Rick joins Jim on his 7th anniversary as a member of the Brain Trust, to talk about the use of unregistered securities, called Regulation D offerings, to raise capital for a small business. Reg D offerings are also investment opportunities for investors.

Tripp joins Jim for the first time to talk about the importance of living your legacy, not just leaving one.

Elizabeth and Jim discuss the problem small business owners have of not paying enough attention to their own personal finances. They also talk about why small business owners should take extra care not to co-mingle their personal and their business money.

Rick joins Jim to talk about what you should know about the Securities Investor Protection Corporatio, or SIPC, as you trust investment firms with your money.

Craig talks with Jim about the emotional side of retirement and what that looks like for 21st century retirees.

Gene and Jim begin a series on setting financial fundamental goals for your small business. This visit includes the critical topic of creating and managing with regular financial statements. They also make the point that you don't have to be an accountant to manage your business with your financial statements.

Rick joins Jim to talk about some of the index numbers for 2005 and 2006 that you need to know for your financial planning activity.

Addison joins Jim for the first time to talk about some of the challenges America faces as a result of our fast-growing national debt. They both agree that debt can be a good thing, and has to be considered along with the strength of the national economy, but is it getting out of hand. Listen in to see what Addison thinks.

Sharon joins Jim to talk about the real estate investment business, including property management and developmen, and how that's working in 21st century Tulsa, OK. This interview is part of Jim's participation in the Tulsa Chamber's Business and Technology Showcase.

Rick and Jim talk about the importance of proper asset allocation in your financial planning and how to accomplish that.