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...
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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...
Jimmy J. Williams, CPA/PFS, CFP®
- Apr 12, 2021
- 1 min
PODCAST - Ideation, Creation, Transformation
Do you ever wonder some people come up with great ideas that overcome challenges you face? You can too! In this episode Jimmy shares a...
Jimmy J. Williams, CPA/PFS, CFP®
- Apr 5, 2021
- 1 min
PODCAST - Would, Should, Could
Do you ever doubt your ability to conquer your greatest challenges in life? Not any longer! In this episode Jimmy shares his mental...
Ashley Stieb
- Apr 5, 2021
- 1 min
Millennial Perspective: Planting Roots in a Pandemic
As a millennial, buying a home is already hard enough. Trying to save up enough money for an average 6% down payment, trying to determine...
Jimmy J. Williams, CPA/PFS, CFP®
- Mar 29, 2021
- 1 min
Extra Time to Fund IRA For 2020
Whenever someone tells you something that seems too good to be true, often your presumption is correct. However, since 1974, individuals...
Jimmy J. Williams, CPA/PFS, CFP®
- Mar 29, 2021
- 1 min
PODCAST - The Future Lies Ahead
Do you ever wish you could let go of the past and reach your future potential? In this episode Jimmy shares three proven hacks he uses...
Jimmy J. Williams, CPA/PFS, CFP®
- Mar 22, 2021
- 1 min
PODCAST - 5 Things to Give Up to be Successful
Do you ever wonder what the secret to lasting success would be? In this episode, Jimmy shares things you must give up to be successful....
Jimmy J. Williams, CPA/PFS, CFP®
- Mar 22, 2021
- 1 min
Stimulus Funds Are Not Free Money
You can always count on change occurring in life. First, a pandemic that intrudes in all aspects of our world and, second, the federal...
Jimmy J. Williams, CPA/PFS, CFP®
- Mar 15, 2021
- 1 min
PODCAST - A Few Minutes with Lori
Do you ever wonder why some women seem to enjoy powerful positions? In this episode, host Lori Few talks about her experiences in...
Jimmy J. Williams, CPA/PFS, CFP®
- Mar 15, 2021
- 1 min
Important Retirement Considerations for Educators
Educators are challenged every day. Why would you want to make your retirement transition challenging? You have worked for 30 years...
Jimmy J. Williams, CPA/PFS, CFP®
- Mar 10, 2021
- 1 min
PODCAST - A Day in the Life of Jimmy
Do you ever wonder why Jimmy is the way he is? In this episode, host Lori Few takes over the podcast and gets deep inside Jimmy's mind....
Ashley Stieb
- Mar 10, 2021
- 1 min
The Millennial Perspective: Climbing Everest
Do you ever feel like the weight of the world is on your shoulders? Do you wonder how much of that weight may be lifted without the...
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