401 Advisor
401 Advisor
Jim Kilgore
Bill DeShurko and Jim Kilgore, CFP(R) at 401 Advisor share their thoughts on personal finance and investing and how to best plan for a successful retirement.
The Health Savings Account for Retirement Planning
In this episode, Jim Kilgore CFP® explains the Health Savings Account and how they fit into your overall retirement planning portfolio. #money #wealth #cfp #retirementplanning #financialplanning #HSA
Nov 20, 2020
17 min
Estate Planning Awareness Week
In this episode, Jim Kilgore CFP® talks estate planning as part of Estate Planning Awareness Week and goes through the basics of what a sound estate plan includes. #cfp #estateplanning #financialplanning #money 
Oct 23, 2020
18 min
10 Indicators of Financial Health
In this episode, Jim Kilgore CFP® goes through his 10 indicators of financial health. #money #cfp #financialplanning #financialbehavior 
Oct 16, 2020
17 min
Thoughts On Dividends and The Market
In today’s episode, Jim Kilgore CFP® talks about the weekly email we send clients and people interested in hearing what we have to say and turns it into a podcast.  The weekly email usually includes dividend news from companies announcing dividend increases (sometimes decreases) and our thoughts on the economy and the stock market. 
Sep 25, 2020
7 min
Asset to Liability Ratio for a Comfortable Retirement
In this episode, Jim Kilgore CFP® goes through what an ideal asset to liability ratio looks like for a comfortable retirement.  If you don't keep your asset to liability ratio in check you can be limiting your wealth or taking an unnecessary risk as you enter your retirement years.  #retirement #CFP #401advisor #financialplanning
Sep 18, 2020
11 min
Tapping an Untapped Resource For Retirement Income
In this episode, Jim Kilgore CFP® talks about tapping an untapped resource to boost your retirement income. #cfp #reversemortgage #wealthmanagement
Aug 28, 2020
8 min
The Psychological Planning for Retirement
In this episode, Jim Kilgore CFP® talks about the transition that occurs from working life to that of the retiree and what some of the psychological effects of that change can look like.
Aug 21, 2020
9 min
Long Term Care, Get it or Not?
In this episode, Jim Kilgore CFP® talks about Long term care insurance and the pros, cons, and uncertainty many people have when deciding whether or not to add long term care to their risk management.
Aug 14, 2020
16 min
Basic Planning Areas to Consider
In this episode, Jim Kilgore Certified Financial Planning professional goes through some of the most vital areas to consider for everyone as part of wise financial planning.  You don't need tons of assets to make sure you are making wise decisions and protecting your loved ones in case the unthinkable happens. 
Aug 7, 2020
21 min
Jumpstarting Your Estate Planning
In this episode, Jim Kilgore CFP® gives an overview of some important estate planning topics to discuss with your spouse and attorney.
Jul 31, 2020
14 min
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