Jim Baadshaug - Everest Retirement Planners

Jim Baadshaug - Everest Retirement Planners Built on a foundation of “wanting to help,” the Everest team wants to be your personal financial Sherpa as you plan your trek to retirement and beyond.

Schedule a phone call with me to get your questions answered free at https://calendly.com/jimbaad

What do you need to know when the market experiences volatility?
05/31/2026

What do you need to know when the market experiences volatility?

When the market experiences volatility, it may be a good time to review these common terms.

The question everyone has: Will Social Security be around for you? Read this.
05/30/2026

The question everyone has: Will Social Security be around for you? Read this.

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

The truth is a little more complicated with these personal finance idioms.
05/29/2026

The truth is a little more complicated with these personal finance idioms.

Check out this video to begin separating fact from fiction.

How much is enough for your emergency fund?
05/28/2026

How much is enough for your emergency fund?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

Currency has been around for a long time. Here's a quick history lesson.
05/27/2026

Currency has been around for a long time. Here's a quick history lesson.

Secrets of the Temple:  How the Federal Reserve works.
05/26/2026

Secrets of the Temple: How the Federal Reserve works.

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

Looking for a quick read? Explore the role Money Market Funds may play in your portfolio thanks to this concise article.
05/25/2026

Looking for a quick read? Explore the role Money Market Funds may play in your portfolio thanks to this concise article.

Check out this brief article which explores the role Money Market Funds may play in your portfolio.

Preparation can sometimes be all you need to make the impossible, possible.
05/24/2026

Preparation can sometimes be all you need to make the impossible, possible.

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

College, kids and costs.
05/23/2026

College, kids and costs.

A few strategies that may help you prepare for the cost of higher education.

With great wealth comes even greater questions. Learn more in our article.
05/22/2026

With great wealth comes even greater questions. Learn more in our article.

Preserve your high net worth with these foundational tips.

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