What 45 years of financial planning has taught him
Gary Pittsford joins Jim Blasingame to reveal that what he’s learned over a half-century of financial planning is that most people aren’t adequately educated about what they have to do, and only a small percentage of Baby Boomers are prepared.
Category:
Financial Planning, Work-Life, Balance
More interviews with Gary Pittsford »See all
Gary Pittsford joins Jim Blasingame to report on the many examples of harmful Biden tax proposals that will hurt, and therefore accelerate, the divesting/retirement plans for millions of Baby Boomer owners.
Gary Pittsford joins Jim Blasingame to report on the confluence of events in the past year that have led many Baby Boomer business owners to rethink and accelerate their retirement timing plans.
Gary Pittsford joins Jim Blasingame to reveal diversification strategy elements that will allow a retiring small business owner to achieve income with the lowest risk.
Gary Pittsford joins Jim Blasingame to report on some of the changes to tax law that Democrats are considering that will hurt small businesses, including higher capital gains, and removing or lowering the step-up in basis exemptions for heirs.
Gary Pittsford joins Jim Blasingame to report on the growing number of older business owners who, rather than reinventing their businesses post-pandemic, are thinking of cashing out now, and some options to consider.
