The Actionable Intel Podcast

Recent Episodes

Episode 6 - 5 Retirement Strategies for Small Business Owners

Posted June 6, 2024 • 00:24:58

In this episode, Jim Woolley and co-host Shannon Woolley discuss 5 Retirement Strategies for Small Business Owners. We give you a light-hearted overview...

Episode 5 - TCJA of 2017 with Special Guest Joe Popplewell

Posted May 27, 2024 • 00:20:15

In this show, we team up with special guest attorney Joe Popplewell of Popplewell Law Firm. This is the third our series of three shows with Joe. In...

Episode 4 - Business Estate Planning with Special Guest Joe Popplewell

Posted May 24, 2024 • 00:20:43

In this show, we team up with special guest attorney Joe Popplewell of Popplewell Law Firm. This is the second of a series of three shows with Joe....

Episode 3 - Personal Estate Planning with Special Guest Joe Popplewell

Posted May 23, 2024 • 00:38:22

In this show, we team up with special guest attorney Joe Popplewell of Popplewell Law Firm. This is the first of a series of three shows with Joe. In...

Episode 2 - The Discovery Process - for prospective clients

Posted May 22, 2024 • 00:26:56

In this episode, host Jim Woolley, CFP and special guest Doug Maughan role play The Discovery Process prospective client interview to give small-business...