Episodios

  • Proactive versus Reactive in Your Retirement
    May 9 2023

    In this week’s episode of Safe Money with Gerry James, Gerry discusses how retirees can avoid a retirement tax bomb. Plus, he goes through and explains bad money habits that could be hurting your future retirement.

    For More Information: SafeMoneyWithGerryJames.com

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    51 m
  • What Savvy Americans Are Doing to Protect Their Retirement
    May 2 2023

    In this episode of Safe Money with Gerry James, Gerry explores the financial habits of wealthy people and the habits they build to grow their fortunes. These habits are based on research, studies and interviews with successful entrepreneurs, investors, and business leaders. Plus, why are annuities being bought at record pace? Gerry and Jim explore this defensive investment further.

    For More Information: SafeMoneyWithGerryJames.com

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    52 m
  • Growing Your Retirement Savings in Volatile Times
    Apr 25 2023

    On this week’s episode of Safe Money with Gerry James, Gerry breaks down how you can protect your money with a 100 percent reserve requirement, and keep your savings protected. Plus, Gerry discusses the “Lost Decade” and how to defend your portfolio from another recession.

    For More Information: SafeMoneyWithGerryJames.com

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    52 m
  • How to Establish Tax-Efficient Income Streams
    Apr 19 2023

    On this week’s episode of Safe Money with Gerry James, we explain why now could be the best time to implement a defensive investing strategy. Plus, Gerry shares retirement tips for tax season and explains how people can retire today on $750,000 or less.

    For More Information: SafeMoneyWithGerryJames.com

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    Call Gerry today at (904) 704-2997

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    52 m
  • Build a Winning Retirement Plan Today
    Apr 12 2023

    Welcome to the first episode of Safe Money with Gerry James! This week, Gerry explains why annuities are the safest investments out there for your future financial health. He also shares reasons to meet with an advisor and how he can help you improve your financial portfolio.

    For More Information, Visit SafeMoneyWithGerryJames.com

    Call Gerry today at (904) 704-2997

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    51 m