401 Advisor

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

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Episodes

Friday Jul 17, 2020

In this episode, Jim Kilgore CFP® discusses some strategies to reduce and in some cases eliminate taxes in retirement. #cfp #retirement #taxplanning

Friday Jul 03, 2020

In this episode, Jim Kilgore CFP® discusses what’s going on in the market and the traditional 60/40 portfolio.

Friday Jun 26, 2020

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.

Friday Jun 19, 2020

In this episode, Jim Kilgore CFP® discusses ways to maximize your retirement income and the strategies and tools we use at 401 Advisor to give you the absolute best options when spending your retirement savings.

Friday Jun 12, 2020

In this episode, Jim Kilgore CFP® discusses how to survive a bear attack!  Not an actual bear attack by a grizzly or black bear but one involving the stock market.  Working with a financial planner often involves them helping you navigate the emotional ups and downs of at least a couple of bear markets.

Friday Jun 05, 2020

In this episode, Jim Kilgore CFP® discusses whether or not it is possible to be in the zero percent tax bracket in retirement, and if so how to do it. 

Friday May 29, 2020

In this episode, Jim Kilgore CFP® walks through what a fiduciary advisor's requirements are and why it is important for you to know the difference between the fiduciary standards and that of non-fiduciaries.

Friday May 22, 2020

In this episode Jim Kilgore CFP® talks about how your Social Security claiming strategy can and will have a significant impact on your benefits during your retirement and just how important the decision really is.

Friday May 15, 2020

In this episode, Jim Kilgore Certified Financial Planning Professional with 401 Advisor talks about the tax bomb waiting for most retirees when they retire.  Jim goes through some steps you can take to avoid this tax bomb. #CFP #taxplanning #financialplanning

Friday May 08, 2020

Today I am expanding on last week’s podcast by talking about what financial planning is and how it can help you reach your financial goals.  Rather than just walk through a list of what financial planning is, I’d like to dive into some specific examples of ways financial planning saved the client’s money and how the fee paid was way less than the savings gained in the process.

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