Talk Money with Jim Shoemaker - podcast cover

Talk Money with Jim Shoemaker

Shoemaker Financialtalkmoneyradio.podbean.com

Talk Money - A weekly radio broadcast covering financial & economic topics.

Jim Shoemaker, CFP, ChFC, is an investment advisor representative offering advisory services through Cetera Investment Advisers, a registered investment adviser. Securities offered through Cetera Advisor Networks, member FINRA/SIPC. Cetera is under separate ownership from any other named entity. Shoemaker Financial is independently owned and operated. 2176 West St, Ste. 100, Germantown, TN 38138

Episodes

“Aging in Place’ and “Welcome to Scam School – Stay Alert!”

Talk Money with Jim Shoemaker Join as Jim Shoemaker, Rob Clement, and Scott Jordan as they discuss the options of “Aging in Place.” Daniel Irwin, BBB, with take us back to Scam School to inform us of the most recent scam alerts. " Helping You Make the Most of Your Money” Jim Shoemaker, CFP, ChFC, is an investment advisor representative offering advisory services through Cetera Investment Advisers, a registered investment adviser. Securities offered through Cetera Advisor Networks, member FI...

Mar 08, 202549 min

“Why did I Choose a Career as a Financial Professional?” and “Questions to Ask When Selecting a Financial Professional”?

Talk Money with Jim Shoemaker Join Jim Shoemaker, Abby Wilson, Cullen West, and Jason Herrington to discover “Why They Chose a Career as a Financial Professional” and “Questions to Ask When Selecting an Advisor.” Scott Jordan is here to answer your Investing Questions. "Helping You Make the Most of Your Money Jim Shoemaker, CFP, ChFC, is an investment advisor representative offering advisory services through Cetera Investment Advisers, a registered investment adviser. Securities offered thr...

Feb 22, 202546 min

“What Are You Doing with Your Tax Refund,” and “Scam School: Lost or Stolen Identity, Credit Card Skimmers, and Credit Reports”

Join as Jim Shoemaker, Michael Powell, and Scott Jordan ask and important question; “What Are You Doing with Your Tax Refund?” Daniel Irwin takes us to Scam School with critical information about “Lost or Stolen Identity, Credit Card Skimmers, Storm Chasers, and Credit Reports.” "Helping You Make the Most of Your Money” Jim Shoemaker, CFP, ChFC, is an investment advisor representative offering advisory services through Cetera Investment Advisers, a registered investment adviser. Securities ...

Feb 15, 202549 min

“Aging with Dignity: What are Your Five Wishes” and “Investing is FUN(damental)”

Talk Money with Jim Shoemaker Join Jim Shoemaker and Paul Malley as they cover an important topic, “Aging with Dignity: What are Your Five Wishes?” Abby Wilson and Scott Jordan will share a new way to look at investing, “Investing is FUN(damental).” "Helping You Make the Most of Your Money” Jim Shoemaker, CFP, ChFC, is an investment advisor representative offering advisory services through Cetera Investment Advisers, a registered investment adviser. Securities offered through Cetera Advisor...

Feb 08, 202549 min

“Insurance; How Could the Current Fires Affect Our Coverage?” and “Teaching College Students About Finance”

Talk Money with Jim Shoemaker Join as Jim Shoemaker, Scott Jordan, and Katie Abart and they investigate “How the Current Fires Could Affect Our Insurance Coverage.” Gregg Beeber will dive into “How to Teach our College Students About Finances.” "Helping You Make the Most of Your Money” Jim Shoemaker, CFP, ChFC, is an investment advisor representative offering advisory services through Cetera Investment Advisers, a registered investment adviser. Securities offered through Cetera Advisor Netw...

