Bring Jimmy to your next event.

Jimmy offers modern financial advice for people who are serious about making the most out of their retirement savings.

Or email Jimmy directly at J.Miller@BaobabWealth.com

464A9160-Edit-angle

Bring Jimmy to your next event.

464A9160-Edit-angle

Jimmy offers modern financial advice for people who are serious about making the most out of their retirement savings.

Or email Jimmy directly at J.Miller@BaobabWealth.com

Jimmy-Speaking-3

Your event ought to have a speaker who knocks it out of the park.

Whether you’re perfecting the details of a virtual gathering or finally bringing your people together in person again, you know that who you choose to speak tends to tip the scale from “The event was nice” to “How can I preregister for the next one?”

 

Audiences love Jimmy.

 

Jimmy has a natural ability to captivate an audience within seconds. Right away, participants feel understood in their money habits and find themselves on the edge of their seats, hopeful for a solution — which, of course, Jimmy delivers with wit and grace. After embracing three wildly practical steps to be taken with their spouses, people leave with the tools they need to see their money with crystal clarity and build the lives they want.

See Jimmy in action.

One of Jimmy’s presentations, Divorce the IRS: Retirement and Taxes

Attendees will learn:

How to avoid the biggest mistakes that people make when planning for retirement

In-depth information on how to provide lifetime income with good financial planning

How to divorce the IRS and rescue your nest egg from hefty taxes when you need your money the most -- in retirement

Jimmy's Speaking Topics

Retirement & Taxes

Have you ever noticed that the words ‘The’ and ‘IRS’ spells – Theirs? It doesn’t have to be that way though, not completely anyway…

Retirement & Taxes

Understand the impact of taxes in retirement, ways to help avoid having your Social Security taxed, and much more
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US Citizens Abroad

Thinking about living, working, or retiring abroad? Find out how to make your years overseas as financially rewarding as possible...

US Citizens Abroad

Get in-depth information on unique tax situations that affect Americans overseas.
BOOK JIMMY

Foreigners Living in the US

Coming to America? Non-US citizens working in the US face unique challenges, often leading to inaction & mistakes. They don't have to, though...

Foreigners Living in the US

Get clarity on the US' complex financial system and learn how to avoid some of the most common mistakes foreigners in the US make.
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Following the session, attendees will receive access to unique tools and the latest technology to help them plan for their future, as well as a better retirement.

…and a FREE copy of Jimmy’s hugely popular book!

Get Your Copy at the Event!

Many believe it’s a good idea to kick a little of your tax problem down the road by saving money in tax-deferred accounts, like a Traditional 401(k) or IRA. What they don’t realize is this isn’t like kicking a can down the road, it’s more like rolling a wet snowball down a snowy slope! The tax you save today is really just a loan from the IRS that will grow just like that snowball as you head downhill towards retirement, setting off an avalanche of tax time bombs.

 

Divorce the IRS shows you exactly how the IRS has designed a tax system that incentivizes you to line their coffers over time with your money if you don’t understand the rules. If you want to understand taxes in retirement and turn the tables on the IRS, this book is for you.

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Divorce the IRS

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