Talk Money With Jim Shoemaker
Talk Money With Jim Shoemaker
Playlist by Talk Money With Jim ShoemakerJim Shoemaker helps you with simple, easy to understand ways to manage your money and prepare for the future. It's not just the plan, it's the results.Follow the podcast:
185 clip(s) in playlist
Golfing & Investments??
Jim Shoemaker and Scott Jordan coach a retired listener on whether they should invest in Technology IPOs (Initial Public Offerings). It's Elder Abuse Awareness Month, and Rob Clement is here to offer warning signs and solutions for this traumatic situation. Daniel Brown explains the fundamentals of…
48:42
"AI: The Big Picture Of Markets & Money"
Jim Shoemaker and Scott Jordan answer a listener's question regarding converting from a Traditional IRA to a Roth IRA. Daniel Brown is here to give an update on the market and AI. Daniel Irwin from the Better Business Bureau is back for another round of "Scam School," this time discussing how AI is…
49:00
"Winning The Indy 500 In A Ford Falcon"??
Jim Shoemaker and Scott Jordan help a listener to "benchmark" their financial advisors to gauge how well they're helping them achieve their goals. Kurt Czarnowski from Czarnowski Consulting is back to discuss Social Security and retirement, in particular, collecting spousal benefits. Larry Lloyd fr…
48:21
HENRY = "High Earner, Not Rich Yet"
Jim Shoemaker and Scott Jordan answer listeners' questions regarding who's to blame for high gas prices and savings accounts for private school funding. Michael Powell opines on the differences between being "rich" or just a "high income earner." Dane Williams discusses home insurance related to Su…
48:56
"Climb The Wall Of Worry"
Jim Shoemaker and Shannon Dyson help assuage a listener's concern about the rising cost of insurance. Colin Green offers solutions for helping employer healthcare feel less "broken." Daniel Brown is back for his monthly market update, this time discussing "war, markets, and your plan."
48:45
Putting The PRO In PRObate
Jim Shoemaker and Scott Jordan answer the question of why/when would someone need a trust. Dr. Kevin Westbrook from Strategic Aim Consulting discusses the nature of AI in the workplace and where/how it stands to grow. Daniel Irwin from the Better Business Bureau is back for "Scam School," this time…
49:00
"Get Up The Next Day & Keep Fighting"!!
Jim Shoemaker and Scott Jordan answer a listener's question regarding whether they should claim Social Security early while they're still making a "solid income." Abby Wilson and attorney Danielle Woods discuss the reciprocal relationship between estate planning and financial planning. Jon Neal and…
48:59
Tomatoes, AI, & Retirement??!!
Jim Shoemaker and Scott Jordan advise a listener who is asking whether they should use AI to create a financial portfolio. Ted Minor offers tips for "efficient giving." Gregg Beeber is here to help determine what listeners should think about BEFORE retiring.
49:00
Investment Alchemy For Retirement??
Jim Shoemaker and Scott Jordan are tasked with helping a listener trying to turn their savings into retirement income. Rusty Leonard from Stewardship Partners gives an update on the market. Katie Abart discusses market trends with home and auto insurance.
48:50
Financial Acumen From SOCIAL MEDIA?!
Jim Shoemaker and Scott Jordan answer a listener's question about how to best use their tax refund. Abby Wilson explains how social media is being used for financial advice. Daniel Brown gives an update on the market and a review of the first quarter of 2026.
48:58