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Jimmy J. Williams, CPA/PFS, CFP®
- 6 days ago
- 1 min
PODCAST - The Best of Live a Life By Design
This episode will feature our co-hosts, Lori, Ashley and Jimmy reflecting on the previous 99 episodes of Live a Life by Design! You will ...

Jimmy J. Williams, CPA/PFS, CFP®
- Feb 15
- 1 min
When to Claim SSA Benefits
When the economy takes a downward trend and the retirement you planned did not quite work out in the manner you thought, what can you do?...

Jimmy J. Williams, CPA/PFS, CFP®
- Feb 15
- 1 min
PODCAST - Your Life Needs a Plan
Do you ever feel your life is spinning out of control? Are you in control of your day or does the day run you? You can and should take co...

Jimmy J. Williams, CPA/PFS, CFP®
- Dec 28, 2020
- 1 min
PODCAST - A Little Different Christmas Story
Do you struggle with finding the best types of Christmas gifts to buy? In this episode, Jimmy and Lori share stories, gift ideas, and the...

Jimmy J. Williams, CPA/PFS, CFP®
- Dec 28, 2020
- 1 min
PODCAST - Want to Reach Your Goals? Think Moonshot!
Do you ever wonder how some people seem to find success rather quickly? In this episode, Jimmy interviews Lillian Cunningham, award-winni...

Jimmy J. Williams, CPA/PFS, CFP®
- Dec 14, 2020
- 1 min
Last-Minute Strategies To Lower Your Taxes
It’s that time of year when the sand has almost passed to the bottom of the hourglass. Most individual taxpayers are calendar-year filers...

Jimmy J. Williams, CPA/PFS, CFP®
- Dec 14, 2020
- 1 min
PODCAST - How and Why Millennials Will Help You Succeed
Do you ever possess the ability to understand generations that think differently than you? To help you understand the approach, drive and...

Jimmy J. Williams, CPA/PFS, CFP®
- Dec 7, 2020
- 1 min
PODCAST - Using History to Create Your Bigger Future
Do you ever think about your past impacting your future? In this episode Jimmy interviews Lindsay Graham, podcast producer and voice tale...
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