– His Practice
– What inspired him to become a financial advisor
– His investment values
– Why you should hire a fiduciary financial advisor

– Steps to take to achieve your financial goals, including financial independence
– Why working with a fiduciary is important
– What Baobab Can do to help you
– How working with an advisor who loves what he does can benefit you

– What the Baobab tree is
– What Baobab tree means to Jimmy
– How the Baobab relates to investments
– Why our company is named after the Baobab tree

– What sequence of returns risk is
– Why this risk is so important to understand, especially if you are within 10 years of retirement or recently retired.
– How the sequence of returns affects how long your assets will last
– How you can learn to reduce or eliminate sequence of returns risk

– What the 3 bucket strategy is
– How to protect your assets and retirement income using the 3 bucket strategy
– What types of investments to use in each bucket
– How this strategy reduces the sequence of returns risk

– What the gender pay gap is
– How big a gap is it?
– What the gender pay gap may mean for a woman’s retirement savings
– An entirely new way to close the gender pay gap if you don’t get a raise or make as much money as men do for the same job
– Why this is such an important issue today

– Should you invest into Real Estate or the Stock market?
– Long term performance for each asset class.
– Why investing in the stock market is easier than real estate investing
– Things to consider when investing in real estate or the stock market
– Different options for real estate investing
– How real estate investing can be part of your diversified investment portfolio

– Why everyone deserves a quality financial plan
– How Money Guide Pro is different than other financial planning software
– Why you should separate your financial goals into Needs, Wants and Wishes
– How the financial planning process works
– How Money Guide Pro can help you
– Short tour of the software and how it works
– How you will have online access to your completed plan

– Why people might sabotage their own investing
– What is Riskalyze and how do you find your personal risk number
– Why the old way of stereotyping investors by age doesn’t work any longer
– How to be a fearless investor

– Why you may feel fear and worry
– Why you shouldn’t leave the market when it’s down
– What you should do instead

– Why delaying your investments can hurt your retirement wealth
– What the cost of delay can be in several scenarios
– Why paying off credit card debt first may not always be the best route

– The ROTH IRA restrictions
– How to fund a ROTH IRA even if you make too much money
– An overview of the back-door strategy
– An overview of the 401(k) Roth option

– The biggest mistake investors make
– How emotions affect our investment decisions
– Who to listen to for financial advice

– An overview of a tax time bomb waiting for you
– How to defuse the bomb and avoid paying extra taxes
– How to start developing a comprehensive financial plan

– What a cash flow advisor is
– What a goals-based advisor is
– What type of advisor is best for you