Podcast terbaik Shoemaker Financial (2024)

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“Importance of Active Management in Fixed Income Investing" and “Investing in Experiences vs. Investing in the Future" 48:32

1d ago48:32

48:32

Talk Money with Jim Shoemaker Join Jim Shoemaker, Timothy Meggs, and Scott Jordan as they cover points on the “Importance of Active Management in Fixed Income Investing". Cullen West will share the difference in "Investing in Experiences vs. Investing in the Future" "Helping You Make the Most of Your Money” Jim Shoemaker, CFP, ChFC, is an investmen…

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Episode 454 - Leadership, ADHD and Conquering Your Technical Fears with Claire Milligan 30:45

5d ago30:45

30:45

Tammy Williams and Claire Milligan, Co-Founder of Aimably, explore Claire’s remarkable journey on the Ellevate podcast, Conversations with Women Changing the Face of Business. Claire reflects on her childhood dream of designing cars, rooted in her early fascination with human factors and innovation, that inspired her to pursue a career in making co…

1
"Ways To Catch Up On Retirement Savings," and "Helping in the Aftermath of Hurricane Helene" 48:16

9d ago48:16

48:16

Talk Money with Jim Shoemaker Join Jim Shoemaker, Ted Minor, and Scott Jordan as they cover concerns on “How Do I Catch Up on My Retirement Savings?” Daniel Irwin, Better Business Bureau, gives advice on “Helping in the Aftermath of Hurricane Helene.” Stay Alert! "Helping You Make the Most of Your Money" Jim Shoemaker, CFP, ChFC, is an investment a…

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Episode 453: Behind the Scenes with Healthcare Communications Trailblazer Laura Liotta 23:41

10d ago23:41

23:41

Laura Liotta, founder and CEO of Sam Brown Inc, discussed her journey from corporate communications to founding a healthcare PR agency in 1999. She emphasized the importance of remote work and work-life balance, which she implemented before the rise of Zoom. Laura highlighted her vision of creating a network of senior experts, which grew from a sma…

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Opportunity, Advancement and Leadership with Sofia B. Pertuz, PhD, ACC, CDE® 36:03

12d ago36:03

36:03

In honor of Hispanic Heritage Month, we are rerunning an episode hosted by former Ellevate Network Executive, Maricella Herrera with Sofia B. Pertuz PhD., DEI professional and executive coach. During the episode, Sofia discusses the importance of caring leadership, how to handle "professional neglect" with remote work, and updating the terminology …

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“Predatory Lending; Beneficial or Destructive?” and “Strategies to Maximize Your Credit Card Rewards”. 48:45

16d ago48:45

48:45

Talk Money with Jim Shoemaker Join Jim Shoemaker, Travis Moody, and Scott Jordan as they shed light on “predatory lending.” Is it beneficial or destructive? Forward Memphis may be able to help. Michael Powell provides “Strategies to Maximize Your Credit Card Rewards.” "Helping You Make the Most of Your Money” Jim Shoemaker, CFP, ChFC, is an investm…

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“How is the AI World Changing?,” “Stock Market Basics” and “Fundamentals” 48:25

24d ago48:25

48:25

Talk Money with Jim Shoemaker Join Jim Shoemaker, Dr. Kevin Westbrook, and Scott Jordan as they give an update on “How is the AI World Changing?” Timmothy Meggs and Scott Jordan will educate us on “Stock Market Basics.” "Helping You Make the Most of Your Money” Jim Shoemaker, CFP, ChFC, is an investment advisor representative offering advisory serv…

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“Aging with Dignity: What are Your Five Wishes” and “Investing is FUN(damental)” 48:45

1M ago48:45

48:45

Talk Money with Jim Shoemaker Join Jim Shoemaker and Paul Malley as they cover an important topic, “Aging with Dignity: What are Your Five Wishes?” Abby Wilson and Scott Jordan will share a new way to look at investing, “Investing is FUN(damental).” "Helping You Make the Most of Your Money” Jim Shoemaker, CFP, ChFC, is an investment advisor represe…

