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401 Advisor episodes
- What Is Financial Planning Anyway
Today 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 to dive into some specific examples of ways financial planning saved the client’s money and how the fee paid was way less than the savings gained in the process.
14 min - The Foundation of Your Financial Plan
In 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 plan.
12 min - If Tomorrow Never Comes
The topic today is preparing for the what if’s in life, and how you should have a plan to make difficult decisions when every decision will be a difficult one.
8 min - Investment Strategy and Why You Need One
In this episode, Jim Kilgore Certified Financial Planning Professional with 401 Advisor, discusses the importance of investment strategy and how their firm narrows down investments they use in their portfolios.
14 min - Tax Strategies for RetirementIn this episode, Jim Kilgore CFP® discusses some strategies to reduce and in some cases eliminate taxes in retirement. #cfp #retirement #taxplanning10 min
- Where Do We Go From HereIn this episode, Jim Kilgore CFP® discusses what’s going on in the market and the traditional 60/40 portfolio.9 min
- The Good, The Bad, and The Ugly of AnnuitiesIn 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.17 min
- Retirement Income MaximizationIn 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.12 min
- Surviving A Bear AttackIn 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.11 min
- Getting to The Zero Percent Tax Bracket In RetirementIn 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.14 min
About 401 Advisor
From the publisher's feed
Jim Kilgore, CFP® at 401 Advisor, LLC, shares his thoughts on financial planning, investing, and how to best plan for a successful retirement.