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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

Sheryl Garrett founded a network of hourly financial planners 12 years ago. It's 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

Our next guest is Tom Nowak a financial planner from Waukegan, IL has written a new book on how to invest in companies and strategies that support your values. We'll find out why Tom wrote the book and what kind of ideas and... more

Our long time friend and client, Keller Williams' Real Estate Broker Carlyn Lowery will answer questions about national, regional and local real estate, like where do we find a "good deal"?

My colleague Anna Sergunina moved to Silicon Valley last summer. We'll be finding out why she made the move, what that meant for her clients and what the benefits are now that she's bi-coastal. She's also be giving us some examples... more

Phil Carrasco, an insurance agent specializing in long term care needs shares with us the changes in the industry and how many different ways there are to pay for care. Phil will also talk about "hybrid" kinds of insurance policies that cover... more

Jim Blankenship, financial planner and author of "A Social Security Owner's Manual" will be our guest to go over some of the lesser known strategies to maximize social security retirement income.

Stuart Ritter, VP and CFP(r) at T. Rowe Price will share with us some of the free tools on the firm's website and how you can use them even if not a TRP customer. He will also share with us the topics that financial planners at TRP... more

Gerri Detweiler, correspondent for credit.com and other consumer publications and her own blog, walks us through several credit issues on the front burner these days. She is the author of four books including Reduce Debt, Reduce Stress.

Host Jim Ludwick comments on the books and articles he has on his reading list. This is the list that Jim gives clients when they ask him how to get smarter on various personal finance topics. Jim will open up the phone lines for questions... more

Rick Ferri http://blogs.forbes.com/people/rickferri/ is the author of The Power of Passive Investing, All About Index Funds, All About Asset Allocation, The ETF Book, and Protecting Your Wealth in Good Times and Bad. He writes a blog for... more
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