Talk Money With Jim Shoemaker

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 Bureau returns for "Scam School" as he warns against accidental text scams, package delivery scams, and mystery shopper scams. 

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 prepare listeners for the upcoming Medicare open enrollment deadline for 2027. 

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 discusses common insurance claims for the season. 

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 freezes can be added to one's arsenal to protect against scams. 

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 to discuss how his organization is helping Mid-Southerners heal from "financial trauma" due to predatory lending. 

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. 

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. 

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 to elder abuse.  

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 back with "Scam School" to tackle contractor, tariff, and recovery scams. 

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 impact her organization is having on empowering young women in North Memphis through the arts. 

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. 

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 highlight the positives that his upcoming event brings to the Bluff City, as it has been called the "Super Bowl of the MidSouth." 

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 month's "Hometown Blessing," highlighting the impact their organization, Homes For Hearts, is having on providing affordable housing for the homeless. 

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 behind your health insurance." 

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 financially after the passing of a spouse. 

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 week's lesson targeting everything from "pygmy goats" to "mechanical bulls."

Jim Shoemaker, Scott Jordan, Daniel Brown, and Max the Producer take a break from finances to discuss the many ways in which the Hand of Providence has guided our nation over the past 250 years. 

Jim Shoemaker and Scott Jordan help a listener discern whether they know they can ACTUALLY retire and not run out of money. Danielle Woods from the Woods Law Firm is here to discuss all things estate planning. Dr. Ben Taylor from Bellevue Baptist Church is here to highlight the good his congregation and organization - Mission Memphis - is doing to be the hands and feet of Christ in the Bluff City. 

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 the market. 

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 improving the quality of a scammer's handicraft.  

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 from Memphis Leadership Foundation and Keusi Donald from Economic Opportunities of Memphis are here for another "Hometown Blessing," as they talk about how their organization has been acting as an "ICU" for justice-involved individuals. 

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 Summer gatherings and storms. 

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." 

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 with warnings about "expiring reward points scams" and "government grant scams." 

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 Gerry Finney from Courage Thru Cancer are here to share how their organization is inspiring patients and families going through the big C-word: CANCER! 

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. 

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. 

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. 

Jim Shoemaker and Scott Jordan answer a question about how a listener can best use their extra earnings. Rob Clement offers warning signs for senior abuse and scams. Daniel Irwin from the Better Business Bureau is back for another session of "Scam School," this time discussing how scammers are masquerading as the government in order to steal your money. 

Jim Shoemaker and Scott Jordan answer a listener's question regarding how to start saving money for their infant child to one day buy their own home. Ted Minor explains what's new in the realm of retirement. Travis Moody from Forward Memphis is here to discuss his organization's impact during this month's "Hometown Blessing." 

Jim Shoemaker and Scott Jordan address a listener's concerns about the "private credit market." Brian McMahon from SparkCures is here to bring hope for cancer patients during Multiple Myeloma Action Month. Gregg Beeber assists in constructing portfolios during these turbulent times. 

Jim Shoemaker and Scott Jordan answer a listener's question about how war can affect the stock market. Dane Williams brings an update on home and auto insurance in 2026. Daniel Irwin from the Better Business Bureau is back for another session of "Scam School," this time bringing to light three scams that are impacting residents right here and now in the MidSouth.

Jim Shoemaker and Scott Jordan help a listener navigate the financial woes of retirement. Abby Wilson offers tips on how to talk to your kids about money without causing stress. Dr. Phil Baker from Good Shepherd Health is here to discuss the impact his pharmacy is having on needy patients throughout the MidSouth. 

Jim Shoemaker and Scott Jordan answer a listener's question regarding "trendy" investment plan changes due to global conflict and economic uncertainty. Kurt Czarnowski from Czarnowski Consulting is back to discuss Social Security for 2026. Rob Clement offers warning signs of senior abuse and scams. 

Jim Shoemaker and Scott Jordan answer a question regarding gold. Michael Powell helps listeners parse out how to successfully use their tax refund. Daniel Irwin from the Better Business Bureau is back for another semester of "Scam School," this time going through what to do IF and AFTER someone has been scammed. 

