Jim Heafner TV Appearances

Charlotte Today

Create a Game Plan to Get in the Retirement End Zone

During Jim’s Wednesday, October 11th segment on Charlotte Today, he discussed the basic stages of planning for retirement and how they closely relate to a football game. Once you are able to clearly identify your goals for retirement, it then becomes time to customize a strategy that will help you to achieve your goals and live out the lifestyle you desire in retirement. Preparation and execution are essential for a safe, secure, and enjoyable life in retirement just like they are for winning a football game.

Click For More TV Appearances

Request Your No Cost, No Obligation Review




Previous Featured Appearances

Other Appearances of Jim Heafner

CBS Morning Break
Estate Planning

During Jim’s Wednesday, October 4th segment on Morning Break, he discussed estate planning and some of the best ways to get the conversation between family members started.

CBS Morning Break
Are You Spending Too Much?

During Jim’s Wednesday, September 27th Morning Break appearance, he discussed some of the factors that lead to people running out of money in retirement.

CBS Morning Break
Avoiding Investing Errors

During Jim’s Wednesday, September 13th segment on Morning Break, he talked about certain investing mistakes that can crush your retirement savings.

CBS Morning Break
Understanding your 401k

During Jim’s Wednesday, August 23rd segment on Morning Break, he talked about why retirement savings account balances are booming, and the advantages of contributing to one.

CBS Morning Break
Ways to Stay Financial Secure

In Jim’s August 9th Morning Break segment, he discussed the biggest fear among those at or near retirement age: the fear of outliving your money. Check it out to learn about the different ways you can tell whether your retirement is on the right track for the long haul.

CBS Morning Break
SS for Divorcees & Widows

In Jim’s Wednesday, July 26th Morning Break segment, he discussed the different ways Social Security changes for those who are divorced, widowed, or re-married. The complexities surrounding Social Security is why it’s crucial for you to have a proper plan and strategy in-place.

CBS Morning Break
Tax Strategies for Your SS

During Jim’s July 5th Morning Break Show, he discusses the taxation of social security and the strategies to help minimize or eliminate taxes on social security in retirement.

CBS Morning Break
Social Security Basics

During Jim’s June 7th segment on WBTV’s Morning Break show, he discussed the basics of Social Security: When can you take it, how to file, how your income is calculated, and what factors influence the benefit you receive.


CBS Morning Break
What is Full Retirement Age?

During Jim’s June 21st segment on WBTV’s Morning Break show, he discussed full retirement age: What exactly is it? What does it mean? And, why’s it important to you?

The Daily Two
Type of Products Best Suit You

During Jim’s September 6th segment on the Daily Two, he discussed the many different financial options available to retirees and pre-retirees, and how to go about choosing the best product based on your unique situation.

The Daily Two
Retirement Check-Up: 401(k)

During Jim’s Wednesday, August 30th segment on The Daily Two, he talked about why retirement savings account balances are booming, and the advantages of contributing to one.

The Daily Two
Stay Financially Secure

Jim discusses the biggest fear among those at or near retirement age: the fear of outliving your money. Check it out to learn about the different ways you can tell whether your retirement is on the right track for the long haul.

The Daily Two
Birthday’s to Watch for

Jim’s August 16th segment on the Daily Two looks into the reasons why retirees and pre-retirees still have some birthday’s to look forward to. Certain birthdays either free you from some government control, or impose more on you and your retirement regarding taxes.

New Mexico Living
Tax Free Retirement

Jim joined New Mexico Living on June 13th, 2017 to help explain the potential steps you can take for a tax-free retirement.

Interview
w/ Myron Kandel

Jim is interviewed by famed CNN interviewer Myron Kandel for the Fortune network.

Interview
w/ Myron Kandel

Fortune Knowledge Group Roundtable with Myron Kandel