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Swim with Jim

Swim with Jim


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Move through the shark infested waters of personal finance including securities, insurance, real estate, retirement, college, taxes and estate planning.

On-Demand Episodes

Rick Ferri, nationally known financial blogger and investment manager will visit with us about asset allocation for retirees. This subject is getting a lot of attention these days as the science of money management progresses. We'll be... more

Gerri Detweiler, credit expert and journalist, will visit with us to talk about hacking, identity theft adn how it affects your credit. What to do after something happens and what you can do before something happens to minimize your vulnerability.... more

Jim Blankenship is a Enrolled Agent and financial planner (BlankenshipFP)who will tell us the ins and outs of IRA conversions to Roth IRA when your income is too high. Jim is the author of several books, including "The IRA... more

We're going to be interviewing Small Business Attorney Elizabeth Potts Weinstein who recently presented a webinar on "Can I Use This Pic?" about images on the internet. As a small business attorney, Elizabeth Potts Weinstein helps... more

Will be talking with Mark A. Cortazzo, CFP® who is MACRO Consulting Group's Senior Partner. His extensive background in the financial services industry includes working for one of the largest brokerage firms in the US, one of... more

We're going to be speaking with Laura Scharr-Bykowsky who is the principal of Ascend Financial Planning, LLC a financial planning firm in Columbia, SC. She is a CERTIFIED FINANCIAL PLANNER™ professional and member of... more

Jim Blankenship is the founder and principal of Blankenship Financial Planning, Ltd., a financial planning firm providing hourly, as-needed financial planning and advice. A financial services professional for over 25 years, Jim is a CFP®... more

An interview with financial planner and author Tom Nowak on his developing strategy for investors to divest themselves of fossil fuel related securitiess. We previously spoke with Tom about his 2012 book, "Low Fee Socially Responsible... more

Michael Zhuang is founder and principal of MZ Capital, a fee-only registered investment advisor firm located in the Greater Washington D.C. metropolitan area. Michael earned dual Master Degrees in Mathematics and Quantitative Finance... more

Barbara Roper is director of investor protection for the Consumer Federation of America, where she has been employed since 1986. CFA is an alliance of approximately 300 pro-consumer organizations, which in turn represent more... more
Show Extras