Kramer Financial Talk

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.

How much is inflation affecting your retirement savings and accounts? In this episode Jim talks about how to help inflation-proof your retirement.

In this episode we talk about Structured Notes, what they are and how they are utilized.

In this episode Jim looks at the stock market drops so far this year, what it might mean and how to use strategical planning to help overcome market volatility.

In this episode Jim talks about annuities... Why they exist, when they're good and when they can be bad.

In this episode Jim talks about what your options are to balance and minimize your financial risk.

In this episode Jim talks about the new Omicron variant of the virus and what it might mean for the markets and the economy.

In this episode Jim talks about why you would want to name a Trust as a Beneficiary to a retirement account. We also talks about the importance of beneficiaries and trusts.