Lifetime Income Series

Chris Collins

May 18 – It is that time of year when high school graduates don caps and gowns and parents look ahead to the realities of the high cost of a college education. This week on the program, Jim and John will discuss the cost of college...

Yolanda York

May 11 – This week Jim and John discuss an important topic to every working American; Social Security. They take a deep dive into the facts, circumstances and changes in Social Security for 2015. More importantly, Jim will...

Jeremy Walston Md

May 4 – In a special reprise edition of the Lifetime Income Series, Jim and John cover a topic of great importance to most retirees; retirement plan distributions. The majority of Americans have some kind of retirement plan, whether it is a 401(k), 403(b), 457, IRA or Roth IRA.

Adam Sherry

Apr 27 – This week Jim and John continue the tax strategy theme. At this time of year you still have eight months to plan, so it’s not too late to take steps to reduce your 2015 taxes. This week they look at broader tax planning techniques.

Dr. Gary Small

Apr 20 – This week’s program is a warning about procrastination. You’ve just filed your taxes and may have received some unwelcome surprises. What will you do about next year’s taxes? There are major changes coming to...

Kim Fichera CPA

Apr 13 – With the culmination of tax season dead ahead, the topic this week is everyone’s favorite subject: taxes. Jim and John discuss how to reduce your annual tax bill, especially now that we are seeing tax rates on the rise. As the government takes more...

Ronald Greenwald

Apr 6 – This week Jim and John pick up on a recent theme with Part 2 of “So You Think You Can Retire?” and raise even more questions. They will “reverse engineer” retirement to get you to think about where you are today and look realistically...

Mitch Anthony

Mar 30 – This week Jim and John focus on three generations; the Millennials, Generation X, and Baby Boomers. They will discuss how to become a millionaire by retirement using consistent savings, and the magic of compound interest. Jim will show how...

Drew Collins Nd

Mar 23 – This week Jim and John ask if you are really prepared to retire. The aging baby boomers are bombarded daily with television ads for retirement, making it look easy. Jim stresses that many baby boomers could be...

Roberta J Robinson

Mar 16 – This week Jim and John discuss estate tax planning, and the tax changes of which few are aware. Heirs of larger estates may be subject to capital gains taxes, and this program highlights the major issues involved.

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