by Bill DeShurko | May 29, 2020 | Financial Planing, Investments
In this episode, Jim Kilgore CFP® walks through what a fiduciary advisor’s requirements are and why it is important for you to know the difference between the fiduciary standards and that of non-fiduciaries.
by Bill DeShurko | May 22, 2020 | Financial Planing, Investments
https://www.podbean.com/media/share/pb-6uyic-dd582aIn this episode Jim Kilgore CFP® talks about how your Social Security claiming strategy can and will have a significant impact on your benefits during your retirement and just how important the decision really...
by Bill DeShurko | May 15, 2020 | Financial Planing, Investments
https://www.podbean.com/media/share/pb-9htmx-dc87cfIn this episode, Jim Kilgore Certified Financial Planning Professional with 401 Advisor talks about the tax bomb waiting for most retirees when they retire. Jim goes through some steps you can take to avoid this tax...
by Bill DeShurko | May 8, 2020 | Financial Planing, Investments
https://www.podbean.com/media/share/pb-z2y2f-dbc304Today I am expanding on last week’s podcast by talking about what financial planning is and how it can help you reach your financial goals. Rather than just walk through a list of what financial planning is, I’d like...
by Bill DeShurko | May 1, 2020 | Financial Planning, Investments
https://www.podbean.com/media/share/pb-s6yps-db0b4dIn today’s episode, Jim Kilgore Certified Financial Planning Professional with 401 Advisor talks about the different kinds of life insurance and how life insurance lays the foundation of your financial...
by Bill DeShurko | Apr 30, 2020 | dividends, economy, Finance, Financial Planning, Investing, Investment Management, Investments, money management, portfolio, retirement investing, Retirement Planning, starting to invest, Wealth Management
A book review by Jim Kilgore CFP® and Bill DeShurko There are thousands of books on the market aimed at individual investors who are attempting to go it alone and invest on their own. Whether that be for retirement or some other financial goal, investing is a...
