

"Your Plan Should Outlast Congress"??
Jim Shoemaker and Scott Jordan calm a concerned listener who's wondering if they should change their retirement investments based on the results of this year's midterm elections. Claire Greene is here to discuss what a "Medicare Prescription Payment Plan" is. Daniel Irwin from the Better Business B…
48:41
"The Market Does Not Really Care About Your Politics"
Jim Shoemaker and Scott Jordan guide a listener who is considering setting up investments for their children in either a 529 Plan or Trump Account. Rusty Leonard from Stewardship Partners returns to give an economic update, discussing everything from wars to the "AI Bubble." Claire Greene helps pre…
48:30
"Uncertainty Is Certain"
Jim Shoemaker and Scott Jordan answer a concerned listener's question about whether they should adjust their investments before the midterm elections. Abby Wilson is here to give parents tips for how to teach their kids about money in a stressless way. Katie Abart preps homeowners for Winter and di…
48:25
"It's Not All Doom & Gloom"
Jim Shoemaker and Scott Jordan answer a question from a retired listener looking for ways to minimize their taxes. Claire Greene offers clarity on Medicare Part D subsidies. Daniel Irwin from the Better Business Bureau returns for "Scam School," this time discussing how fraud alerts and credit free…
48:45
"Live, Give, Owe, Owe, Grow"
Jim Shoemaker and Scott Jordan offer financial advice for young couples just starting out their investment journeys. Daniel Brown returns to give an update on the market and a 3rd quarter review. This month's "Hometown Blessing" features Travis Moody, CEO and founder of Forward Memphis, who is here…
48:01
"Bond Vigilantes" & Social Security Bathtubs??
Jim Shoemaker and Scott Jordan help a listener determine whether or not the federal debt is a problem for their retirement portfolio. Gregg Beeber explores the question: will Social Security still be around when you retire? Shannon Dyson dives into the hidden business behind health insurance.
48:06
Purposeful Portfolios??
Jim Shoemaker and Scott Jordan assuage a listener's concerns about owning bonds in their retirement portfolio. Ted Minor discusses the mistakes people should not make when doing their estate planning. Jason Herrington offers questions you should ask to a prospective financial advisor.
47:58
"Don't Depend On Everything Going Right"
Jim Shoemaker and Scott Jordan help a listener figure out how they can know when they have enough money to retire. Katie Abart discusses such subjects as regularly reviewing your insurance plans and the biggest homeowner insurance mistakes people make. Rob Clement breaks down common scams related t…
48:55
"Resilient Through All Market Cycles"
Jim Shoemaker and Scott Jordan answer questions from two listeners regarding the earned income limit from drawing Social Security at 62 and what to do with your 401K following retirement. Daniel Brown returns to give his monthly update on the market. Daniel Irwin from the Better Business Bureau is …
48:57
"Common Sense Things Aren't Always Common"!!
Jim Shoemaker and Scott Jordan explain "The 4% Rule" to a listener looking to see if this is an effective retirement tool. Abby Wilson helps parents "reset" financially for the new school year. Ruth Abigail Gardner from Angel Street Memphis is here for another "Hometown Blessing," highlighting the …
48:50