Talk Money Podcast: Recent Episodes
Jim Shoemaker
“Talk Money” with host Jim Shoemaker, provides you with great conversation and advice about anything and everything relating to financial planning.
Each show features a highly qualified guest who covers a particular topic ranging from investment planning, risk management planning, estate planning, and many more.
Jim Shoemaker discusses Mid-America Seminary's 2022 Passion Play with Dr. Jim Whitmire and looks at retirement strategies and international events with Ted Minor and Scott Jordan!
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Jim Shoemaker, Rusty Leonard, Scott Jordan and Shannon Dyson discuss the Ukraine situation and its potential effects on your portfolio.
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Jim Shoemaker, Tiffany Bowders, Ted Minor and Scott Jordan discuss estate planning and the pros & cons of taking your Social Security benefit as a lump sum on this week's Talk Money with Jim Shoemaker!
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How could the Russian invasion of Ukraine affect your portfolio? Jim Shoemaker, Greg Valliere, Scott Jordan and Daniel Irwin discuss this issue and more on Talk Money!
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Jim Shoemaker discusses COVID's effects on the family, some fundamentals of investing, and more tips on managing your money managers with special guests Jamie Fish, Scott Jordan, and Drew Johnson!
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Life Insurance, Social Security and retirement prep take the stage on today's episode of Talk Money! Jim Shoemaker is joined by Kurt Czarnowski from Czarnowski Consulting, CFP Michael Powell & RIPC David Rochester from Shoemaker Financial.
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Jim Shoemaker and the team discuss potential threats to your financial wellness including Tax ID theft, identity theft, and elder financial mistreatment.
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Jim is joined by Rusty Leonard, Steve Anderson and Ted Minor to look ahead at 2022, get updates on the market, and learn how to use social security in your financial strategy!
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Jim Shoemaker is joined by Bob Doll, Scott Jordan and Drew Johnson to discuss investing in the year 2022!
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Jim Shoemaker discusses long-term financial strategies and how to retire with confidence with Paul Malley (President of Aging With Dignity), Michael Powell, and David Rochester.
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Jim Shoemaker and Scott Jordan are joined by the BBB's Daniel Irwin and Dane Williams from Shoemaker Insurance solutions to discuss scams to watch out for in 2022, inflation concerns, and winter weather planning for homeowners!
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Jim Shoemaker and Scott Jordan discuss principles of long-term investment and how to get the most out of your money managers. They are also joined by Jill Dyson and Ruth Abigail Smith from local ministry AngelStreet Memphis to discuss the great work that they do in our community!
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Jim Shoemaker is joined by Shannon Dyson, David Rochester and Cary Cheston for a discussion of Medicare Enrollment, signs that you are ready for retirement, and the duties of a risk manager!
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Greg Valliere (AGF Investments), Frank Allen, and Ephie Johnson (CEO of Neighborhood Christian Center), join Jim Shoemaker to discuss the latest changes to tax law and the best ways to give to charity this holiday season!
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Jim Shoemaker, Shannon Dyson and Scott Jordan are joined by Channing Schmidt as they discuss updates to tax law and portfolio design, and they address one of your top questions of 2021!
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Jim Shoemaker and co. discuss upcoming changes to Social Security and the cost of living adjustment as well as common tax errors and end-of-year tax strategies! This week Jim is joined by Kurt Czarnowski (Czarnowski Consulting), Scott Jordan, and Tommy Armstrong!
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Talk Money covers estate planning, the complexities of divorce and money, and the factors that determine your car insurance costs! Jim Shoemaker is joined by Scott Jordan, Jim Whitehead, and Dane Williams from Shoemaker Financial.
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Jim Shoemaker discusses 401k's, personal savings strategies and how you can give back to your community with David Rochester, Scott Jordan & Michael Powell on this week's episode of Talk Money!
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Jim Shoemaker is joined by Jason Herrington, Rob Clement, Shannon Dyson and Claire Greene for a discussion of financial fitness, the current state of Medicare, and how to recognize possible signs of elder financial abuse. Tune in on this episode of Talk Money!
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Jim Shoemaker is joined by Michael Powell, Ted Minor and Rusty Leonard (CFA; CEO of Stewardship Partners) for a look at the last financial quarter of 2021, what life planning for retirement looks like now, and tips for using social security in your financial strategy!
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Elder financial abuse, employment scams targeting young adults, and the importance of teaching college students about money management are the topics of the day for Jim Shoemaker, Frank Lequerica, Rob Clement, and Daniel Irwin from the Better Business Bureau! Tune in to this week's episode of Talk Money!