Feb 01, 202550 min

“The Economy; What is on the horizon?” and “Keys to Successful Self-Funded Health Plans”

Talk Money with Jim Shoemaker Join as Jim Shoemaker, Rusty Leonard, and Scott Jordan as they dive into “The Economy: What is on the horizon?” Shannon Dyson will discuss the “Keys to Successful Self-Funded Health Plans.” "Helping You Make the Most of Your Money” Jim Shoemaker, CFP, ChFC, is an investment advisor representative offering advisory services through Cetera Investment Advisers, a registered investment adviser. Securities offered through Cetera Advisor Networks, member FINRA/SIPC. ...

Jan 25, 202549 min

“Mid-South Mission of Mercy,” “What Lies Ahead in 2025,” and "Getting Financially Fit"

Talk Money with Jim Shoemaker Join as Jim Shoemaker, Ben Taylor, and Dr. Stueart Hudsmith as they give the details on “Mid-South Mission of Mercy.” All are welcome! Scott Jordan and Jason Herrington will share “What Lies Ahead in 2025” and "Getting Financial Fit." "Helping You Make the Most of Your Money” Jim Shoemaker, CFP, ChFC, is an investment advisor representative offering advisory services through Cetera Investment Advisers, a registered investment adviser. Securities offer...

Jan 18, 202548 min

"Warning Signs of Senior Abuse" and “Scam School; Stay Alert in 2025”

Talk Money with Jim Shoemaker Join Jim Shoemaker, Scott Jordan, and Rob Clement and Scott Jordan as they explore the "Warning Signs of Senior Abuse." Daniel Irwin takes us to “Scam School; Staying Alert in 2025.” What scams should we watch for in 2025. "Helping You Make the Most of Your Money” Jim Shoemaker, CFP, ChFC, is an investment advisor representative offering advisory services through Cetera Investment Advisers, a registered investment adviser. Securities offered through C...

Jan 11, 202549 min

“Getting Financially Fit,” “Long-Term Care: Why it Should be Part of Your Financial Strategy,” “More Answers to Your Questions”

Talk Money with Jim Shoemaker Join Jim Shoemaker, Jason Herrington, Jacob Norman, and Scott Jordan as they dive into “Getting Financially Fit” and “Why Long-Term Care Should be a Part of Your Financial Strategy.” "Helping You Make the Most of Your Money" Jim Shoemaker, CFP, ChFC, is an investment advisor representative offering advisory services through Cetera Investment Advisers, a registered investment adviser. Securities offered through Cetera Advisor Networks, member FINRA/SIPC. Ce...

Jan 04, 202549 min

“5 Favorable Financial Habits”, “Social Security – Myths That Can Shortchange Clients” and “Fundamentals”

Talk Money with Jim Shoemaker Join Jim Shoemaker, Abby Wilson, and Scott Jordan with “5 Favorable Financial Habits” and “Fundamentals”. Ted Minor will reveal “Social Security Myths That Can Shortchange Clients.” "Helping You Make the Most of Your Money” Jim Shoemaker, CFP, ChFC, is an investment advisor representative offering advisory services through Cetera Investment Advisers, a registered investment adviser. Securities offered through Cetera Advisor Networks, member FINRA/SIPC. Cetera i...

Dec 28, 202446 min

“A Time to Share ….. Christmas Memories and Traditions"

Talk Money with Jim Shoemaker Join Jim Shoemaker and members of our Shoemaker Family; Amanda Brace, Samantha Orcutt, Scott Jordan, Katie Abart, Emily Knack, and Timothy Meggs as they share their favorite Christmas Memories and Traditions. " Helping You Make the Most of Your Money” Jim Shoemaker, CFP, ChFC, is an investment advisor representative offering advisory services through Cetera Investment Advisers, a registered investment adviser. Securities offered through Cetera Advisor Networks,...

Dec 21, 202449 min

“Social Security for 2025; What Lies Ahead?” and “Getting Financially Fit”

Talk Money with Jim Shoemaker Tune in today as Jim Shoemaker, Kurt Czarnowski, and Scott Jordan prepare us for any upcoming changes in “Social Security for 2025; What lies ahead?" Jason Herrington will give details on “Getting Financially Fit.” "Helping You Make the Most of Your Money” Jim Shoemaker, CFP, ChFC, is an investment advisor representative offering advisory services through Cetera Investment Advisers, a registered investment adviser. Securities offered through Cetera Advisor...

