by Amy Kosche | Oct 23, 2018 | Uncategorized
Today, Matt Halloran and Jim Black bring you part one of their mini-series: The Financial Planning Process. Since financial planning is the cornerstone of what Jim and his team do, Jim is excited to give you a behind-the-scenes view of the process. In this episode,... by Amy Kosche | Sep 13, 2018 | Uncategorized
On today’s podcast, Jim Black has an extra special guest! His firm’s retirement coach, Pete Finlon, is here to walk you through the same questions he asks his clients. Once you have enough money to support your lifestyle during retirement, you get to decide how you’ll... by Amy Kosche | Sep 6, 2018 | Uncategorized
Today, Jim Black shares the five major talking points that he uses to help his clients prepare for retirement. Jim has helped hundreds of people retire. He knows that the path to retirement can be confusing, scary, and it can have its ups and downs. Jim is here to... by Amy Kosche | Aug 23, 2018 | Uncategorized
As a grandparent, you have a part to play in helping your grandchildren launch out into the world. Take every opportunity now to share your experiences and help them learn from your mistakes. (And we’ve all made mistakes!) Specifically, be sure to talk to your... by Amy Kosche | Aug 9, 2018 | Uncategorized
It is time to do some financial spring cleaning! Today, Matt Halloran and Jim Black discuss ways for retirees to tweak their budgets, organize their bank accounts and, ultimately, simplify their lives. From protecting your assets to managing your income sources, doing... by Amy Kosche | Jul 27, 2018 | Uncategorized
Do you worry about your investments? Most investors do. That’s why this episode is all about addressing the biggest concerns that investors tend to have, starting with a big one— “what happens if rates of return end up being low in the future?.” Listen in as Jim Black...