Talking Money

Markets and Investing

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.

Location:

Atlanta, GA

Genres:

Markets and Investing

Podcasts

Description:

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.

Twitter:

@Kadvisors

Language:

English

Website:

http://www.kilpatrickadvisors.com

Email:

steve@kilpatrickadvisors.com

Episodes

Small Caps and Global Opportunities - Bob Carey, Chief Market Strategist FT Advisors LP

6/10/2016

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.

Duration:00:26:33

Saving Up To $250k Per Year In Your Retirement Plans

5/27/2016

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.

Duration:00:26:59

"The Three Ps..."

5/20/2016

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.

Duration:00:25:27

"Prince and Sumner Redstone Revisited"

5/17/2016

Steve Kilpatrick, Aaron Williams, and Producer Marquis talk financial planning and how a lack of a financial plan can lead to problems.

Duration:00:24:54

Social Security: Maximizing Your Social Security Benefits

5/6/2016

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.

Duration:00:27:33

"Prince – A Cautionary Financial Tale"

4/29/2016

Steve and Aaron discuss how issues of ego, accountability, and estate planning will effect Prince’s Legacy.

Duration:00:26:46