Dec 14, 202449 min

“Winter’s Coming,” “Scam School and Holiday Scams; Shop Safe and Shop Smart!”

Talk Money with Jim Shoemaker Tune in today as Jim Shoemaker, Katie Abart, and Scott Jordan prepare ahead because “Winter’s Coming!” Daniel Irwin is here to take us back to “Scam School and Holiday Scams; Shop Safe and Shop Smart!” "Helping You Make the Most of Your Money" Jim Shoemaker, CFP, ChFC, is an investment advisor representative offering advisory services through Cetera Investment Advisers, a registered investment adviser. Securities offered through Cetera Advisor Networks, me...

Dec 07, 202449 min

“Predatory Lending; Beneficial or Destructive?” and “Strategies to Maximize Your Credit Card Rewards”

Talk Money with Jim Shoemaker Join Jim Shoemaker, Travis Moody, and Scott Jordan as they shed light on “predatory lending.” Is it beneficial or destructive? Forward Memphis may be able to help. Michael Powell provides “Strategies to Maximize Your Credit Card Rewards.” "Helping You Make the Most of Your Money” Jim Shoemaker, CFP, ChFC, is an investment advisor representative offering advisory services through Cetera Investment Advisers, a registered investment adviser. Securities offered thr...

Nov 30, 202449 min

“Baby Steps; Your First Financial Steps” and "Risk & Rewards: The Insurance Breakdown"

Talk Money with Jim Shoemaker Join Jim Shoemaker, Katie Abart, and Scott Jordan and they address questions about "Risk & Rewards: The Insurance Breakdown." Plus, Cullen West will cover an important topic for new parents, “Baby Steps.” "Helping You Make the Most of Your Money” Jim Shoemaker, CFP, ChFC, is an investment advisor representative offering advisory services through Cetera Investment Advisers, a registered investment adviser. Securities offered through Cetera Advisor ...

Nov 23, 202448 min

“Bringing Clarity to Medicare – Open Enrollment,” “What is Going on in the Insurance Industry?”

Talk Money with Jim Shoemaker Join Jim Shoemaker, Claire Greene, Shannon Dyson, and Scott Jordan for an informative segment on “Bring Clarity to Medicare – Open Enrollment.” Plus, Katie Abart will give us the latest update on the “Insurance Industry: Why Are My Premiums So High!” "Helping You Make the Most of Your Money” Jim Shoemaker, CFP, ChFC, is an investment advisor representative offering advisory services through Cetera Investment Advisers, a registered investment adviser. Securities...

Nov 16, 202448 min

“Economic Update; What Happens Now?” and “Stay Alert! Medicare Scams, Text Scams, Fraudulent Emails, and TSA PreCheck Scams”

Talk Money with Jim Shoemaker Join Jim Shoemaker, Rusty Leonard, and Scott Jordan for special post-election episode. They will discuss the critical question: What Happens Now? - along with the latest economic developments. In addition, Daniel Irwin brings important warnings about the growing threat of scams. Stay alert and protect yourself from Medicare Scams, text Scams, fraudulent emails and TSA PreCheck scams! "Helping You Make the Most of Your Money” Jim Shoemaker, CFP, ChFC, is an inve...

Nov 09, 202449 min

“Aging with Dignity: What are Your Five Wishes” and “What are the Differences in Boomers and Millennials?”

Talk Money with Jim Shoemaker Join Jim Shoemaker and Paul Malley as they cover an important topic, “Aging with Dignity: What are Your Five Wishes?” Additionally, Abby Wilson and Scott Jordan will explore an engaging topic: “What are the Differences in Boomers and Millennials?” "Helping You Make the Most of Your Money” Jim Shoemaker, CFP, ChFC, is an investment advisor representative offering advisory services through Cetera Investment Advisers, a registered investment adviser. Securities of...

