Rick joins Jim to talk about some of the tools financial planners use to help their clients. You can use this information as you interview financial planner prospects.

Elvis Presley's heirs lost 73% of his estate value to taxes. Rick talks with Jim about this and other estate planning nightmares he's seen and what we can do to avoid them.

Some financial planners say that disability insurance is just as important for small businesses as life insurance, and Rick talks with Jim about why that is the case.

Retirement planning is not easy for small business owners, because there are always other needs for our capital that preempts the retirement accounts. But Mary Beth talks with Jim about some retirement plan ideas that will help small business owners capitalize their business AND plan for retirement.

Our employees are the ones who tough most of the customers, so why don't we do a better job with them? Scott and Jim talk about how to make sure you're maximizing this very important relationship we have with our internal customers. <br></["br"]>

Year-end is always a good time for small business owners to make last minute checks of our financial plan while getting the new year plan ready, and Rick talks with Jim about some of the key financial planning and tax areas to look at.

Joining Jim during his 9th anniversary week, Gary talks about some of the economic issues we'll have with the new Congressional leadership, and whether we should worry or be excited.

Gerri and Jim talk about the best way for small business owners to use credit reporting to their advantage. <br></["br"]>

Rich talks with Jim about how to incorporate annuities into your financial plan, including the advantages of annuities and the disadvantages.

Rich talks with Jim about the ethical tenets of the financial planning profession.