PODCAST - Charging Into Change
Do you ever wonder why you aren't adapting to change? In this episode Jimmy interviews an innovator and change agent, Donny Shimamoto....
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Jimmy J. Williams, CPA/PFS, CFP®
- Oct 12, 2021
- 3 min
Year-End Tax Planning Ideas
When 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, 2021
- 1 min
PODCAST - 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, 2021
- 3 min
Your Future Depends on It
Life 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, 2021
- 1 min
PODCAST - The Three E’s of Achieving Exponential Progress in Life: Engagement, Energy and Embrace
Do 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, 2021
- 3 min
Basic Economics; Complex World
There 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, 2021
- 1 min
PODCAST - How to Be an Effective and Inspirational Person
Do 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, 2021
- 1 min
Direction of Your Life
Do 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, 2021
- 1 min
PODCAST - The Unity Solution
If 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, 2021
- 3 min
The Power of Ownership
You 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, 2021
- 1 min
PODCAST - Live the Impossible
Do you ever wish you had accomplished and more success in your life? In this episode, Jimmy challenges you to be tenacious about your...
Ashley Stieb
- Sep 1, 2021
- 3 min
College Loan Confusion
College 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, 2021
- 1 min
PODCAST - How to Learn From and Move Past Our Failures
Do 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 Stieb
- Aug 25, 2021
- 4 min
Millennial Perspective: The Most Important Investment
Millennials, 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, 2021
- 1 min
PODCAST - How to Become the Best Candidate for Your Dream Position
Do you ever wish your team was a productive, finely honed operation? Your solutions are in this episode! Jimmy interviews Andrea Schlapia...
Ashley Stieb
- Aug 19, 2021
- 3 min
Primed and Ready to Spend
For 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, 2021
- 1 min
PODCAST - Setting Yourself Up for Success
Do you ever wonder why success looks so easy for others? In this episode Jimmy interviews Eric Marshall, President and Co-CIO of Hodges...
Ashley Stieb
- Aug 12, 2021
- 2 min
The Millennial Perspective: The Struggle is Real
You 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...
Jimmy J. Williams, CPA/PFS, CFP®
- Aug 10, 2021
- 1 min
PODCAST - How to Achieve an Outstanding Personal Brand
Do you ever wonder what makes uber-successful people so dynamic? Personal branding! In this episode Jimmy shares ideas and strategies to...
Jimmy J. Williams, CPA/PFS, CFP®
- Aug 5, 2021
- 3 min
Planning Ideas for Life Transitions
Life has a funny way of creating stressful activities for us. During the span from birth to death, we experience many different...
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