



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.

"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…

"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 …

"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 …

Going Shopping For Bonds & Medicare
Jim Shoemaker and Scott Jordan answer a listener's question regarding why they should own bonds in retirement. Kurt Czarnowski from Czarnowski Consulting dissects the recent report from the Social Security Board of Trustees. Claire Greene shares some important news about Medicare.

Putting The ICE In "PrICEs"
Jim Shoemaker and Scott Jordan answer listeners' questions regarding retirement and gas and grocery prices. Daniel Irwin from the Better Business Bureau returns for "Scam School," this time discussing ICE scams! Executive Director of the FedEx St. Jude Championship, Robert Miller, is here to highli…

Home Insurance & Hometown Blessings??
Jim Shoemaker and Scott Jordan help a retiree navigate the sticky world of Social Security, whether they should take their Social Security now at 62 or wait until full retirement age. Katie Abart discusses market trends for home and auto insurance. Daniel Irwin and Zach Waters are here for this mon…

"The Best Of All Worlds"
Jim Shoemaker and Scott Jordan help a listener determine how much cash they need to keep for their retirement. Bob Doll from Crossmark Global Investments revisits his "10 Predictions for 2026" to see which of his said predictions have come to pass. Shannon Dyson discusses the "hidden business behin…

"Let The Plan Lead"
Jim Shoemaker and Scott Jordan answer a listener's concerns about safe-yield investments: are these sorts of things "too good to be true?" Rusty Leonard discusses everything from stocks to AI to the endgame for Iran. Gregg Beeber offers comfort and insight for those who are trying to recover financ…

"Goats, Mechanical Bulls, & Your Pastor"??
Jim Shoemaker and Scott Jordan advise a listener who is wondering if they should convert their retirement plan into a Roth IRA. Claire Greene is here to offer an update on the Medicare market, in particular, the "GLP-1 Bridge Program." Daniel Irwin from the BBB is back for "Scam School," with this …