Talking Money: Recent Episodes
Talking Money
Join Certified Financial Planner Steve Kilpatrick Saturday mornings at 8:30 am on Biz 1190-AM in Atlanta.
Steve is CEO of Kilpatrick Advisors, an investment management firm based out of Atlanta. He is a Certified Financial Planner™ with over 20 years of experience in the financial services industry. A graduate of Stetson University, Steve previously worked as a Certified Public Accountant (CPA) focusing on corporate auditing and taxation.
Steve serves on the Small Business Advisory Board for the Georgia Chamber of Commerce and is a member of the Atlanta Estate Planning Council and The Georgia Society of CPAs. He is a member of the Downtown Atlanta Chapter of Kiwanis International and is active in the Atlanta community.
Robert Carey, CFA, is Chief Market Strategist at First Trust Advisers L.P., which manages or supervises approximately $93 billion in assets. Mr. Carey has appeared on many TV and radio shows throughout North America as a guest, including Bloomberg TV, CNBC, and Chicago's WBBM Newsradio's Noon Business Hour.
Guest Bill Nestel, from Security Benefit, has over 35 years experience in the retirement industry. We discuss maximizing retirement contributions for small business owners; this show is of special importance to CPAs and retirement plan fiduciaries.
Steve, Aaron, and Marquis discuss the three Ps to successful wealth building: Planning, Perspective, & Patience. Marquis relates his experiences from his two tours in Iraq with the United States Army.
Steve Kilpatrick, Aaron Williams, and Producer Marquis talk financial planning and how a lack of a financial plan can lead to problems.
Most understand that waiting to claim Social Security benefits can result in higher monthly payments. However, many don't know that there are other ways to maximize their benefits, some of which depend on their martial status.
Steve and Aaron discuss how issues of ego, accountability, and estate planning will effect Prince’s Legacy.