Talk Money with Jim Shoemaker Join Jim Shoemaker, Abby Wilson, and Scott Jordan as they look at the “Differences in Permanent vs. Term Life Insurance.” Katie Abart will share the “Latest Developments in the Home & Auto Market.” "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 ...
Jun 01, 2024•46 min•Transcript available on Metacast Talk Money with Jim Shoemaker Join Jim Shoemaker, Jason Herrington, and Scott Jordan as they look at “Seven Principles of Long-Term Investing” and “Fundamentals.” Daniel Irwin, BBB, gives us an update on the “AT&T Data Breech.” "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 ...
May 25, 2024•47 min•Transcript available on Metacast Talk Money with Jim Shoemaker Join Jim Shoemaker, Kurt Czarnowski, and Scott Jordan reviewing an “Update on Social Security for 2024” and “Fundamentals”. Michael Powell gives us “Tips on How to Talk to Your Aging Parents about Money and Care”. Producer Max will share interesting information on the “Estimated Cost of Three Fictitious Megastructures – Death Star, USS Enterprise, and Willy Wonka’s Chocolate Factory.” "Helping You Make the Most of Your Money” Jim Shoemaker, CFP, ChFC, is an inv...
May 21, 2024•49 min•Transcript available on Metacast Talk Money with Jim Shoemaker Join Jim Shoemaker, Shannon Dyson, and Scott Jordan discussing “Healthcare Fiduciary Responsibilities.” Daniel Irwin will take us to “Scam School with New Scams and How to 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 Cetera Advisor Networks, member FINRA/SIPC. ...
May 04, 2024•49 min•Transcript available on Metacast Talk Money with Jim Shoemaker Join Jim Shoemaker, Ted Minor, and Scott Jordan as they “Prepare for Retirement” and “Review the Fundamentals”. Rob Clement will help us prepare for “Aging 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, member FINRA/SIPC. Cetera is under separate...
Apr 27, 2024•48 min•Transcript available on Metacast Talk Money with Jim Shoemaker Join Jim Shoemaker, Rusty Leonard, Drew Johnson, and Scott Jordan as they dive into an “Economic Update” and “Updates on the Renaissance Market.” "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 ownership from any o...
Apr 22, 2024•49 min•Transcript available on Metacast 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. Cetera i...
Apr 11, 2024•49 min•Transcript available on Metacast Talk Money with Jim Shoemaker Join Jim Shoemaker, Drew Johnson, and Scott Jordan as they review the “1st Quarter”. Daniel Irwin alerts us to new ‘Scams’ and shares the outcome of the “Better Business Bureau 2023 Risk Report.” "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/S...
Apr 06, 2024•49 min•Transcript available on Metacast Join Jim Shoemaker, Abby Wilson, and Scott Jordan as they give us the facts regarding “Permanent vs Term Life Insurance.” Katie Abart and Jonathan Jewell will give an “Update on Home and Auto Insurance.” "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 s...
Apr 01, 2024•43 min•Transcript available on Metacast Talk Money with Jim Shoemaker Join Jim Shoemaker, Jason Herrington, and Scott Jordan as they answer, “What Does a Financial Planner Bring to the Table?" Cullen West will share “Strategies for Special Need Planning.” "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. ...
Mar 23, 2024•46 min•Transcript available on Metacast Talk Money with Jim Shoemaker Join Jim Shoemaker and Jered Haddad as they share their passion about “Multiple Myeloma Month” and how we can be a part of this great initiative. Scott Jordan will help answer your Investment questions. Dr. James Whitmire, Luke Whitmire, and Ted Minor remind us of the upcoming “Mid-America Passion Play” in cooperation with Mid-America Seminary & College, Crossroads Baptist Church, and Love Worth Finding Ministries. "Helping You Make the Most of Your Money J...
Mar 16, 2024•46 min•Transcript available on Metacast Talk Money with Jim Shoemaker Join Jim Shoemaker, Shannon Dyson, and Claire Greene with valuable information on “Costly Medicare Mistakes You Should Avoid.” Scott will lay out “Estate Planning Mistakes” and Daniel Irwin will take us to Scam School….“Data Breaches, Robo Callers, IRS Text Messages.” "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 ad...
Mar 11, 2024•46 min•Transcript available on Metacast Talk Money with Jim Shoemaker Join Jim Shoemaker, Bob Doll, and Scott Jordan as they evaluate “Predictions for 2024” and “Investment Principles”. Rob Clement will give ways to “Identify Senior Abuse.” "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 sepa...
Mar 05, 2024•46 min•Transcript available on Metacast Talk Money with Jim Shoemaker Join Jim Shoemaker and Kurt Czarnoswki as they look at “Social Security for 2024”. Drew Johnson and Scott Jordan will take a “Look Back and a Look Ahead” and “Investment Fundamentals” "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 ...