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“Things to Consider if You Want to Age in Place,” “Scam School: Understanding Privacy Policies, Navigating Political Calls & Texts, and Identifying Fake Job Offers” 48:47

1M ago48:47

48:47

Talk Money with Jim Shoemaker Join Jim Shoemaker, Rob Clement, and Scott Jordan to discover “Things to Consider if You Want to Age in Place.” Meanwhile, Daniel Irwin from BBB, will guide us through “Scam School: Understanding Privacy Policies, Navigating Political Calls & Texts, and Identifying Fake Job Offers” "Helping You Make the Most of Your Mo…

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“Update on Social Security for 2024,” “How to Select an Advisor,” and “More about the Fundamentals” 48:34

1M ago48:34

48:34

Talk Money with Jim Shoemaker Join Jim Shoemaker, Kurt Czarnowski, and Scott Jordan as they investigate “Social Security for 2024.” Jason Herrington and Scott Jordan will give tips on “What to Look for in Selecting an Advisor.” "Helping You Make the Most of Your Money” Jim Shoemaker, CFP, ChFC, is an investment advisor representative offering advis…

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How To Raise a Good Citizen with Lindsey Cormack PhD 29:38

1M ago29:38

29:38

Listen as Lindsey Cormack, PhD, is interviewed by host Tammy Williams, about her new book "How to Raise a Citizen and Why It's Up to You to Do It." Cormack, an associate professor of political science at Stevens Institute of Technology, discusses the inadequacy of current civic education in the U.S., which is often delayed and insufficiently integr…

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“The Hill…Washington Update,” “Questions Employers Should be Asking at Renewal Time of their Group Health Plan” and “Fundamentals” 48:40

2M ago48:40

48:40

Talk Money with Jim Shoemaker Join Jim Shoemaker, Greg Valliere, and Scott Jordan as they reveal news about “The Hill” with a “Washington Update.” Shannon Dyson provides insights with “Questions Employers Should be Asking at Renewal Time of their Group Health Plan.” "Helping You Make the Most of Your Money” Jim Shoemaker, CFP, ChFC, is an investmen…

1
“Insurance! What is Going On in the Home and Auto Industry?,” “Fundamentals: Teaching College Kids About Finance,” and “More Answers to Your Questions” 48:15

2M ago48:15

48:15

Talk Money with Jim Shoemaker Join Jim Shoemaker, Katie Abart, and Scott Jordan as they uncover information about “Insurance! What is Going on in the Home and Auto Industry.” Jacob Norman will bring insight into the “Fundamentals: Teaching College Kids About Finance.” "Helping You Make the Most of Your Money” Jim Shoemaker, CFP, ChFC, is an investm…

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“Preparing for Retirement,” “Do You Want to ‘Age in Place’?” and “Money Management Principles” 48:02

2M ago48:02

48:02

Talk Money with Jim Shoemaker Join Jim Shoemaker, Ted Minor, and Scott Jordan as they give suggestions on “Preparing for Retirement” and “Money Management Principles.” Rob Clement explains “Things to Consider if You Want to Age in Place.” "Helping You Make the Most of Your Money” Jim Shoemaker, CFP, ChFC, is an investment advisor representative off…

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“The Great Spending Balance,” "SCAM School,” and “More Answers” 48:45

2M ago48:45

48:45

Talk Money with Jim Shoemaker Join Jim Shoemaker, Ted Minor, and Scott Jordan as they cover important topic, “The Great Spending Balance.” Additionally, Daniel Irwin will reveal “New Alerts” in his segment, “Scam School.” "Helping You Make the Most of Your Money” Jim Shoemaker, CFP, ChFC, is an investment advisor representative offering advisory se…

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Episode 450: Teamwork Makes The Dreamwork, with Anne Shoemaker 31:51

3M ago31:51

31:51

Anne Shoemaker, Founder of Anne Shoemaker & Associates, talks about how her professional soccer career influenced her journey to becoming a sought-after empowering career strategist and executive coach.

