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

Mark joins Jim for the first time at the Administaff Small Business Classic near Houston. Mark shares his business plan with Jim and they talk about what small business owners should know about life insurance.

Rick talks with Jim about some of the lesser-known details of bequeathing your retirement funds, as well as what to do when you inherit a retirement fund.

Rick and Jim discuss the three different ways small business employers can compensate and provide benefits for their employees, including key employees.

Gary and Jim talk about the current state of investing, which Gary says should be largely out of the U.S. when it comes to stock.

Rick and Jim talk about the multiple steps in the code of ethics for financial planners, how to identify when your planner is violating any of them, and what to do if that happens.

Jan and Jim talk about some unusual and often overlooked capital sources.

Jordan and Jim discuss new ways for small business owners to acquire healthcare insurance coverage that defies the current double-digit increase trend we've had over the past few years. Jordan provides a system that he uses, and a Web site, that could make a big difference in your like.

Rick and Jim begin by talking about what a feduciary is, and why you need to know. They move on to discuss how to properly establish a beneficiary for your IRA.

Mike and Jim talk about how small businesses can do successful marketing without a big budget.