Swim with Jim

Swim with Jim

United States, EnglishFinance

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

On-Demand Episodes

00:15

Were going to be talking with Jim Blankenship, an Enrolled Agent and Certified Financial Planner, who wrote the book, "A Social Security Owners Manual, 2013 edition". Jim is also a fee-only financial planner in New Berlin, Illinois, near... more
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00:14

T. Rowe Prices Stuart Ritter visits with us today and explains results of latest survey and what actions parents need to take now.
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00:15

Linda Cox is an estate planning attorney in Annapolis, Maryland. Well be asking her about what congress did to estate tax planning on Jan. 2, 2013. It will be fun to hear her answers to our questions.
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00:13

Suzanne Pagonis is a Vice President at Frenkel & Co. She has had 24 years of personal lines experience on the both the carrier and broker sides. She offers personal insurance guidance and solutions to meet the unique needs of high... more
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00:16

Michael Kitces is a Financial Planner, commentator, speaker, and educator. He is the publisher of a financial planning blog Nerds Eye View, the practitioner editor of the Journal of Financial Planning, and a partner in a financial advisory... more
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00:15

Phil Dyer, a West Point grad and former Army officer, spends a fair amount of his time helping vets start businesses. Phil is a financial planner and life planner along with being a well traveled speaker. Wed like to talk to him about how he... more
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00:12

James M. Dahle, MD, is a practicing board-certified emergency physician and editor of the website “whitecoatinvestor.com which he says he created to help those that wear the white coat get a “fair shake” on Wall Street and... more
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00:16

Yuri Sergunin, husband of our Anna, represents Marcus and Millichap, in the Palo Alto, Calfornia office. He specializes in selling commerical buildings. Were going to talk to him about what the real estate market is like in and around Silicon... more
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00:15

Ive known Steve Epstein since the first day he started working in Santa Barbara real estate. Hes now in his third decade selling homes in the southern part of Santa Barbara county including the wealthy enclaves called Hope Ranch and... more
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00:16

Sheryl Garrett founded a network of hourly financial planners 12 years ago. Its grown to close to 350 planners who subscribe to a philosophy of providing advice without the conflict of selling products while offering time-based advice among... more
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