Shows
401 AdvisorTax Strategies for RetirementIn this episode, Jim Kilgore CFP® discusses some strategies to reduce and in some cases eliminate taxes in retirement. #cfp #retirement #taxplanning2020-07-1709 min401 AdvisorWhere Do We Go From HereIn this episode, Jim Kilgore CFP® discusses what’s going on in the market and the traditional 60/40 portfolio.2020-07-0308 min401 AdvisorThe Good, The Bad, and The Ugly of AnnuitiesIn 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.2020-06-2616 min401 AdvisorRetirement Income MaximizationIn 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.2020-06-1911 min401 AdvisorSurviving A Bear AttackIn 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.2020-06-1210 min401 AdvisorGetting to The Zero Percent Tax Bracket In RetirementIn 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. 2020-06-0513 min401 AdvisorWhy 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.2020-05-2909 min401 AdvisorSocial 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.2020-05-2211 min401 AdvisorA 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 #financialplanning2020-05-1512 min401 AdvisorWhat Is Financial Planning AnywayToday 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.2020-05-0813 min401 AdvisorThe Foundation of Your Financial PlanIn 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. 2020-05-0111 min401 AdvisorIf 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.2020-04-2407 min401 AdvisorInvestment 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.2020-04-1713 min