Nov 02, 202449 min

“Medical Bills: Are They Correct?,” “Helping Young Parents with Designing a Well-Rounded Financial Plan,” and “Key Questions When Selecting an Advisor”

Talk Money with Jim Shoemaker Join Jim Shoemaker and Shannon Dyson as they help to bring clarity to “Medical Bills: Are They Correct? To Pay or Not to Pay!” Plus, Jason Herrington and Jacob Norman answering questions about “Designing a Well-Rounded Financial Plan for Young Parents” and “Key Questions to Ask When Selecting an Advisor.” "Helping You Make the Most of Your Money” Jim Shoemaker, CFP, ChFC, is an investment advisor representative offering advisory services through Cetera Investme...

Oct 26, 202448 min

"Bringing Clarity to Medicare: Open Enrollment” and “Insurance: What is going on?”

Talk Money with Jim Shoemaker Join Jim Shoemaker, Claire Greene, and Scott Jordan as they bring clarity to Medicare during the Open Enrollment period. Get options on how to navigate your options effectively! Plus, Katie Abart will answer questions about the ever-changing world of Property and Casualty Insurance. Stay informed! "Helping You Make the Most of Your Money” Jim Shoemaker, CFP, ChFC, is an investment advisor representative offering advisory services through Cetera Investment Advis...

Oct 19, 202449 min

“Importance of Active Management in Fixed Income Investing" and “Investing in Experiences vs. Investing in the Future"

Talk Money with Jim Shoemaker Join Jim Shoemaker, Timothy Meggs, and Scott Jordan as they cover points on the “Importance of Active Management in Fixed Income Investing". Cullen West will share the difference in "Investing in Experiences vs. Investing in the Future" "Helping You Make the Most of Your Money” Jim Shoemaker, CFP, ChFC, is an investment advisor representative offering advisory services through Cetera Investment Advisers, a registered investment adviser. Securitie...

Oct 12, 202449 min

"Ways To Catch Up On Retirement Savings," and "Helping in the Aftermath of Hurricane Helene"

Talk Money with Jim Shoemaker Join Jim Shoemaker, Ted Minor, and Scott Jordan as they cover concerns on “How Do I Catch Up on My Retirement Savings?” Daniel Irwin, Better Business Bureau, gives advice on “Helping in the Aftermath of Hurricane Helene.” Stay Alert! "Helping You Make the Most of Your Money" Jim Shoemaker, CFP, ChFC, is an investment advisor representative offering advisory services through Cetera Investment Advisers, a registered investment adviser. Securities offered thr...

Oct 05, 202448 min

“Predatory Lending; Beneficial or Destructive?” and “Strategies to Maximize Your Credit Card Rewards”.

Talk Money with Jim Shoemaker Join Jim Shoemaker, Travis Moody, and Scott Jordan as they shed light on “predatory lending.” Is it beneficial or destructive? Forward Memphis may be able to help. Michael Powell provides “Strategies to Maximize Your Credit Card Rewards.” "Helping You Make the Most of Your Money” Jim Shoemaker, CFP, ChFC, is an investment advisor representative offering advisory services through Cetera Investment Advisers, a registered investment adviser. Securities offered thr...

Sep 28, 202449 min

“How is the AI World Changing?,” “Stock Market Basics” and “Fundamentals”

Talk Money with Jim Shoemaker Join Jim Shoemaker, Dr. Kevin Westbrook, and Scott Jordan as they give an update on “How is the AI World Changing?” Timmothy Meggs and Scott Jordan will educate us on “Stock Market Basics.” "Helping You Make the Most of Your Money” Jim Shoemaker, CFP, ChFC, is an investment advisor representative offering advisory services through Cetera Investment Advisers, a registered investment adviser. Securities offered through Cetera Advisor Networks, member FINRA/SIPC. ...

