by Bill DeShurko | Jul 17, 2020 | Financial Planing, Investments
In this episode, Jim Kilgore CFP® discusses some strategies to reduce and in some cases eliminate taxes in retirement. #cfp #retirement #taxplanning
by Bill DeShurko | Jul 3, 2020 | Financial Planing, Investments
In this episode, Jim Kilgore CFP® discusses what’s going on in the market and the traditional 60/40 portfolio.
by Bill DeShurko | Jun 26, 2020 | Financial Planing, Investments
In this episode, Jim Kilgore CFP® discusses the good, the bad, and the ugly of annuities and what you should look out for when a product salesman is trying to push an annuity into your financial life.
by Bill DeShurko | Jun 19, 2020 | Financial Planing, Investments
In this episode, Jim Kilgore CFP® discusses ways to maximize your retirement income and the strategies and tools we use at 401 Advisor to give you the absolute best options when spending your retirement savings.
by Bill DeShurko | Jun 12, 2020 | Financial Planing, Investments
In this episode, Jim Kilgore CFP® discusses how to survive a bear attack! Not an actual bear attack by a grizzly or black bear but one involving the stock market. Working with a financial planner often involves them helping you navigate the emotional ups and downs...
by Bill DeShurko | Jun 5, 2020 | Financial Planing, Investments
In this episode, Jim Kilgore CFP® discusses whether or not it is possible to be in the zero percent tax bracket in retirement, and if so how to do it.