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