401 Advisor

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.

In 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

Today 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.

Today, Jim Kilgore CFP Professional goes through the foundation of all financial planning.

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.

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.