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Episode 449: Investing in Franchises, with Jane Stein 32:39

3M ago32:39

32:39

Jane Stein, financial planner and founder and president of Your Franchise is Waiting, joins us to talk about her career on Wall Street, starting a business post-retirement, tips on buying and starting a franchise, and some free gifts for those who want to learn more including her free eBook "The Girlfriends Guide to Franchising".…

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“Update on the Economy”, “Finances and Marriage”, and “How to Choose a Caregiver” 47:53

3M ago47:53

47:53

Talk Money with Jim Shoemaker Join Jim Shoemaker and Rusty Leonard for and “Update on the Economy”. Cullen West offers recommendations on “Finances and Marriage” and Carol Devine offers help with “How to Choose a Caregiver, Questions We Should Ask”. "Helping You Make the Most of Your Money” Jim Shoemaker, CFP, ChFC, is an investment advisor represe…

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Episode 448: Making Hustle Scalable, with Eugenia Oganova 33:43

3M ago33:43

33:43

Eugenia Oganova, Business & Messaging Energetics Coach, Transcension Mentor and Entrepreneur, joins us to talk about being clairvoyant, her work with coaching to help people recognize their inner powers, finding unconditional self-love, and her book "Wealth by Soul Design".

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“Insurance! What is Going on in the Home and Auto Industry?”, “Fundamentals” and “SCAM SCHOOL – Stay Alert” 48:45

3M ago48:45

48:45

Talk Money with Jim Shoemaker Join Jim Shoemaker, Katie Abart, and Scott Jordan as they uncover information about “Insurance! What is Going on in the Home and Auto Industry.” Daniel Irwin with the Better Business Bureau takes us back to “SCAM SCHOOL – Stay Alert!” "Helping You Make the Most of Your Money” Jim Shoemaker, CFP, ChFC, is an investment …

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“What are Some of the Biggest Issues Facing Business Owners from an Insurance Perspective,” “Emotional Stages of Retirement" 48:33

4M ago48:33

48:33

Talk Money with Jim Shoemaker Join Jim Shoemaker, Dane Williams, and Scott Jordan as they reveal “Some of the Biggest Issues Facing Business Owners from an Insurance Perspective” and “Update on the Economy.” Rob Clement discloses “5 Emotional Stages of Retirement: How to Adjust.” "Helping You Make the Most of Your Money” Jim Shoemaker, CFP, ChFC, i…

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“The Latest News from Washington and the Hill" and “More News about the Economy” 48:45

4M ago48:45

48:45

Talk Money with Jim Shoemaker Join Jim Shoemaker, Greg Valliere, and Scott Jordan as they talk about the latest “News from Washington and Capitol Hill, the election, the budget, and the Fed.” "Helping You Make the Most of Your Money” Jim Shoemaker, CFP, ChFC, is an investment advisor representative offering advisory services through Cetera Investme…

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“Principles and Pitfalls of Investing,” “What is Aging in Place?” and “Reviewing the Basics” 48:33

4M ago48:33

48:33

Talk Money with Jim Shoemaker Join Jim Shoemaker, Jason Herrington, and Scott Jordan as they look at the “Principles and Pitfalls of Investing.” What is “Aging in Place”? Rob Clement will cover essential information around this topic. "Helping You Make the Most of Your Money” Jim Shoemaker, CFP, ChFC, is an investment advisor representative offerin…

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“Controlling Health Care Cost,” “Scam School – Spam Texts and Emails," and “Reviewing the Fundamentals” 48:45

4M ago48:45

48:45

Talk Money with Jim Shoemaker Join Jim Shoemaker, Shannon Dyson, and Scott Jordan as they explore “The Cost of Employer Health Care” and “Fundamentals.” Daniel Irwin, from the Better Business Bureau, provides and update on “Scam School – Spam Texts and Emails." "Helping You Make the Most of Your Money” Jim Shoemaker, CFP, ChFC, is an investment adv…

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“Differences in Permanent vs. Term Life Insurance,” “Investing,” and “Latest Developments in the Home & Auto Market.” 46:15

