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Jim Kilgore, CFP® at 401 Advisor, LLC, shares his thoughts on financial planning, investing, and how to best plan for a successful retirement.... more
FAQs about 401 Advisor:How many episodes does 401 Advisor have?The podcast currently has 37 episodes available.
May 29, 2020Why You Should Want A FiduciaryIn 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....more10minPlay
May 22, 2020Social Security-Your Most Important DecisionIn 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....more12minPlay
May 15, 2020A Tax Bomb Awaits YouIn 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 bomb. #cfp #taxplanning #rothconversion...more13minPlay
May 08, 2020What Is Financial Planning AnywayToday I 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....more14minPlay
May 01, 2020The Foundation of Your Financial PlanToday, Jim Kilgore CFP Professional goes through the foundation of all financial planning....more12minPlay
April 24, 2020If Tomorrow Never ComesThe 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....more8minPlay
April 17, 2020Investment Strategy and Why You Need OneIn 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....more14minPlay
FAQs about 401 Advisor:How many episodes does 401 Advisor have?The podcast currently has 37 episodes available.