[52:06m] This episodes interview is with Jim Cashman of the law firm Berliner/Cohen. Our topic is estate planning, what it is and why everyone needs estate planning. Jim is the estate planner for some of the biggest names in the Silicon Valley and brings over 20 years of experience on the topic to the interview. In the interview we …
Alternative Investments
[37:35m] Where do the wealthy put their money? In some cases, they use special investments that most people don’t have access to. These so-called “alternative investments” often require higher minimum investments and entail extra risk. Our special guest, Jeff Keimer, of Stanford Investment Group in Mountain View, California, has been working …
The New Roth 401k
[45:22m] Our guest this week is Jim Skrydlak discussing what we know and don’t know about this very new and exciting retirement vehicle. Jim is an advisor to financial planning firms and has studied the new Roth 401k rules in order to provide assistance to his clients. Here he describes the relevant details in a manner that anybody can …
Intelligent Spending
[43:04m] This week we welcome Judy Lawrence to the show. Judy is the author of The Budget Kit, with over 350,000 copies sold, and The Money Tracker. You can find out more about Judy, or contact her, by going to her website, MoneyTracker.com Why is a show for successful people talking about budget and cash flow? Because it’s an integral …