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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 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

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

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

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.

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

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

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

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 other... more

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

I've known Steve Epstein since the first day he started working in Santa Barbara real estate. He's 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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