5M ago46:15

46:15

Talk Money with Jim Shoemaker Join Jim Shoemaker, Abby Wilson, and Scott Jordan as they look at the “Differences in Permanent vs. Term Life Insurance.” Katie Abart will share the “Latest Developments in the Home & Auto Market.” "Helping You Make the Most of Your Money” Jim Shoemaker, CFP, ChFC, is an investment advisor representative offering advis…

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“Seven Principles of Long-Term Investing,” “AT&T Data Breech,” and “Reviewing the Fundamentals” 47:04

5M ago47:04

47:04

Talk Money with Jim Shoemaker Join Jim Shoemaker, Jason Herrington, and Scott Jordan as they look at “Seven Principles of Long-Term Investing” and “Fundamentals.” Daniel Irwin, BBB, gives us an update on the “AT&T Data Breech.” "Helping You Make the Most of Your Money” Jim Shoemaker, CFP, ChFC, is an investment advisor representative offering advis…

1
“Update on Social Security for 2024”, “Tips on How to Talk to Your Aging Parents about Money and Care”, “Review the Fundamentals” and “Estimated Cost of Fictitious Megastructures” 48:45

5M ago48:45

48:45

Talk Money with Jim Shoemaker Join Jim Shoemaker, Kurt Czarnowski, and Scott Jordan reviewing an “Update on Social Security for 2024” and “Fundamentals”. Michael Powell gives us “Tips on How to Talk to Your Aging Parents about Money and Care”. Producer Max will share interesting information on the “Estimated Cost of Three Fictitious Megastructures …

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Episode 447: Unlearning Silence, with Elaine Lin Hering 29:52

5M ago29:52

29:52

Elaine Lin Hering, facilitator, speaker, and writer, joins us to talk about leadership and collaboration, feeling not being heard in the workspace, toxic bosses, being from a family of immigrants from Taiwan, and her book "Unlearning Silence: How to Speak Your Mind, Unleash Talent, and Live More Fully".…

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Episode 446: Driving Impact in Environmental Work, with Sheri Hickok 31:30

5M ago31:30

31:30

Sheri Hickok joins host Tammy Williams to discuss the importance of women's leadership in sustainability and renewable energy, her personal journey, and the need for diverse skills and expertise to tackle complex challenges and drive impact in the industry, particularly in the ESG and climate action spaces. Sheri also discussed the UN Climate Chang…

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Episode 436: Being the Leader, with Shelmina Babai Abji 33:46

5M ago33:46

33:46

Shelmina Babai Abji, a best selling author and a renowned international public speaker, joins us today to talk about mentoring, working as a single mother, what makes a good leader, getting out of your comfort zone and reframing failure

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Episode 437: Creating a Supportive Company Culture, with Joy Corso 33:22

5M ago33:22

33:22

Joy Corso, Chief Marketing Officer of Vonage, joins us to talk about growing and transforming companies, Women's Employee Resource Groups, finding mentors and allies, learning how to ask for what you need, and the importance of businesses giving back to the community.

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Episode 438: Being Your Own Boss and Serving Community, with Lillian DeBaptise 28:04

5M ago28:04

28:04

Lillian DeBaptise, Mayor of West Chester, the seat of Chester County, Pennsylvania, joins us to talk about being the borough's first black female mayor, being a director at a funeral home, coming from an entrepreneurial family and bringing equality and justice to her community.

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Episode 439: The Business of Beauty, with Michele Probst 28:56

5M ago28:56

28:56

Michele Probst, Founder, Creator & CEO of WORTHBEAUTYCOMPANY, joins us to talk about her career path, doing makeup for both female and male celebrities and politicians, and tips for taking care of your skin.

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Episode 440: Getting Unstuck and Being a Healthcare Advocate, with Parul Somani 30:57

5M ago30:57

30:57

Parul Somani, keynote speaker, mindset expert and cancer and genomics advocate, joins us to talk about surviving breast cancer in her 30's while pregnant, learning how to feel empowered to ask for information from healthcare workers, and her definition of silver linings.

