The markets are down and have entered into bear country... will this lead to a recession? In this episode we talk about what can you do with your finances to weather the storm.

Things you can do to help prepare yourself for a down market

With interest rates rising, bond values are down. Combine that with a volatile market and you need to make sure you have a solid financial plan. In this episode we talk about strategies to help you.

In this show we talk about how to minimize your tax burned and reduce taxes on required minimum distributions.

In this episode we talk about yield curves and the possibilities of a recession.

There are 4 major assumptions that people make that could hurt your retirement, in this episode we discuss them and how to avoid making financial mistakes.

In this episode we talk about having a diversified portfolio and whether or not alternative investments might fit in.

In this episode Jim talks about Roth IRA's, and the strategy known as a "back-door Roth IRA".

In this episode we talk about understanding Life Insurance and Taxes and tips on how to help take advantage of strategies to help your overall finances and retirement.

You may have Life Insurance that you don't need... You may also need Life insurance you don't have. There are so many kinds of insurance and strategies, we break it down for you and talk about strategies to help you get the policy you need, not the ones you don't need.