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...
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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...
Ashley Stieb
- Nov 30, 2020
- 1 min
The Millennial Perspective: The Spirit of Giving
The holidays can be stressful for anyone, and being a millennial already comes with its own stressful baggage like expensive student loan...
Jimmy J. Williams, CPA/PFS, CFP®
- Nov 30, 2020
- 1 min
PODCAST - The Importance of Coaching and Being Unique
Do you ever wonder why certain individuals make life look effortless and successful while you drudge along? In this episode, Jimmy...
Jimmy J. Williams, CPA/PFS, CFP®
- Nov 23, 2020
- 1 min
Do You Qualify For A Penalty-Free Distribution From Your IRA?
Many people possess an Individual Retirement Account (IRA) or employer plan that holds assets for their future financial security. Due to...
Jimmy J. Williams, CPA/PFS, CFP®
- Nov 23, 2020
- 1 min
PODCAST - Being Thankful All Year Long
This has been a very different year for most of us. Perhaps you are facing challenges far beyond your normal boundaries of life. In this...
Jimmy J. Williams, CPA/PFS, CFP®
- Nov 17, 2020
- 1 min
Choosing The Proper Benchmark
What a difference a week makes in the stock market! I thought we were in a pandemic. The lessons to learn from the current economic cycle...
Jimmy J. Williams, CPA/PFS, CFP®
- Nov 17, 2020
- 1 min
PODCAST - The Source for Positive Change
Do you ever wonder what your life would be like if you had more education? In this episode Jimmy interviews Oklahoma Secretary of...
Jimmy J. Williams, CPA/PFS, CFP®
- Nov 9, 2020
- 1 min
The Habit of Saving
One of the most difficult habits to instill is saving. In this time we are living, too many of us want to experience a lifestyle that our...
Jimmy J. Williams, CPA/PFS, CFP®
- Nov 9, 2020
- 1 min
PODCAST - Thinking Small Serves No One
Do you ever wonder what your life would have been like if you only had taken that chance opportunity when you were younger? In this...
Jimmy J. Williams, CPA/PFS, CFP®
- Nov 4, 2020
- 1 min
Elections Have Consequences
No, I am not referring to the presidential election. I am concerned about your financial future! You have opportunities, during times of...
Jimmy J. Williams, CPA/PFS, CFP®
- Nov 4, 2020
- 1 min
PODCAST - How to Maximize the Seasons of Life
Do you ever feel stuck in the "Winter" season of life? In this episode Jimmy shares the principles of the four seasons to help you...
Ashley Stieb
- Oct 26, 2020
- 1 min
The Millennial Perspective: Workplace Woes
We all face several issues in the workplace at one point or another, but sometimes it feels like millennials get the shortest end of the...
Jimmy J. Williams, CPA/PFS, CFP®
- Oct 26, 2020
- 1 min
PODCAST: Go The Extra Mile
Do you ever wonder why the board of directors pays the CEO of Disney $47.5 million in compensation? You can duplicate this success in...
Jimmy J. Williams, CPA/PFS, CFP®
- Oct 19, 2020
- 1 min
The One Secret to Retiring Successfully
We are asked many questions about the strategies to retirement and enjoyment of life. This article will reveal the secret success...
Jimmy J. Williams, CPA/PFS, CFP®
- Oct 19, 2020
- 1 min
The Importance of Year-End Tax Planning
This is an optimal time to review your potential income tax liability for 2020. Most individual filers under U.S. jurisdiction are...
Jimmy J. Williams, CPA/PFS, CFP®
- Oct 19, 2020
- 1 min
PODCAST - Finish Strong, Start Today
Do you ever wish you could make some permanent changes in your life? Today's episode of Live a Life by Design helps you start, and...
Jimmy J. Williams, CPA/PFS, CFP®
- Oct 19, 2020
- 1 min
What is Risk?
So many people that I meet seek a panacea for their retirement assets. It is one of those facts of life that if anything yields a return,...
Jimmy J. Williams, CPA/PFS, CFP®
- Oct 19, 2020
- 1 min
PODCAST - The Importance of Leading a Life of Service
Do you ever know someone that has left a powerfully impactful legacy in life? In this episode Jimmy interviews Craig Hodges, CEO of...
Jimmy J. Williams, CPA/PFS, CFP®
- Oct 19, 2020
- 1 min
Why Did I Do That?
Humans are a curious bunch, aren’t we? Our brains work in one mode – survival. The programming of our brain is based on the strategies of...
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