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Jim Shoemaker is joined by Scott Jordan, Frank Allen and Bob Doll (CIO of Crossmark Global Investments) for a discussion of successful wealth management, current economic trends, and how to select the right Financial Planner for you!
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Jim Shoemaker, Scott Jordan, Dane Williams, and guest Channing Schmidt discuss the latest tax proposals from the Biden administration, five ways to stay confident as an investor, and wrap up with a look at Property and Casualty, and what may not be covered!
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Jim Shoemaker, Ted Minor and Richard Redmont discuss the state of the Social Security fund and the process of changing careers in the pandemic/post-pandemic job market. They also discuss Biden's policies and the potential effects on the economy with Chief US Policy Strategist with AGF Investments Greg Valliere!
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Jim Shoemaker, Jacob Norman and Scott Jordan discuss what investing is and why it's simple. They also unpack some financial acronyms that you need to know, from the IMF to LTC's, here on Talk Money!
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Jim Shoemaker is joined by Scott Jordan, Drew Johnson, and Serving Our Seniors founder and CEO Margaret Lawrence to discuss investment risk tolerance, the importance of finding a good caregiver for your aging loved ones, and more!
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Jim Shoemaker is joined by attorney Tiffany Bowders, Scott Jordan, and Shannon Dyson for a roundtable discussion on estate planning, how to spot signs of elder abuse and exploitation, and some updates to the Health Care world!
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Jim Shoemaker and special guest Kurt Czarnowski (Czarnowski Consulting) discuss some recent changes to social security, and Drew Johnson & Ted Minor join the conversation with come insight into social security and some basics for investing!
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Jim Shoemaker, Scott Jordan, and special guest Channing Schmidt (Securian) discuss the Biden administration's latest tax proposals and the media's coverage, and help you make sense of all the noise!
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Jim Shoemaker investigates new scams to avoid with Better Business Bureau's Daniel Irwin, discusses retirement readiness with David Rochester, and spotlights Neighborhood Christian Centers with their President and CEO Ephie Johnson and communications manager Anna Wilcox.
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Jim Shoemaker and Scott Jordan get an update on the economy from Stewardship Partners CEO Rusty Leonard, discuss investing fundamentals, and celebrate Arise2Read's 8 years of helping children in Memphis and look at their future with Executive Director Karen Vogelsang!
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The Shoemaker Financial crew discusses the importance of financial wellness within the workforce, insurance updates, and the precise meaning 'risk management' on this episode of Talk Money.
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Jim Shoemaker, Scott Jordan, Richard Redmont and Bob Doll discuss the latest updates on the economy, how much is enough when saving for retirement, and the prospect of a large influx of workers seeking career change on this week's Talk Money!
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Jim Shoemaker, Shannon Dyson, Claire Greene and Michael Powell have a round table discussion about the latest mental health benefits being offered by insurers and how to use them, as well as the importance of financial literacy for both teenagers and adults. And speaking of literacy, Arise2Read Executive Director Karen Vogelsang joins to program to celebrate 8 years of helping kids in Memphis!
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Jim, Scott Jordan, Rob Clement and Ted Minor cover three hot topics: retirement income challenges, identity theft, and why credit matters to your retirement!
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The crew at Shoemaker Financial discuss managing finances for newlyweds and some fundamental strategies for wealth management. They also talk about the mission of The Miracle League of Memphis with Eddy Hatcher and Memphis City Parks Director Nick Walker!
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Jim Shoemaker and Steve Anderson from Shoemaker Financial look at ways to make the most of your 401k and dispel some misunderstandings about investing. They are also joined by Pastor Ricky Floyd to discuss his ministry The Husband Institute as well as his new project teaching gun safety to protect children!
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Jim Shoemaker, Drew Johnson and Scott Jordan clear up some misconceptions about bonds and portfolio construction, and insurance advisor Dane Williams discusses the importance of making sure you have the right coverage for your property!
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Jim Shoemaker discusses how to get financially fit with Jason Herrington, gets a market update from special guest Bob Doll, and gets a rundown of divorce proceedings and money from Shoemaker Financial's Jim Whitehead.
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Jim Shoemaker discusses changes to Social Security in 2021 with Czarnowski Consulting President Kurt Czarnowski, life planning for retirement with Mike Powell (Shoemaker Financial), and estate planning with a focus on special needs individuals with attorney Tiffany Bowders!
