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, 2024•46 min•Transcript available on Metacast 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, 2024•49 min•Transcript available on Metacast 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, 2024•49 min•Transcript available on Metacast 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, 2024•49 min•Transcript available on Metacast 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, 2024•49 min•Transcript available on Metacast 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, 2024•48 min•Transcript available on Metacast 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, 2024•48 min•Transcript available on Metacast 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, 2024•49 min•Transcript available on Metacast 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, 2024•49 min•Transcript available on Metacast 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, 2024•48 min•Transcript available on Metacast 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, 2024•49 min•Transcript available on Metacast 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, 2024•49 min•Transcript available on Metacast 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, 2024•48 min•Transcript available on Metacast 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, 2024•49 min•Transcript available on Metacast 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, 2024•48 min•Transcript available on Metacast 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, 2024•49 min•Transcript available on Metacast 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, 2024•49 min•Transcript available on Metacast 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, 2024•49 min•Transcript available on Metacast 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, 2024•49 min•Transcript available on Metacast 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, 2024•48 min•Transcript available on Metacast 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, 2024•48 min•Transcript available on Metacast Talk Money with Jim Shoemaker Join Jim Shoemaker, Ted Minor, and Scott Jordan as they cover important topic, “The Great Spending Balance.” Additionally, Daniel Irwin will reveal “New Alerts” in his segment, “Scam School.” "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...
Aug 03, 2024•49 min•Transcript available on Metacast 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...
Jul 27, 2024•49 min•Transcript available on Metacast Talk Money with Jim Shoemaker Join Jim Shoemaker and Rusty Leonard for and “Update on the Economy”. Cullen West offers recommendations on “Finances and Marriage” and Carol Devine offers help with “How to Choose a Caregiver, Questions We Should Ask”. "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...
Jul 20, 2024•48 min•Transcript available on Metacast 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. ...
Jul 13, 2024•48 min•Transcript available on Metacast 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.” Daniel Irwin with the Better Business Bureau takes us back to “SCAM SCHOOL – 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 through...
Jul 10, 2024•49 min•Transcript available on Metacast Talk Money with Jim Shoemaker Join Jim Shoemaker, Dane Williams, and Scott Jordan as they reveal “Some of the Biggest Issues Facing Business Owners from an Insurance Perspective” and “Update on the Economy.” Rob Clement discloses “5 Emotional Stages of Retirement: How to Adjust.” "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...
Jun 29, 2024•49 min•Transcript available on Metacast Talk Money with Jim Shoemaker Join Jim Shoemaker, Greg Valliere, and Scott Jordan as they talk about the latest “News from Washington and Capitol Hill, the election, the budget, and the Fed.” " 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 is under separate ow...
Jun 22, 2024•49 min•Transcript available on Metacast Talk Money with Jim Shoemaker Join Jim Shoemaker, Jason Herrington, and Scott Jordan as they look at the “Principles and Pitfalls of Investing.” What is “Aging in Place”? Rob Clement will cover essential information around this topic. "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, memb...
Jun 21, 2024•49 min•Transcript available on Metacast Talk Money with Jim Shoemaker Join Jim Shoemaker, Shannon Dyson, and Scott Jordan as they explore “The Cost of Employer Health Care” and “Fundamentals.” Daniel Irwin, from the Better Business Bureau, provides and update on “Scam School – Spam Texts and Emails." "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...
Jun 08, 2024•49 min•Transcript available on Metacast 
