16 episodes

Bill DeShurko and Jim Kilgore, CFP(R) at 401 Advisor share their thoughts on personal finance and investing and how to best plan for a successful retirement.

401 Advisor Jim Kilgore

    • Investing
    • 5.0, 3 Ratings

Bill DeShurko and Jim Kilgore, CFP(R) at 401 Advisor share their thoughts on personal finance and investing and how to best plan for a successful retirement.

    Basic Planning Areas to Consider

    Basic Planning Areas to Consider

    In this episode, Jim Kilgore Certified Financial Planning professional goes through some of the most vital areas to consider for everyone as part of wise financial planning.  You don't need tons of assets to make sure you are making wise decisions and protecting your loved ones in case the unthinkable happens. 


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    • 22 min
    Jumpstarting Your Estate Planning

    Jumpstarting Your Estate Planning

    In this episode, Jim Kilgore CFP® gives an overview of some important estate planning topics to discuss with your spouse and attorney.


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    • 14 min
    How to Reach Financial Independence

    How to Reach Financial Independence

    In this episode, Jim Kilgore CFP® discusses the steps to “financial independence”, whether that is at retirement or some date earlier than most people reach it and the simple but not easy steps to get there.


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    • 11 min
    Tax Strategies for Retirement

    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


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    • 9 min
    Where DO We Go From Here

    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.


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    • 8 min
    The Good, The Bad, and The Ugly of Annuities

    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.


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    • 17 min

Customer Reviews

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3 Ratings

3 Ratings

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