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Jim Shoemaker discusses more investing fundamentals, cybersecurity and ransomware with Scott Jordan, Shannon Dyson and Cary Cheston. Then they discuss cycles of poverty and how to break out with author and aha! Process Founder and CEO Ruby Payne!
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Jim Shoemaker discusses retirement planning at any stage with Jim Whitehead and David Rochester!
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The crew from Shoemaker Financial is back with a look at the expanded open enrollment period for Healthcare.gov, an exploration of biases and behavioral pitfalls that could affect your investing strategy, and little relationship advice to round it all out. Tune in to Talk Money!
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Jim Shoemaker and Scott Jordan are joined by special guests Rusty Leonard and Frank Lequerica! Tune in as Rusty looks at the economy and how current events could affect your money, and Frank Lequerica discusses college funding!
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Jim Shoemaker discusses elder financial abuse and the warning signs with Aging With Dignity President Paul Malley and Shoemaker Financial's Scott Jordan and Rob Clement.
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Join Jim Shoemaker, Drew Johnson and Scott Jordan as they unpack the Biden tax proposals, take a look at the market moving into the second quarter, and discuss ways to build or repair your credit!
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Jim Shoemaker discusses the top challenges to retirement income planning and the constants of investing with Mike Powell and Scott Jordan of Shoemaker Financial. They also shine a spotlight on AngelStreet Memphis, a ministry that mentors girls in the arts, with founders Jill Dyson and Ruth Abigail Smith!
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Attorney Tiffany Bowers shares the basics of estate planning, particularly for special needs individuals, and Shoemaker Financial's Scott Jordan discusses financial strategies and the importance of being insured at every stage!
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Tune in as Jim Shoemaker discusses the financial aspects of assisted living with Margaret Lawrence, Founder and CEO of Serving Our Seniors. Scott Jordan gives his insight into which investments the media is pushing and how to manage your emotional responses while investing. Finally, get a look behind the curtain of fund management with Drew Johnson!
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Jim Shoemaker talks with Lee Welfel (Arkansas Regional Mortgage Director) about buying a home in 2021, discusses questions that you should ask before retiring with David Rochester, and gets an update on the economy as well as a rundown of just what an Investment Manager does from CFA Rusty Leonard!
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Jim Shoemaker discusses what you need to know about looking a retirement community for mom and dad with Leslie Reed, VP of Sales and Marketing at The Village in Germantown. Tommy Armstrong then gives us a preview of 2021 tax prep, and Scott Jordan discusses estate planning and how to select a trustee!
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Jim Shoemaker and his amazing guests discuss risk management, social security, and whether our biases affect our investing practices on this episode of Talk Money!
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This week Jim and guests Jason Herrington and Rob Clement talk about the concerns about fraudsters preying on us using the pandemic as their cover but we have the warning signs and what to watch out for.
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This week, Jim is joined by Drew Johnson, Scott Jordan, and David Rochester. They dive into retirement planning and the basics of mutual funds.
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Two big-time folks in the world of investing join Jim today to discuss where the market is after the election cycle. First up, its Rusty Leonard of Stewardship Partners Investment Council. Bob Doll, the Chief Equity Strategist and Senior Portfolio Manager for Nuveen has his own thoughts as well. We close out the conversation with Scott Jordan discussing ways to keep your money safe this holiday season.
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Steve Anderson, Scott Jordan, and Tommy Armstrong are with Jim this week discussing that and 2021 tax planning.
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Drew Johnson has ll the details on bonds, Scott Jordan is here with info on portfolio construction, and we'll hear about charitable giving and your portfolio from David Rochester.
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Jamie Fish of Memphis' Bellevue Baptist Church has info on how to de-stress yourself this time of year. Plus, one other stressful thing about family this time of year could be you or someone else bringing up estate planning. Scott Jordan and Tommy Armstrong want to help you with that.
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Kurt Czarnowski joins the program to detail what these changes may mean for you. Ted Minor has details on Long-Term Planning and Michael Powell will tell you how you can live a better life after you retire.
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Scott Jordan joins the program with Seven Principles to follow when you invest, Shannon Dyson has details on Medicare Open Enrollment, and Pastor Ricky Floyd of Pursuit of God Church wants to tell you all about The Husband Institute.
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Michael Powell will answer the question above, plus David Rochester with questions to ask before retirement, and information from Nancy Crawford and the BBB on how to protect yourself from scams.
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Shannon Dyson has an update on Medicare Open Enrollment, Scott Jordan on why the 2020 presidential election is different, and Steve Anderson has everything on Behavior Biases when it comes to your money.
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