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9 minutes | Jul 17, 2020
Tax Strategies for Retirement
In this episode, Jim Kilgore CFP® discusses some strategies to reduce and in some cases eliminate taxes in retirement. #cfp #retirement #taxplanning
8 minutes | Jul 3, 2020
Where Do We Go From Here
In this episode, Jim Kilgore CFP® discusses what’s going on in the market and the traditional 60/40 portfolio.
17 minutes | Jun 26, 2020
The Good, The Bad, and The Ugly of Annuities
In 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.
12 minutes | Jun 19, 2020
Retirement Income Maximization
In 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.
10 minutes | Jun 12, 2020
Surviving A Bear Attack
In 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.
14 minutes | Jun 5, 2020
Getting to The Zero Percent Tax Bracket In Retirement
In 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.
9 minutes | May 29, 2020
Why You Should Want A Fiduciary
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.
11 minutes | May 22, 2020
Social Security-Your Most Important Decision
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.
12 minutes | May 15, 2020
A Tax Bomb Awaits You
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 #financialplanning
14 minutes | May 8, 2020
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.
12 minutes | May 1, 2020
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.
8 minutes | Apr 24, 2020
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.
13 minutes | Apr 17, 2020
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.
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