Feb 24, 2024•46 min•Transcript available on Metacast 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 16, 2024•46 min•Transcript available on Metacast Talk Money with Jim Shoemaker Join Jim Shoemaker, Michael Powell, and Scott Jordan asking, “What are You Doing with Your Refund?” Daniel Irwin takes us back to “Scam School – Slow Down – Watch for Red Flags.” "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 u...
Feb 10, 2024•46 min•Transcript available on Metacast Talk Money with Jim Shoemaker Join Jim Shoemaker and David Bodine as they recommend “6 Questions to Ask When Touring a Retirement Community”. Drew Johnson and Scott Jordan answer the question, “Why Does the Market Behave the Way it Does?” "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, ...
Feb 06, 2024•46 min•Transcript available on Metacast Talk Money with Jim Shoemaker Join Jim Shoemaker and Rusty Leonard with an “Update on the Economy”. Jason Herrington and Scott Jordan will cover “Pitfalls of Investing” and “Fundamentals”. "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 owners...
Jan 22, 2024•46 min•Transcript available on Metacast Talk Money with Jim Shoemaker Join Jim Shoemaker and Ben Taylor with all the details on Mid-South Mission of Mercy. Scott Jordan and Drew Johnson will look at “What Lies Ahead in 2024”. "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 ownership...
Jan 18, 2024•44 min•Transcript available on Metacast Talk Money with Jim Shoemaker Join Jim Shoemaker, Scott Jordan as they look at “2024 New Year’s Resolutions”. Jonathan Jewell and Dane Williams look at “The Property Insurance Market” and Daniel Irwin takes us to “Scam School”. What scams should we watch for in 2024. "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 thro...
Jan 05, 2024•46 min•Transcript available on Metacast Talk Money with Jim Shoemaker Join Jim Shoemaker, Scott Jordan, and Drew Johnson as they look back over this past year, “2023 In the Rear View” and Rob Clement exposes “Imposter Scams for Senior Adults”. "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 ...
Jan 03, 2024•46 min•Transcript available on Metacast Talk Money with Jim Shoemaker Join Jim Shoemaker and members of our Shoemaker Family; Scott Jordan, Jacob Norman, Katie Abart, Emily Knack, and Dawn Mallard 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, member FINRA/SIPC....
Dec 26, 2023•46 min•Transcript available on Metacast Talk Money with Jim Shoemaker Join Jim Shoemaker, Jason Herrington, Jacob Norman, and Scott Jordan as they give suggestions on “Getting Financially Fit”, “Student Loan Debt” and “Designing a Well-Rounded Financial 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 through Cetera Advisor Networks, member FINRA/SIPC....
Dec 16, 2023•46 min•Transcript available on Metacast Talk Money with Jim Shoemaker Join Jim Shoemaker, Jonathan Glenn, and Scott Jordan as they reveal “Threats That Could Derail Retirement” and more answers to your questions. Daniel Irwin, BBB, reminds us to “Shop Safe and Shop Smart – Watch Out for-Holiday Scams.” "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 ...
Dec 12, 2023•46 min•Transcript available on Metacast Talk Money with Jim Shoemaker Join Jim Shoemaker, Channing Schmidt, and Scott Jordan as they uncover “Possible Tax Changes for 2026”. Michael Powell will reveal “Reasons You May Go Broke in Retirement and How to Avoid Them”. "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/S...
Dec 02, 2023•46 min•Transcript available on Metacast Talk Money with Jim Shoemaker Join Jim Shoemaker and Greg Valliere as they “Take a Look Inside Washington”. Steve Anderson and Scott Jordan follow up with an “Update on the Economy”. "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 ownership fr...
Nov 27, 2023•46 min•Transcript available on Metacast Talk Money with Jim Shoemaker Join Jim Shoemaker, Kurt Czarnowski, Czarnowski Consulting, and Scott Jordan for facts about “Social Security for 2024” and “Answering Your Financial Questions”. Shannon Dyson and Claire Greene help to unravel concerns around "Medicare Open Enrollment”. "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. Se...
Nov 18, 2023•46 min•Transcript available on Metacast Talk Money with Jim Shoemaker Join Jim Shoemaker, Jacob Norman, and Scott Jordan to discuss “Developing a Well-Rounded Financial Plan,” “Answers to your Investment Questions” and “10 Tips for Family Caregivers”. "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...
Nov 11, 2023•46 min•Transcript available on Metacast Talk Money with Jim Shoemaker Join Jim Shoemaker, Paul Malley, and Scott Jordan to discuss “Your Five Wishes,” "National Caregivers Month,” and “Answers to Your Investment Questions.” Daniel Irwin will take us back to “Scam School – In the 901”. "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 06, 2023•46 min•Transcript available on Metacast Talk Money with Jim Shoemaker Join Jim Shoemaker, Paul Malley, and Scott Jordan to discuss “Your Five Wishes,” "National Caregivers Month,” and “Answers to Your Investment Questions.” Daniel Irwin will take us back to “Scam School – In the 901”. "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 04, 2023•46 min•Transcript available on Metacast 