Sep 21, 202448 min

“Aging with Dignity: What are Your Five Wishes” and “Investing is FUN(damental)”

Talk Money with Jim Shoemaker Join Jim Shoemaker and Paul Malley as they cover an important topic, “Aging with Dignity: What are Your Five Wishes?” Abby Wilson and Scott Jordan will share a new way to look at investing, “Investing is FUN(damental).” "Helping You Make the Most of Your Money” Jim Shoemaker, CFP, ChFC, is an investment advisor representative offering advisory services through Cetera Investment Advisers, a registered investment adviser. Securities offered through Cetera Advisor...

Sep 14, 202449 min

“Things to Consider if You Want to Age in Place,” “Scam School: Understanding Privacy Policies, Navigating Political Calls & Texts, and Identifying Fake Job Offers”

Talk Money with Jim Shoemaker Join Jim Shoemaker, Rob Clement, and Scott Jordan to discover “Things to Consider if You Want to Age in Place.” Meanwhile, Daniel Irwin from BBB, will guide us through “Scam School: Understanding Privacy Policies, Navigating Political Calls & Texts, and Identifying Fake Job Offers” "Helping You Make the Most of Your Money” Jim Shoemaker, CFP, ChFC, is an investment advisor representative offering advisory services through Cetera Investment Advisers, a regis...

Sep 07, 202449 min

“Update on Social Security for 2024,” “How to Select an Advisor,” and “More about the Fundamentals”

Talk Money with Jim Shoemaker Join Jim Shoemaker, Kurt Czarnowski, and Scott Jordan as they investigate “Social Security for 2024.” Jason Herrington and Scott Jordan will give tips on “What to Look for in Selecting an Advisor.” "Helping You Make the Most of Your Money” Jim Shoemaker, CFP, ChFC, is an investment advisor representative offering advisory services through Cetera Investment Advisers, a registered investment adviser. Securities offered through Cetera Advisor Networks, member FINR...

Sep 05, 202449 min

“The Hill…Washington Update,” “Questions Employers Should be Asking at Renewal Time of their Group Health Plan” and “Fundamentals”

Talk Money with Jim Shoemaker Join Jim Shoemaker, Greg Valliere, and Scott Jordan as they reveal news about “The Hill” with a “Washington Update.” Shannon Dyson provides insights with “Questions Employers Should be Asking at Renewal Time of their Group Health Plan.” "Helping You Make the Most of Your Money” Jim Shoemaker, CFP, ChFC, is an investment advisor representative offering advisory services through Cetera Investment Advisers, a registered investment adviser. Securities offered throu...

Aug 24, 202449 min

“Insurance! What is Going On in the Home and Auto Industry?,” “Fundamentals: Teaching College Kids About Finance,” and “More Answers to Your Questions”

Talk Money with Jim Shoemaker Join Jim Shoemaker, Katie Abart, and Scott Jordan as they uncover information about “Insurance! What is Going on in the Home and Auto Industry.” Jacob Norman will bring insight into the “Fundamentals: Teaching College Kids About Finance.” "Helping You Make the Most of Your Money” Jim Shoemaker, CFP, ChFC, is an investment advisor representative offering advisory services through Cetera Investment Advisers, a registered investment adviser. Securities offered thr...

Aug 17, 202448 min

“Preparing for Retirement,” “Do You Want to ‘Age in Place’?” and “Money Management Principles”

Talk Money with Jim Shoemaker Join Jim Shoemaker, Ted Minor, and Scott Jordan as they give suggestions on “Preparing for Retirement” and “Money Management Principles.” Rob Clement explains “Things to Consider if You Want to Age in Place.” "Helping You Make the Most of Your Money” Jim Shoemaker, CFP, ChFC, is an investment advisor representative offering advisory services through Cetera Investment Advisers, a registered investment adviser. Securities offered through Cetera Advisor Networks, ...

Aug 10, 202448 min