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...
Jimmy J. Williams, CPA/PFS, CFP®Mar 104 minBuy or Sell?Life has a way of keeping things interesting. After a long cycle of bull returns, the time for profit-taking has arrived. This is the...
Jimmy J. Williams, CPA/PFS, CFP®Mar 71 minPODCAST - Rise Above the NoiseDo you ever wish you could get a moment's peace? In this episode Lori and Jimmy share three strategies to help you rise above the noise...
Ashley StiebFeb 284 minThe Millennial Perspective: Know Your WorthWhat makes a good manager and leader? There are plenty of different answers to that question depending on who you ask. Our 6th United...
Jimmy J. Williams, CPA/PFS, CFP®Feb 281 minPODCAST - Horizons of OpportunitiesDo you ever wish you had a method of creating solutions unique to your challenges? Now you do! In this episode Jimmy shares his approach...
Jimmy J. Williams, CPA/PFS, CFP®Feb 153 minInflation PerspectiveIf you are living in the United States at this moment and have purchased any food, gasoline, household goods or clothing in the past...
Jimmy J. Williams, CPA/PFS, CFP®Feb 151 minPODCAST - All You Need Is…Do you know the most powerful emotion that humans experience? In this episode, Jimmy interviews Lori Few about some of her favorite...
Jimmy J. Williams, CPA/PFS, CFP®Feb 74 minBringing Clarity to Gift TaxesMany of us have worked extremely hard in life to accumulate a substantial amount of assets to fund our future retirement. The younger...
Jimmy J. Williams, CPA/PFS, CFP®Feb 71 minPODCAST - Essentialism — The Power of the 3 EsHow do ultra-successful people get so much done in a day? In this episode, Lori and Jimmy share the basics of essentialism, called “The 3...
Ashley StiebJan 313 min The Millennial Perspective: Planning AheadDisruption can arise at any moment and oftentimes there is nothing we can do to avoid it from happening. There has been a lot of...
Jimmy J. Williams, CPA/PFS, CFP®Jan 311 minPODCAST - From Imagination to RealizationDo you ever catch yourself wondering how certain technological advances were created? You can become one of the most imaginative people...
Jimmy J. Williams, CPA/PFS, CFP®Jan 243 minThree Steps to Reduce Risk In Your PortfolioWouldn’t the world be a better place if you could predictably earn 8% returns on your portfolio every year and only invest in...
Jimmy J. Williams, CPA/PFS, CFP®Jan 241 minPODCAST - Becoming an Active ListenerDo you ever wish you possessed greater communication skills? The first place to start developing this powerful tool is by implementing...
Jimmy J. Williams, CPA/PFS, CFP®Jan 183 minHow To Secure a Happy Retirement LifeOne of the most asked questions from our new clients is “How much wealth do I need to last my lifetime?” The obvious answer is “depends.”...
Jimmy J. Williams, CPA/PFS, CFP®Jan 181 minPODCAST - Vision, Persistence, SuccessDo you ever wonder how some of the most successful people in the world achieved their success? The secret to success is revealed in this...
Jimmy J. Williams, CPA/PFS, CFP®Jan 103 minRetirement Challenges and SuccessesAnother year of life has arrived. What are you doing to grow as a person? Grow your wealth? Grow your influence? It has been proven by...