Merry Christmas From Shoemaker Financial 2024!!!
Jim Shoemaker is joined by Scott Jordan, Katie Abart, Timothy Meggs, Emily Knack, Amanda Brace, and Samantha Orcutt, all from Shoemaker Financial, to step away from talking about money to discuss their favorite Christmas memories and traditions.
Financially Fit For 2025???
Are you "financially fit" for 2025? Jason Herrington offers Jim Shoemaker and listeners advice on this matter. Scott Jordan answers a question regarding tariffs, while Kurt Czarnowski from Czarnowski Consulting is back to discuss Social Security.
Winterizing Your Home & Pocketbook
Jim Shoemaker and Scott Jordan help clarify for a listener whether the "60/40 Rule" is still beneficial going into 2025. Katie Abart offers tips on winterizing your home. Daniel Irwin from the Better Business Bureau is back with another session of "Scam School," this time tackling holiday scams.
Politics, Policies, & Personal Finances??
Jim Shoemaker and Scott Jordan discuss the implications behind the policies of our President Elect. Cullen West offers listeners "baby steps" for financial planning.
C Is For "Catastrophe"
Jim Shoemaker and Scott Jordan answer a listener's question regarding whether NOW is the right time to invest in the market. Claire Greene and Shannon Dyson help you with navigating Medicare, while Katie Abart assists with home and auto insurance.
The Election & Your Finances??
Jim Shoemaker and Scott Jordan discuss the ramifications on the market of the recent presidential election. Rusty Leonard from Stewardship Partners gives an economic update hot on the heels of the Trump victory. Daniel Irwin from the Better Business Bureau is BACK with more "Scam School," this time…
Wealth: Baby Boomers Vs Millennials???
Jim Shoemaker and Scott Jordan answer your questions regarding tariffs and taxes. Paul Malley is here to discuss his cause, which is built into the very name of his organization: "Aging With Dignity." Abby Wilson highlights the differences between baby boomers and millennials in terms of how they v…
"Don't Let It Slide!!"
Jim Shoemaker enlists the help of Shannon Dyson to explain why you don't ignore any odd medical bills you might've noticed. Jacob Norman helps young couples develop well-ordered financial plans. Jason Herrington answers questions about selecting an advisor.
Disasters & Insurance???
Jim Shoemaker and Scott Jordan help answer a listener's question regarding whether NOW is the right time to pull out their stocks, since the market is at an all time high. Katie Abart discusses all things insurance.
"Investing In Experiences Vs Investing In The Future"???
Jim Shoemaker and Scott Jordan tackle a listener's question about buying gold. Cullen West differentiates between "investing in experiences and investing in the future." Timothy Meggs outlines the importance of active management in fixed-income investing.