The Burt Williamson Show

 Previous & Upcoming Broadcasts

Burt’s Background - Awareness of Financial Risks

5/5/2018

You’ll hear about my qualifications to host this show. Next, I’ll dive into a discussion of risk, and there are many more kinds of risk than just financial. You won’t have all of the tools you need to manage all of the risks discussed, but you will get a framework for dealing with or thinking about, many of them.

Long-Term Care Essentials with Stan Israel

5/12/2018

This interview on long-term care is with my local expert, Stan Israel. He’ll answer many of the questions you have about long-term care and share important matters you should be considering but may miss. Stan trains other advisors around the country (nothing like hearing from the trainer!) and he’s a military veteran.

Discussion of Social Security

5/19/18

Burt touches the vast subject of Social Security with fun true or false questions.

Interview on Medicare

5/26/18

In this program, Burt will have special guest Catarina Haydt, with Bright Star Insurance Services with a focus on Medicare.

 Investing for Business Owners

6/2/2018

Burt’s guest is a business owner, Keith Pillow of Caddy Marketing & Communications. Keith shares his perspective on investing as a business owner. Burt offers a checklist of how to get started investing the right way, as well as a clear explanation of the different types of retirement plans that business owners may want to consider.

Goals vs. Dreams and Wishes

6/9/2018

Burt shares from his vast experience about how you can truly focus on your most important goals, so your dreams and wishes become more than just thoughts that end up fading away or become a disappointment.

Get ready to change the way you approach everything in your life, for the rest of your life.

Understanding Mortgages Today with John Gardella

6/16/2018

John has been in the mortgage industry since 1994, so he’s seen a lot of changes over the years. He reflects on the how the industry has evolved and shares his insights for people who are thinking they may want to buy a home or refinance in the near future. He shares some advice that every homeowner, current, and future, would benefit from hearing.

 Affordable Legal Advice & Identity Theft Protection   

6/23/2018

Burt’s guest, Mara Alexandru, shares some compelling stories about legal and identity theft matters that are plaguing individuals, families, and businesses. Listen to how a nationwide company is leveling the playing field for the average person who doesn’t want to, or can’t, pays hundreds of dollars an hour for legal advice or get stuck having to restore their identity on their own.

Dramatically Improve Business Profitability - Prepare Properly for an Eventual Sale

6/30/2018

Burt’s guest, Don Stevens, is a partner with B2B CFO, as in business-to-business chief financial officer. He’s here to talk about how he helps business owners make their companies run much more efficiently and profitably, as well as prepare to sell their companies successfully. There are some great stories and lessons in this interview that small business owners don’t want to miss!

Understanding Reverse Mortgages

7/7/2018

Burt’s guest is Pat Krull of Movement Mortgage. Pat is here to help clarify many of the things that seniors and their loved ones need to know about reverse mortgages. A lot has changed since these were first introduced, so listen in to hear about how to qualify, apply, and keep your loan viable, as well as ways to pay off the loan at some point down the road.

Best Ways to Protect Information for a Small Business

7/14/2018

Burt’s guest, Frank Bettag, owner of Business Computer Associates, shares his expertise in helping business owners control and protect the data they collect and keep things running as smoothly as possible, in good times and bad. Hear about the top technology issues and threats business owners face, and smart ways to manage them effectively in today’s rapidly changing environment.

How to Become a Fearless Investor

7/14/2018

How would you like to go from a fearful investor that might make really bad, short-term investment decisions, to a fearless investor who makes really great short-term decisions? Listen to how you can find out how much risk you really wish you were taking, and whether your portfolio is aligned with that, or is too aggressively positioned.

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About The Burt Williamson Show

Learn how you can become a better steward of your finances, so you can have less financial stress and focus on the things that are really important in your life. This show draws from Burt Williamson’s vast blessings and experiences … not only as a financial planner since 1995 but his lessons from growing up in his parents’ interior design business, where everything they did was based on understanding each client and tailoring the solutions to fit.

His mom and dad raised him as a Christian, which has shaped the approach Burt follows each day.

This show will cover important matters that affect the financial lives of business owners, baby boomers, and their families, and it’s presented in plain English.

Burt is an advisor’s advisor, as other financial advisors around the country seek his advice on their clients’ challenging financial matters. He’s presenting this show to you as your local financial expert. Burt will have guests who are highly qualified specialists in various professions to discuss issues that will enhance your life.

Burt is a Certified Financial Planner and the Financial Strategist at PlanPrep. PlanPrep is an independent financial planning firm based in Ventura County providing financial advice, investment management, life insurance, long-term care insurance, and fixed annuities. Burt enjoys his work so much, that financial planning seems much more like a hobby than a job.

Do you have a question you’d like to have answered on the show? Let us know by calling 800-588-0190 or visit our website at PlanPrep.com and post your question through the Contact Us page. We’ll keep your information confidential and will only use your first name on the air with your permission.

Learn More About Burt