Old Fashioned Values, Expert Knowledge, Genuine Understanding

Jim Brogan is a well-known financial educator, author and radio talk-show host.   On the weekends, Jim is the host of East Tennessee’s leading resource for citizens over age 50, More Living^TM with Jim Brogan.   This interactive talk show can be heard Sunday mornings from 7:00 - 8:00 am on WOKI-FM NewsTalk 98.7.  Every Sunday, Jim and his nationally-recognized guests address a broad range of issues of importance to retirees or soon-to-be retirees.   Well Preserved with Jim Brogan is about living the best years of your life, your way.

During the week, Jim serves as President and Founder of Brogan Financial Retirement and Legacy Planning, a business he has dedicated to serving the unique and often complex needs of those near retirement.  Jim also teaches classes through the professional and personal outreach program at the University of Tennessee and Pellissippi State Technical and Community College.

Because of his extensive knowledge and experience, Jim is recognized as one of the nation’s top experts on the IRS’s complex rules governing retirement account distributions.

Jim’s firm, Brogan Financial, is a Registered Investment Advisor.  Jim is Board Certified in Estate Planning and is a Certified Retirement Financial Advisor, and he holds his Master’s Degree in Business (MBA) from The University of Tennessee.

Jim is a lifelong East Tennessean.  He resides in Knoxville with his wife, Dee Dee, and children, Mary Caroline and Elizabeth Grace.