PODCAST - Three Money Habits Grade School Should Have Taught You
Stop what you are doing as you plan to listen to this episode. Think back on your life recalling the places and activities you learned...
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Jimmy J. Williams, CPA/PFS, CFP®
- Mar 21
- 1 min
PODCAST - Three Money Questions to Ask Your Partner
Lori and Jimmy tackle difficult questions that must be asked of your life partner to create a bond of trust. These questions are not...
Jimmy J. Williams, CPA/PFS, CFP®
- Mar 2
- 1 min
PODCAST - Leaning Forward Into Tomorrow
This episode is a celebration of the past four years as Lori and Jimmy discuss the evolution of the process and their favorite episodes...
Jimmy J. Williams, CPA/PFS, CFP®
- Feb 21
- 1 min
PODCAST - What Mask are You Wearing?
To cope with life, many of us use masks to protect our emotions, personality and other traits. In this episode Jimmy and Lori share their...
Jimmy J. Williams, CPA/PFS, CFP®
- Feb 21
- 3 min
It's Tax Time! Are You Ready?
The taxman cometh! Every year at this time, individuals in our great country are asked to file their income tax returns to contribute a...
Jimmy J. Williams, CPA/PFS, CFP®
- Feb 21
- 3 min
Predicting Your Future
Prior to starting the new year, many of us sat down with a pen and paper to develop our desired goals for 2023. Well, some of us did....
Jimmy J. Williams, CPA/PFS, CFP®
- Feb 21
- 4 min
New Retirement Changes That May Secure Your Future
One of the best attributes about my profession is the constant change in the rules for which we give advice to our clients. One of the...
Jimmy J. Williams, CPA/PFS, CFP®
- Feb 13
- 1 min
PODCAST - Leading a Fulfilled Life
Do you ever feel life is simply consecutive days on a hamster wheel with no satisfaction and no excitement? In this episode Jimmy and...
Jimmy J. Williams, CPA/PFS, CFP®
- Feb 8
- 1 min
PODCAST - Regaining Control of Your World
Do you ever feel the world has taken control of your life? In this episode, Lori and Jimmy share their strategies for regaining control...
Jimmy J. Williams, CPA/PFS, CFP®
- Jan 31
- 4 min
How Successful People Gain and Retain Their Wealth
There is a TV show that I witnessed a couple of times that is titled, How Winning the Lottery Ruined my Life, or something to that effect....
Jimmy J. Williams, CPA/PFS, CFP®
- Jan 31
- 1 min
PODCAST - Going through the (e)Motions
Have you ever visited a wonderfully beautiful and unique place on the planet and can't recall the details of the environment? Who you...
Jimmy J. Williams, CPA/PFS, CFP®
- Jan 23
- 3 min
Tax Credits for Homeowners
Home ownership avails tax deductions such mortgage interest and ad valorem taxes for those individuals that itemize on their personal...
Jimmy J. Williams, CPA/PFS, CFP®
- Jan 23
- 1 min
PODCAST - Sustaining True Success and Happiness
Do you ever wonder how others seem so happy all the time? In this episode Jimmy shares hacks and strategies to create a more content and...
Jimmy J. Williams, CPA/PFS, CFP®
- Jan 16
- 4 min
To Retire, Overcome These Three Challenges
Retirement planning of itself has many challenges for individuals. It is an area of life that has many concerns and questions because of...
Jimmy J. Williams, CPA/PFS, CFP®
- Jan 16
- 4 min
Controlling Your Debt
A new year always suggests the opportunities to create the world we truly wish to live in and the strategies we must implement to achieve...
Jimmy J. Williams, CPA/PFS, CFP®
- Jan 16
- 3 min
Reflection for Direction
Happy New Year! It is so awesome to open a new calendar and smell the fresh ink and clean pages of opportunity. The blank calendar...
Jimmy J. Williams, CPA/PFS, CFP®
- Jan 16
- 3 min
Is it Income or Isn’t It
One of the most confusing questions asked by many people: Is it taxable as income? To help provide greater clarity around this question,...
Jimmy J. Williams, CPA/PFS, CFP®
- Dec 5, 2022
- 1 min
PODCAST - International Leadership: From the Bayou to the Big City
Barry Melancon Do you ever wonder how someone with similar background and beginnings as you can achieve leadership at an international...
Jimmy J. Williams, CPA/PFS, CFP®
- Nov 22, 2022
- 3 min
Another Type of Income Tax
As we get closer to Thanksgiving Day, it jars in my mind the opportunities we have to reduce our taxable income. The important matter to...
Jimmy J. Williams, CPA/PFS, CFP®
- Nov 22, 2022
- 1 min
PODCAST - Being Thankful During Times of Adversity
Do you ever wonder why some people who are more thankful seem more happy than you? In this episode, Lori, Ashley, and Jimmy share their...
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