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

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
00:12

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
00:16

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
00:15

We'll be speaking with Victor Ricciardi, assistant professor of financial management at Goucher College in Baltimore, Maryland about his primary interest in behaviorial finance where investors aren't nearly as rational as those seen... more
00:15

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

T. Rowe Price's Stuart Ritter visits with us today and explains results of latest survey and what actions parents need to take now.
00:15

Linda Cox is an estate planning attorney in Annapolis, Maryland. We'll 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.
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
00:16

Michael Kitces is a Financial Planner, commentator, speaker, and educator. He is the publisher of a financial planning blog Nerd's Eye View, the practitioner editor of the Journal of Financial Planning, and a partner in a financial advisory... more
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. We'd like to talk to him about how he... more
Show Extras

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