Jimmy J. Williams, CPA/PFS, CFP®Oct 25, 20211 minPODCAST - How Successful People ThinkDo you ever wonder how Warren Buffett and Elon Musk become uber successful? In this episode Jimmy shares three strategies to help change...
Ashley StiebOct 22, 20212 minThe Millennial Perspective: Where is the bridge?“When I was your age, I already owned a home, a car, and had no student debt. What are you doing wrong?” I am willing to bet that a good...
Jimmy J. Williams, CPA/PFS, CFP®Oct 18, 20211 minPODCAST - Charging Into ChangeDo you ever wonder why you aren't adapting to change? In this episode Jimmy interviews an innovator and change agent, Donny Shimamoto....
Jimmy J. Williams, CPA/PFS, CFP®Oct 12, 20213 minYear-End Tax Planning IdeasWhen is the best time to plan for lowering your income tax bill? Everyday! As we rapidly approach Halloween, it triggers in my mind a few...
Jimmy J. Williams, CPA/PFS, CFP®Oct 12, 20211 minPODCAST - How to Go from Being Merely Good to Truly Great!Do you wonder how others achieve greatness in this world while you are still climbing at a snail's pace? In this episode, Jimmy shares...
Jimmy J. Williams, CPA/PFS, CFP®Oct 5, 20213 minYour Future Depends on ItLife consists of many different, and small, actions that create outcomes in a desired manner. This is a double-edged sword for many of...
Jimmy J. Williams, CPA/PFS, CFP®Oct 5, 20211 minPODCAST - The Three E’s of Achieving Exponential Progress in Life: Engagement, Energy and EmbraceDo you ever wonder wish you could achieve exponential progress in your life? The solution lies in this episode as Jimmy shares a simple...
Jimmy J. Williams, CPA/PFS, CFP®Sep 30, 20213 minBasic Economics; Complex WorldThere have been times when the world around us seemed like it was always a sunny day and when it wasn’t rainbows appeared boldly in the...
Jimmy J. Williams, CPA/PFS, CFP®Sep 27, 20211 minPODCAST - How to Be an Effective and Inspirational PersonDo you ever wonder how you could become a more effective and inspirational person? In this episode, Lori and Jimmy share their thoughts...
Jimmy J. Williams, CPA/PFS, CFP®Sep 20, 20211 minDirection of Your LifeDo you feel like life is just a little out of sync? In the crazy world in which we now find ourselves, it is critical to create a safe...
Jimmy J. Williams, CPA/PFS, CFP®Sep 20, 20211 minPODCAST - The Unity SolutionIf you desire to experience deeper relationships with those in your life, this is the episode for you! Co-Hosts Lori Few and Jimmy...
Jimmy J. Williams, CPA/PFS, CFP®Sep 13, 20213 minThe Power of OwnershipYou have worked hard for many years to accumulate the assets you utilize to sustain your retirement. This balance sheet of tangible and...
Jimmy J. Williams, CPA/PFS, CFP®Sep 13, 20211 minPODCAST - Live the ImpossibleDo you ever wish you had accomplished and more success in your life? In this episode, Jimmy challenges you to be tenacious about your...
Ashley StiebSep 1, 20213 minCollege Loan ConfusionCollege students have steep learning curves. In high school, they were tasked with doing well academically, participating in...
Jimmy J. Williams, CPA/PFS, CFP®Aug 30, 20211 minPODCAST - How to Learn From and Move Past Our FailuresDo you ever feel like failure weighs you down and you sometimes want to give up on whatever task you’re trying to complete? The answer to...
Ashley StiebAug 25, 20214 minMillennial Perspective: The Most Important InvestmentMillennials, many of us are nearing the end of our 20s and we will all be 30 or older in a short five years. If you haven’t done so...
Jimmy J. Williams, CPA/PFS, CFP®Aug 23, 20211 minPODCAST - How to Become the Best Candidate for Your Dream PositionDo you ever wish your team was a productive, finely honed operation? Your solutions are in this episode! Jimmy interviews Andrea Schlapia...
Ashley StiebAug 19, 20213 minPrimed and Ready to SpendFor the past year-and-a-half, scientists raced to develop effective COVID-19 vaccines and governments and companies worked to make...
Jimmy J. Williams, CPA/PFS, CFP®Aug 16, 20211 minPODCAST - Setting Yourself Up for SuccessDo you ever wonder why success looks so easy for others? In this episode Jimmy interviews Eric Marshall, President and Co-CIO of Hodges...
Ashley StiebAug 12, 20212 minThe Millennial Perspective: The Struggle is RealYou know the feeling when you can never seem to get ahead in life? You feel like you are always a few steps behind and when you feel...