New Tax Law, New Opportunities
One thing in life you can always count on is that tax laws will never be simple in language or applicability! President Biden signed the...
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Jimmy J. Williams, CPA/PFS, CFP®
- Sep 6, 2022
- 1 min
PODCAST - Crushing Your 2022 Goals in 4 Months
Do you ever worry that you won't reach your most important goals for 2022? In this episode, Lori and Jimmy share a powerful and simple...
Jimmy J. Williams, CPA/PFS, CFP®
- Aug 29, 2022
- 1 min
PODCAST - Inspiration – The Key to Success
Do you ever wish you had a consistent means of growth in your life? In this episode, Jimmy shares how inspiration keeps him motivated to...
Shelby Heflin
- Aug 24, 2022
- 3 min
Where’d Everyone Go?
From going out to eat to going shopping anyone can see that there is a shortage of workers. Everywhere you go the staff is shorthanded,...
Jimmy J. Williams, CPA/PFS, CFP®
- Aug 22, 2022
- 1 min
PODCAST - Be a Little Selfish
Good morning, everybody. I, Ashley Stieb, your temporary host of Live a Life By Design, will be delivering your Monday morning moment of...
Ashley Stieb
- Aug 18, 2022
- 3 min
The Millennial Perspective: Stop Treading, Start Moving
How many times have you felt stuck in your position at work? Feeling like no matter what you do you won’t be offered a promotion, or you...
Jimmy J. Williams, CPA/PFS, CFP®
- Aug 18, 2022
- 3 min
Lifetime Decisions on Social Security Benefits
Perhaps one of the “Top 10” retirement questions we receive is when to elect social security benefits. The question is one that is...
Jimmy J. Williams, CPA/PFS, CFP®
- Aug 17, 2022
- 1 min
PODCAST - M.O.N.D.A.Y.
Good morning, everyone! Coming to you live this morning, flying solo for the very first time. Well, actually, maybe once before, can't...
Jimmy J. Williams, CPA/PFS, CFP®
- Aug 9, 2022
- 1 min
PODCAST - “Get To” Attitude
Attitude is everything in life! In this episode, Jimmy and Lori share their favorite "get to" activities that make life more fulfilling...
Jimmy J. Williams, CPA/PFS, CFP®
- Aug 4, 2022
- 3 min
The Elusive Measure of Time
One of the curious hobbies I enjoy is reading grave markers when attending a funeral or during a day of honoring our loved ones. My wife...
Jimmy J. Williams, CPA/PFS, CFP®
- Aug 1, 2022
- 1 min
PODCAST - Gaining Alignment in Life
Do you ever like life is simply "out of sync"? In this episode, Jimmy interviews Rachel Richter, founder of Inlign, to learn how to...
Jimmy J. Williams, CPA/PFS, CFP®
- Aug 1, 2022
- 1 min
PODCAST - Self-Discipline is the Key to Power
Do you ever wish you had greater achievement in life? In this episode, Jimmy shares seven of his favorite motivational and inspirational...
Jimmy J. Williams, CPA/PFS, CFP®
- Jul 18, 2022
- 1 min
PODCAST - Creating Successful Solutions and Value for Others
Do you wish you had greater creativity and value creation skills? In this episode, Lori and Jimmy share an approach they use to create...
Jimmy J. Williams, CPA/PFS, CFP®
- Jul 18, 2022
- 3 min
Thriving in Volatile Markets
Do you dread challenging markets? Do you break out into a cold sweat when your investment statement arrives in the mail? Many of us...
Jimmy J. Williams, CPA/PFS, CFP®
- Jul 12, 2022
- 1 min
PODCAST - To Win the Year: Go on Offense
Do you ever feel you are not making progress in life? In this episode, Jimmy and Lori share a simple, yet powerful, approach to taking...
Shelby Heflin
- Jul 6, 2022
- 3 min
Young & Investing
Have you ever thought about what all your smartphone can actually do for you? Generation Z, also known as Gen Z, has taken full advantage...
Jimmy J. Williams, CPA/PFS, CFP®
- Jul 6, 2022
- 3 min
Defining Retirement Success
The word “success” scares a lot of people, confuses some and eludes most. This word is such a phenomenon that many of us can’t define it...
Jimmy J. Williams, CPA/PFS, CFP®
- Jul 6, 2022
- 1 min
PODCAST - Overcoming the Barriers to Success
Do you ever feel that you are trapped in a certain phase of life and can't break free? In this episode, Lori and Jimmy share four...
Jimmy J. Williams, CPA/PFS, CFP®
- Jun 21, 2022
- 3 min
Opportunity or Tragedy?
The world has become a tenuous planet over the past couple of years. Many people have been impacted, some positively and many negatively....
Jimmy J. Williams, CPA/PFS, CFP®
- Jun 21, 2022
- 1 min
PODCAST - How to Overcome Chaos and Fear
Do you ever wish you could become more proactive in life? Your answers lie in this episode! In this episode, Lori and Jimmy share...
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