PODCAST - Listen for the Silence
Do you ever wish you were more productive and had energy remaining at the end of a challenging day? In this episode Jimmy shares the...
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Jimmy J. Williams, CPA/PFS, CFP®
- Jun 24, 2021
- 1 min
Can the IRS Do That?
One of the most powerful data collectors in the United States is an agency named the Internal Revenue Service (or as often referred to as...
Jimmy J. Williams, CPA/PFS, CFP®
- Jun 21, 2021
- 1 min
PODCAST - The Key to a Bigger Future: Sowing Seeds and Pulling Weeds
Do you ever dream about a future filled with success and significance? In this episode, Jimmy shares three ideas to help you realize your...
Jimmy J. Williams, CPA/PFS, CFP®
- Jun 14, 2021
- 1 min
PODCAST- Finding Your Strengths and Living Them
Do you ever wonder why you function in the manner that you do? Your answer to this question can be found in this episode! In this...
Jimmy J. Williams, CPA/PFS, CFP®
- Jun 14, 2021
- 1 min
Timeline to Retirement
When making lifetime decisions it is critical that adequate time and consideration be given to the issue. Life has a way of paying us...
Jimmy J. Williams, CPA/PFS, CFP®
- Jun 2, 2021
- 1 min
PODCAST - Let’s Get … Emotional?
Do you ever wish you had better control of your emotions? In this episode Jimmy shares seven factors of emotionally strong people and how...
Jimmy J. Williams, CPA/PFS, CFP®
- May 27, 2021
- 1 min
Managing Risk In Your Portfolio
Risk is one of the most difficult investment variables for individuals to control. All aspects of life have a risk component. A friend of...
Jimmy J. Williams, CPA/PFS, CFP®
- May 24, 2021
- 1 min
PODCAST - How to Make Each Day Count
Do you ever wish you could live a more inspiring and satisfying life? Today you can do just that! In this episode Jimmy shares three...
Jimmy J. Williams, CPA/PFS, CFP®
- May 24, 2021
- 1 min
Small Mistakes, Big Consequences
As humans, we make mistakes all the time. Some mistakes may relate to your career choice. Other mistakes may relate to the location of...
Ashley Stieb
- May 19, 2021
- 1 min
The Millennial Perspective: Financial Literacy
As I get older and the more I work in finance, I find that many younger clients around my age are in the dark on many practices and...
Jimmy J. Williams, CPA/PFS, CFP®
- May 19, 2021
- 1 min
PODCAST - Why You Must Join a MasterMind Group (or Form Your Own)
Do you ever wish you had a resource that you could find answers to some of your biggest challenges with just a phone call? In this...
Jimmy J. Williams, CPA/PFS, CFP®
- May 12, 2021
- 1 min
It's About More Than Numbers
Too often we paint someone with a broad brush as to their contributions to the world solely based on the group in which they are a...
Jimmy J. Williams, CPA/PFS, CFP®
- May 10, 2021
- 1 min
PODCAST - Kindness as Means of Unifying our Community, Country and World
Do you ever dream of a world in which kindness is the foundation for humankind? In this episode Jimmy and Lori share their findings from...
Jimmy J. Williams, CPA/PFS, CFP®
- May 5, 2021
- 1 min
Solutions to the Top Financial Concerns of Retirees
Rising healthcare costs. Death of a spouse. Outliving investments. These three concerns are constantly confronted by retirees. Solutions...
Jimmy J. Williams, CPA/PFS, CFP®
- May 5, 2021
- 1 min
PODCAST - Are You Achieving Your Potential?
Do you ever wonder what it will take to reach your potential in life? In this episode, Jimmy shares the steps to help you identify and...
Jimmy J. Williams, CPA/PFS, CFP®
- Apr 27, 2021
- 1 min
PODCAST - The 5 Steps to Personal Leadership
Do you wish you were a better leader? How do you defend or answer for your lack of performance? In this episode, Jimmy shares five steps...
Jimmy J. Williams, CPA/PFS, CFP®
- Apr 27, 2021
- 1 min
Estate Tax Changes May Affect You
Big projects and changes in the operations of government are always sought by new presidents with in their first one hundred days in...
Jimmy J. Williams, CPA/PFS, CFP®
- Apr 20, 2021
- 1 min
Your Philosophy of Taxes is Critical to your Success
It is time to file your 2020 individual income tax returns. Many people face this task with trepidation and stress. To help you focus on...
Jimmy J. Williams, CPA/PFS, CFP®
- Apr 20, 2021
- 1 min
PODCAST - The Secret to (Re)Gaining Normal After Life is Disrupted
Do you ever feel that you are simply spinning your wheels and your new address is located in the state of confusion? In this episode Lori...
Jimmy J. Williams, CPA/PFS, CFP®
- Apr 12, 2021
- 1 min
The Cost Of Cash
One of the most important areas of planning for a secure future is to be able to weather the storms of life without invading your...