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

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

We are excited to be interviewing Dr. Carolyn McClanahan, an ER doc and financial planner. Dr. C is a full time financial planner and part-time ER physician who has been quoted often during the entire run up to the Affordable... more

Car, Home and Umbrella insurance policies don't always make a lot of sense. We happen to know a financial planner, Deidra Fulton of Plano, Texas, who used to be a property and casuallty agent. We want to ask her a lot of questions on... more

Doctor Jim Dahle has previously been a guest on our show. Now he's published a best seller on Amazon and other venues and we want to ask him some questions about financial advice not only for doctors but those in other occupations.... more

Investment advisor and finance writer Rick Ferri visits with us about Emerging Markets stocks and indexes and what we need to do given their recent drop in values. Rick is the founder of Portfolio Solutions, has written serveral very... more

Certified Public Accountant Jim Anderson of AndersonDavis CPAs in Glen Burnie, Maryland will give us some tips on planning ahead for 2014. We will also ask him what things we can still do that will affect our 2013 taxes.

When the desire to honor your family connects with the need for income and tax savings it can mean an exciting opportunity. Sound interesting? We'll be discussing that with Rozanne Weissman, a PR maven who recently launched a... more

We'll be interviewing Mark Cortazzo, founder of Macro Consulting Group. The firm, among other things, offers low cost money management using exchange traded index funds. We are going to ask Mark about how this business came... more
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