Why Your Loan Interest Rate Is Going Up
If you have attempted to purchase a new car, new home or pay on your credit cards, you may notice the interest rates being charged you...
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Jimmy J. Williams, CPA/PFS, CFP®
- Jun 7, 2022
- 1 min
PODCAST - Creating the World You Want
Do you ever dream of a world that empowered you to be your best and live a life of peace? In this episode, Lori and Jimmy share their...
Ashley Stieb
- May 31, 2022
- 4 min
The Millennial Perspective: The Sustainable Lifestyle
In recent years the idea of being eco-friendly and sustainable has grown more popular in many areas of life. A lot of Millennials and Gen...
Jimmy J. Williams, CPA/PFS, CFP®
- May 25, 2022
- 3 min
Why and When to Re-balance Your Portfolio
The 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®
- May 23, 2022
- 1 min
PODCAST - Relationships: The Foundation to Success in Life
Do 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 18, 2022
- 3 min
How To Remain Prudent During Market Cycles
What 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 16, 2022
- 1 min
PODCAST - Staying Motivated this Summer
Do 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 9, 2022
- 1 min
PODCAST - Personal Growth: Exponential Progress
Do 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 Heflin
- May 4, 2022
- 2 min
Work to Live, Not Live to Work
According 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 4, 2022
- 1 min
PODCAST - Crushing Your Goals With Humility
How 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 27, 2022
- 3 min
Balance In All Things Is Success
You 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 25, 2022
- 1 min
PODCAST - The Power of Discipline
Do 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 21, 2022
- 2 min
Staying Focused Is The Key
Ask 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 18, 2022
- 1 min
PODCAST - Navigating Change in the Workplace
Does 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 14, 2022
- 3 min
Know Where You Will Land Before You Jump
What 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 12, 2022
- 1 min
PODCAST - Regaining Your Motivation
Do 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 8, 2022
- 3 min
How Geopolitical Risks Affect The Markets
Today, 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 4, 2022
- 1 min
PODCAST - Leadership Secrets That Change The World: An Interview with Susan S. Coffey
Do 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 31, 2022
- 3 min
Timing is Everything
Time 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 28, 2022
- 1 min
PODCAST - 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...
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