The Biggest Mistake Investors Make
Learn in this video how emotions affect our investing decisions, and who to listen to for investment advice.…
James Miller is the founder of Baobab Wealth Management, and offers advisory services through Intervest International Inc., an SEC registered investment advisor. With 20 years of experience, Jimmy works with individuals and families to create financial plans that address their individual situations. He has a bachelor’s degree in business administration and holds the CRPC (Chartered Retirement Planning Counselor) and the CMFC (Chartered Mutual Fund Counselor) designations from the College for Financial Planning. When not working on a financial plan, you will usually find Jimmy with his wife, Sonja, and his son, Hendrik, or his clients enjoying the great outdoors! Jimmy is an avid fisherman, hunter, scuba diver, mountain climber, sailor, and world traveler! He also enjoys volunteering his time with the Boy Scouts of America as a troop leader. Learn more about Jimmy by connecting with him on LinkedIn.
Cash Flow VS Goals Based Financial Advisors
VIDEO TRANSCRIPT:
Increasingly, the role of a financial advisor isn’t picking stocks or even working through the intricacies of asset allocation. It’s coaching clients through decisions that have the greatest impact on returns and aligning life goals with financial realities …
Most People Are Unknowingly Borrowing Money from the IRS, Are You?
Are you contributing to a tax-qualified plan, like an IRA or 401(k), as a way to save for retirement? Millions of Americans are, every payday. Did you realize that you’re taking a small loan from the IRS each time you …
The Biggest Problem with Retiring Early? Health Insurance
By Jimmy Miller
Is health insurance preventing you from retiring early? This is the reality for many hardworking individuals who want to quit working before they turn 65. But dealing with the high costs of health insurance (and the increasing …
How to Defuse Your Ticking Tax Time Bomb
VIDEO TRANSCRIPT:
For most married couples, there may be a ticking tax time bomb waiting for them later in life during their golden years. This is a problem that most people don’t like to talk about, and is often overlooked …
Two Little Known Ways to Fund a ROTH IRA
VIDEO TRANSCRIPT:
For Americans, the Roth IRA is one of, if not the absolute best account you can save your money in. Most people know about the Roth IRA and its tax-free growth benefit if used correctly. But many people …
The Cost of Delaying Your Retirement Invesments
VIDEO TRANSCRIPT:
One of the most common things that I hear as an advisor from someone is that they will start saving for their future at some later point in time. And although it is never too late to start …
How Much Risk Is In Your Portfolio?
By Jimmy Miller
If you knew you could pursue any dream or make any major change without risk, what would you do? The fear of taking a risk and experiencing loss or failure tends to hold us back. We’re not …