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.
Should You Invest in Real Estate or the Stock Market?
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Should I invest in Real Estate or the Stock Market is a question that I am asked all the time as an advisor. This is a complex question, and both have their advantages and disadvantages, but here are …
Closing the Gender Pay Gap
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There is a lot of discussion these days around the impact of women getting a raise and the gender pay gap. This is an important discussion and one we should be having, after all, women live longer than …
Understanding the Sequence of Returns
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Have you ever wondered how long your retirement nest egg will last?
It’s not just about how much you have, but it’s also about your sequence of returns.
Your sequence of returns is the year by year returns …
What is the 3 Bucket Strategy?
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Running out of money in retirement is a big concern for many people.
How do you manage your money so that it grows to keep up with inflation without being exposed to undue risks, like a bad sequence …
What is Baobab & How it Relates to Financial Planning
When people hear the name of our company, many of them wonder: What is Baobab?
Well, Baobab is actually a species of tree that is native to Madagascar, Africa and Australia, but also lives in other warm tropical places like …
Baobab Wealth Management – Financial and Retirement Income Planning
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Hi, I am Jimmy Miller. I’m a Certified Retirement Planning Counselor and the founder of Baobab Wealth Management, a fiduciary wealth ma ere we specialize in financial independence planning for Expats as well as cross border financial planning …
Financial Independence and Retirement Planning Explainer
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Mark and Stephanie have worked hard in life and are proud of what they have accomplished so far.
They are enjoying a fun and active lifestyle, however, they are unsure if they have the financial plan in place …