Jim Shoemaker is joined by Rusty Leonard, who gives an update on the economy, covering everything from geopolitics to market predictions. Whitney Williams from My Town Miracles is here to discuss the positive initiatives her organization is bringing to MidSouth families.  

Jim Shoemaker and Scott Jordan help a listener who's been hacked. Bob Doll from Crossmark Global Investments offers some of his "Top Ten Predictions for 2026" (with an average annual accuracy rate of 70%). Katie Abart discusses ways to protect your home against the impending winter weather.   

Jim Shoemaker and Scott Jordan answer a question about developing a financial plan with risk figured in it. Daniel Brown is here to explain how WE can be our own worst enemies when it comes to investing. Ben Taylor and Dr. Stueart Hudsmith are here to discuss their upcoming ministry, the Mid-South Mission of Mercy, which provides free dental care for thousands of needy patients in the Memphis area. 

Jim Shoemaker and Scott Jordan look back at some of the biggest economic surprises of 2025. Jacob Norman is here to help get people "financially fit" for the New Year. Daniel Irwin from the Better Business Bureau is back for another round of "Scam School," this time discussing AI scams! 

Jim Shoemaker and Shannon Dyson offer comfort and insight about the expiration of ARPA (i.e., the "American Rescue Plan Act"). Abby Wilson explains how people can divide their assets between "sinking" and emergency funds. Gregg Beeber is here to help teach parents about when and how they can start saving for college for their children. 

Jim Shoemaker is joined by a whole complement of guests from his Shoemaker Financial family as they recount their favorite Christmas memories and traditions. 

Jim Shoemaker and Scott Jordan answer a listener's question related to "Trump Accounts." Jason Herrington explains why you should consider Long-Term Care Insurance a valuable part of your long-term financial strategy. Daniel Brown offers a summary of the 2025 market and pulls out his crystal ball to make predictions for the 2026 market. 

Jim Shoemaker and Scott Jordan answer a question regarding selecting investments. Rob Clement is here to discuss the possible warning signs of elder abuse. Daniel Irwin from the Better Business Bureau is back for another session of "Scam School," this time, tackling holiday scams. 

Jim Shoemaker and Scott Jordan answer a question about why the Fed is cautious about lowering rates. Abby Wilson explains key challenges women face and how to bridge this gender gap. Eddy Hatcher from The Miracle League of Memphis shares the impact his organization is having on people with disabilities. 

Jim Shoemaker and Scott Jordan answer a listener's question regarding 50 year mortgages. Kurt Czarnowski from Czarnowski Consulting is back to discuss Social Security increases for 2026. Claire Greene provides solutions to the hiccups for Medicare open enrollment in 2026. 

Jim Shoemaker and Scott Jordan answer a listener's question about what to do during the passing of a spouse. Daniel Brown gives an update on the economy. Ruth Abigail Gardner from Angel Street Memphis shares the impact her organization is having on the "community for good."

Jim Shoemaker and Scott Jordan answer a question about how the government shutdown is affecting retirement plans. Colin Green discusses medical insurance and renewal increases. Claire Greene is here to help listeners navigate through 2026 Medicare open enrollment. 

Jim Shoemaker and Scott Jordan answer a question regarding investing in Cryptocurrency as part of a retirement portfolio. Katie Abart discusses rising rates in home and auto insurance. Taylor Rivera from Bellevue Baptist Church is here to share how her Local Missions Department is trying to reach out to help Memphians "feel the love of Christ." 

Jim Shoemaker and Scott Jordan address the issue of what someone should do financially after the death of a spouse. Michael Powell discusses the regrettable mistakes that retirees might make that you can avoid. Claire Greene talks about all things Medicare open enrollment for 2026.  

Jim Shoemaker and Scott Jordan answer a listener's question regarding the prices of silver and gold. Rusty Leonard from Stewardship Partners is back to give an update on the economy. Shannon Dyson explains the possible correlation between the government shutdown and healthcare.