401 Advisor

In this episode, Jim Kilgore CFP® discusses the steps to “financial independence”, whether that is at retirement or some date earlier than most people reach it and the simple but not easy steps to get there.

In this episode, Jim Kilgore CFP® discusses some strategies to reduce and in some cases eliminate taxes in retirement. #cfp #retirement #taxplanning

In this episode, Jim Kilgore CFP® discusses what’s going on in the market and the traditional 60/40 portfolio.

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.

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.

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 of at least a couple of bear markets.

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.

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.

In 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 is.

The topic today is making sure you have tax diversification in your retirement savings and what to do if you are nearing retirement and all of your money is in your 401k or tax-deferred IRA