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Category: Financial Planning

Renee Schaaf
Renee and Mary join Jim to discuss some financial plans and how employees and employers can take advantage of them.
Rick Pinion
Jim and Rick discuss some financial plans that will get you and your small business started on the right track for 2005.
Judy Lawrence
Judy joins Jim to talk about the attitude around giving and receiving. They go on to discuss 2005 budgetin ideas.
Rick Pinion
Rick joins Jim as he broadcasts live from La Quinta, California to discuss how to understand your financial plan.
Rick Pinion
Jim and Rick discuss financial planner's credentials and how to decide which financial planner is right for you. They go on to talk about buy/sell stock redemption plans.
Jim speaks with guest about the importance of small business political involvement and her own advocacy in the state of California.
Judy Lawrence
Judy joins Jim to discuss how important it is to make cashless options available to your customers.
Rick Pinion
Rick joins Jim to define annuities and then they talk about the difference between deferred and immediate annuities.
Steve DelBianco
Fred Siegel
Fred and Steve join Jim to discuss the Google phenomenon and its recent IPO.
Rick Pinion
Jim and Rick talk about how to provide benefits to employees.

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