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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

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
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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.
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Swim with Jim

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
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Swim with Jim

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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Swim with Jim

Patrick Collins is the founder of Greenspring Wealth Management in Townson, Maryland. Patrick's firm manages money for high net worth clients including several of MainStreet Financial Planning's clients. We get to meet with Patrick... more
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Swim with Jim

Catherine Mack, a seasoned estate planning attorney licensed to practice in DC and Maryland, will be our guest to cover several questions about elder planning issues and dangers. We'll also be asking her to relate a sad tale or two so we... more
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Swim with Jim

Catherine Mack, a seasoned estate planning attorney licensed to practice in DC and Maryland, will be our guest to cover several questions about elder planning issues and dangers. We'll also be asking her to relate a sad tale or two so we... more
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Swim with Jim

We'll be speaking with Mark Maurer, President and CEO of Low Load Insurance Services, an insurance broker that only deals with Fee-Only advisors and their clients in the area of life, disability and long term care insurance. Let's ask Mark... more
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Swim with Jim

Lynne Ward is the Executive Director of UESP. In her eight years at UESP, she has led its growth from 53,500 accounts and $939 million in assets under management to more than 226,000 accounts and $5.9 billion in assets under... more
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Swim with Jim

Rick Ferri, founder of Portfolio Solutions, a passive index money manager, and Forbes.com columnist/blogger, will be our guest to help us figure out what to do with our passive portfolios when we start to see interest rates rise and bond... more
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