Jimmy J. Williams, CPA/PFS, CFP®7 hours ago3 minWhy and When to Re-balance Your PortfolioThe world has become disruptive in the past couple of years. Rampant inflation in the economy and rising interest rates are causing many...
Jimmy J. Williams, CPA/PFS, CFP®2 days ago1 minPODCAST - Relationships: The Foundation to Success in LifeDo you wish you had better relationships in your life? In this episode, Lori and Jimmy share the four cornerstones to building lasting...
Jimmy J. Williams, CPA/PFS, CFP®May 183 minHow To Remain Prudent During Market CyclesWhat goes up must come down! Whoever authored this statement of life events and business activities should receive the award for the Most...
Jimmy J. Williams, CPA/PFS, CFP®May 161 minPODCAST - Staying Motivated this SummerDo you ever struggle with motivation? In this episode, Jimmy and Lori share their best tactics for staying motivated during times of...
Jimmy J. Williams, CPA/PFS, CFP®May 91 minPODCAST - Personal Growth: Exponential ProgressDo you ever feel like you haven't reached your potential? All of us have felt this way at one time in our lives! In this episode, Jimmy...
Shelby HeflinMay 42 minWork to Live, Not Live to WorkAccording to NC State University, the Gen Z motto is “Work to live, not live to work”. As we get older, we are taught that your job...
Jimmy J. Williams, CPA/PFS, CFP®May 41 minPODCAST - Crushing Your Goals With HumilityHow can you achieve greatness in life and remain humble? In this episode Jimmy shares ideas and examples of humility possessed by people...
Jimmy J. Williams, CPA/PFS, CFP®Apr 273 minBalance In All Things Is SuccessYou may have heard that life is a marathon and not a sprint. That statement is particularly true when it comes to saving for your future....
Jimmy J. Williams, CPA/PFS, CFP®Apr 251 minPODCAST - The Power of DisciplineDo you ever wonder how some people make success look so easy? In this episode Jimmy and Lori share their approach to self-discipline and...
Jimmy J. Williams, CPA/PFS, CFP®Apr 212 minStaying Focused Is The KeyAsk any all-star athlete the secret to their success and they will tell you – focus. This past weekend at The Masters in Augusta,...
Jimmy J. Williams, CPA/PFS, CFP®Apr 181 minPODCAST - Navigating Change in the WorkplaceDoes the word "change" cause your heart to race, anxiety level to increase or simply trepidation in your life? Do you wish you had a...
Jimmy J. Williams, CPA/PFS, CFP®Apr 143 minKnow Where You Will Land Before You JumpWhat if you purchased an investment that the insurance salesman informed you would give you annual payments for your lifetime? What if...
Jimmy J. Williams, CPA/PFS, CFP®Apr 121 minPODCAST - Regaining Your MotivationDo you ever wish you could stay motivated? All of us know someone who seems to be on target and on pace all the time. How does he or she...
Jimmy J. Williams, CPA/PFS, CFP®Apr 83 minHow Geopolitical Risks Affect The MarketsToday, we live in a global economy. Although appearing insulated to the disagreements between countries on the other side of the globe,...
Jimmy J. Williams, CPA/PFS, CFP®Apr 41 minPODCAST - Leadership Secrets That Change The World: An Interview with Susan S. CoffeyDo you desire to change the world? What if you had the secret to becoming a global leader of a transformational organization? In this...
Jimmy J. Williams, CPA/PFS, CFP®Mar 313 minTiming is EverythingTime is the one facet we humans can’t command in life. You may attempt to manage it, schedule it or even slow it down but you can never...
Jimmy J. Williams, CPA/PFS, CFP®Mar 281 minPODCAST - How’s Your Thinking?Do you ever wonder why you feel out of sync with the world around you? In this episode, Lori and Jimmy share ideas to help improve your...
Ashley StiebMar 213 minTHE MILLENNIAL PERSPECTIVE: We Just Want to Sit at HomeIt seems as though a “Help Wanted” sign is hanging in the window of every other place of business these days. I hear the phrase, “nobody...
Jimmy J. Williams, CPA/PFS, CFP®Mar 173 minPrudent Steps to a Secure FutureOur world is experiencing disruption on a global basis. War in Ukraine, inflation at a 40 year high, gasoline prices reflect the 70s, and...
Jimmy J. Williams, CPA/PFS, CFP®Mar 151 minPODCAST - Van Halen and History: A Common Thread in Rock and RollDo you ever wonder certain people simply create their own path to success? In this episode, Jimmy hosts Greg Renoff, author of Amazon...