jim about why the new Roth 401k might be a good addition to your retirement planning tools.
Gary Moore
Gary joins Jim to talk about how we should think about our national finaces, including balancing our national debt with our national assets.
Rick Pinion
Rick talks with Jim about how seniors can better understand the complicated Medicare Prescription Drug program, including a 5 step approach.
Addison joins Jim to talk about the dangers of the lack of savings and personal debt levels of Americans. Jim asks Addison if personal investment by Americans shouldn't be considered as part of their savings level.
Bill Brandt
Bill joins Jim to talk about the present and future danger that is the underfunded corporate defined benefits plans, including retirement and healthcare. Several have already defaulted, almost all of the others eventually will have trouble, so who is going to pay for all of this? It's a problem that's going to affect all of us.

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