401 Advisor

In this episode, Jim Kilgore CFP® explains the Health Savings Account and how they fit into your overall retirement planning portfolio. #money #wealth #cfp #retirementplanning #financialplanning #HSA

In this episode, Jim Kilgore CFP® talks estate planning as part of Estate Planning Awareness Week and goes through the basics of what a sound estate plan includes. #cfp #estateplanning #financialplanning #money 

In this episode, Jim Kilgore CFP® goes through his 10 indicators of financial health. #money #cfp #financialplanning #financialbehavior 

In today’s episode, Jim Kilgore CFP® talks about the weekly email we send clients and people interested in hearing what we have to say and turns it into a podcast.  The weekly email usually includes dividend news from companies announcing dividend increases (sometimes decreases) and our thoughts on the economy and the stock market. 

In this episode, Jim Kilgore CFP® goes through what an ideal asset to liability ratio looks like for a comfortable retirement.  If you don't keep your asset to liability ratio in check you can be limiting your wealth or taking an unnecessary risk as you enter your retirement years.  #retirement #CFP #401advisor #financialplanning

In this episode, Jim Kilgore CFP® talks about tapping an untapped resource to boost your retirement income. #cfp #reversemortgage #wealthmanagement

In this episode, Jim Kilgore CFP® talks about the transition that occurs from working life to that of the retiree and what some of the psychological effects of that change can look like.

In this episode, Jim Kilgore CFP® talks about Long term care insurance and the pros, cons, and uncertainty many people have when deciding whether or not to add long term care to their risk management.

In this episode, Jim Kilgore Certified Financial Planning professional goes through some of the most vital areas to consider for everyone as part of wise financial planning.  You don't need tons of assets to make sure you are making wise decisions and protecting your loved ones in case the unthinkable happens. 

In this episode, Jim Kilgore CFP® gives an overview of some important estate planning topics to discuss with your spouse and attorney.