401 Advisor

Jim Kilgore
  • 5.0 (3)
  • INVESTING

Jim Kilgore, CFP® at 401 Advisor, LLC, shares his thoughts on financial planning, investing, and how to best plan for a successful retirement.

  1. 11/20/2020

    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

    17 min

  2. 10/23/2020

    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

    19 min

  3. 10/16/2020

    10 Indicators of Financial Health

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

    17 min

  4. 09/25/2020

    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.

    7 min

  5. 09/18/2020

    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

    12 min

  6. 08/28/2020

    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

    9 min

  7. 08/21/2020

    The Psychological Planning for Retirement

    In this episode, Jim Kilgore CFP® talks about the transition that occurs from working life to that of the retiree and what some of the psychological effects of that change can look like.

    9 min

  8. 08/14/2020

    Long Term Care, Get it or Not?

    In this episode, Jim Kilgore CFP® talks about Long term care insurance and the pros, cons, and uncertainty many people have when deciding whether or not to add long term care to their risk management.

    16 min
See All (24)

Ratings & Reviews

5
out of 5
3 Ratings

About

Jim Kilgore, CFP® at 401 Advisor, LLC, shares his thoughts on financial planning, investing, and how to best plan for a successful retirement.

Information

  • Creator
    Jim Kilgore
  • Years Active
    2K
  • Episodes
    24
  • Rating
    Clean
  • Copyright
    © Jim Kilgore
  • Show Website
    401 Advisor