24 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

    • Business
    • 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.

    The Health Savings Account for Retirement Planning

    The Health Savings Account for Retirement Planning

    In this episode, Jim Kilgore CFP® explains the Health Savings Account and how they fit into your overall retirement planning portfolio. #money #wealth #cfp #retirementplanning #financialplanning #HSA


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    • 17 min
    Estate Planning Awareness Week

    Estate Planning Awareness Week

    In this episode, Jim Kilgore CFP® talks estate planning as part of Estate Planning Awareness Week and goes through the basics of what a sound estate plan includes. #cfp #estateplanning #financialplanning #money 


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    • 19 min
    10 Indicators of Financial Health

    10 Indicators of Financial Health

    In this episode, Jim Kilgore CFP® goes through his 10 indicators of financial health. #money #cfp #financialplanning #financialbehavior 


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    • 18 min
    Thoughts On Dividends and The Market

    Thoughts On Dividends and The Market

    In today’s episode, Jim Kilgore CFP® talks about the weekly email we send clients and people interested in hearing what we have to say and turns it into a podcast.  The weekly email usually includes dividend news from companies announcing dividend increases (sometimes decreases) and our thoughts on the economy and the stock market. 


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    • 7 min
    Asset to Liability Ratio for a Comfortable Retirement

    Asset to Liability Ratio for a Comfortable Retirement

    In this episode, Jim Kilgore CFP® goes through what an ideal asset to liability ratio looks like for a comfortable retirement.  If you don't keep your asset to liability ratio in check you can be limiting your wealth or taking an unnecessary risk as you enter your retirement years.  #retirement #CFP #401advisor #financialplanning


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    • 12 min
    Tapping an Untapped Resource For Retirement Income

    Tapping an Untapped Resource For Retirement Income

    In this episode, Jim Kilgore CFP® talks about tapping an untapped resource to boost your retirement income. #cfp #reversemortgage #wealthmanagement


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    • 9 min

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