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'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

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
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