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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

We'll be interviewing Elder and Estate Law Attorney Evan Farr with offices in several mid-Atlantic locations where a lot of our clients live. He recently wrote a blog article on new strategies being developed to help seniors live longer... more

Matt Irvine, VP of Health Savings Administrators, will share with us what's going on with the unique way to save to pay for health care costs with pre-tax dollars. What are typical options for employees and the self employed. How much can... more

Steve Schueth is the president of a firm that manages socially responsible investing (SRI) portfolios directly or through advisors. He is also the host and producer of the 26th annual SRI Conference set for Novermber in Colorado... more

Judith Gruber, LCSW, CCEP, EMM has been studying the concept and implications of money in our lives for over 25 years. She is a Holistic and Clinical Psychotherapist; Life, Business, Money and Career Coach; Certified Core... more

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
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