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Episode 441: Surviving and Thriving, with Poonam Bhuchar 33:09

5M ago33:09

33:09

Poonam Bhuchar, Managing Attorney at Bhuchar Law, TEDx Speaker, Motivational Speaker, Life Coach, Author of SAFE from the Pain, joins us to talk about working through trauma, parenting during divorce and somatic therapy.

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Episode 443: Life Lessons, with Bryetta Calloway 34:31

5M ago34:31

34:31

Bryetta Calloway, Marketing and Brand Senior Executive, Growth Catalyst for Startups, Speaker, Mentor and Author, joins us to talk about her winding career path, being an entrepreneur, her book "Life Lessons: Finding Meaning in the Monumental and the Mundane" and finding community.

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Episode 442: The Harms of Hyperproductivity, with Kristen Nielson Donnelly 33:58

5M ago33:58

33:58

Kristen Nielson Donnelly, keynote speaker, workshop facilitator and co-author of the bestselling "The Culture of Burnout", joins us to talk about the history of hyperproductivity and how we can care for ourselves in the high pressure work culture.

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Episode 444: Breakthrough Medications in Biotech, with Raquel Izumi 28:55

5M ago28:55

28:55

Raquel Izumi, President & COO at Vincerx Pharma Inc, joins us to talk about, starting a biotech company and making groundbreaking medications to treat cancer.

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Episode 445: Gaining Your Power, with Dr. Sharon Melnick 47:07

5M ago47:07

47:07

Dr. Sharon Melnick, a Top 100 Coach for women executives, keynote speaker and author of "the books "In Your Power" and "Success under Stress" joins us to talk about being an advocate and lifting women up, going to the White House, and gives tips for women who are feeling powerless at work.

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“Healthcare Fiduciary Responsibilities,” “Scam School – Customs & Border Protection Imposters and Scam Recovery Scams,” “Review the Fundamentals” 48:39

5M ago48:39

48:39

Talk Money with Jim Shoemaker Join Jim Shoemaker, Shannon Dyson, and Scott Jordan discussing “Healthcare Fiduciary Responsibilities.” Daniel Irwin will take us to “Scam School with New Scams and How to Stay Alert.” "Helping You Make the Most of Your Money" Jim Shoemaker, CFP, ChFC, is an investment advisor representative offering advisory services …

1
“Preparing for Retirement”, “Aging in Place; Things to Consider”, “Review the Fundamentals” 48:02

6M ago48:02

48:02

Talk Money with Jim Shoemaker Join Jim Shoemaker, Ted Minor, and Scott Jordan as they “Prepare for Retirement” and “Review the Fundamentals”. Rob Clement will help us prepare for “Aging in Place”. "Helping You Make the Most of Your Money Jim Shoemaker, CFP, ChFC, is an investment advisor representative offering advisory services through Cetera Inve…

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“Economic Update,” “Renaissance Market Update,” “More Answers to Your Questions” 48:45

6M ago48:45

48:45

Talk Money with Jim Shoemaker Join Jim Shoemaker, Rusty Leonard, Drew Johnson, and Scott Jordan as they dive into an “Economic Update” and “Updates on the Renaissance Market.” "Helping You Make the Most of Your Money Jim Shoemaker, CFP, ChFC, is an investment advisor representative offering advisory services through Cetera Investment Advisers, a re…

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“Getting Financially Fit,” “Long-Term Care: Why it Should be Part of Your Financial Strategy,” “More Answers to Your Questions” 48:32

6M ago48:32

48:32

Talk Money with Jim Shoemaker Join Jim Shoemaker, Jason Herrington, Jacob Norman, and Scott Jordan as they dive into “Getting Financially Fit” and “Why Long-Term Care Should be a Part of Your Financial Strategy.” "Helping You Make the Most of Your Money Jim Shoemaker, CFP, ChFC, is an investment advisor representative offering advisory services thr…

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”1st Quarter Review”, “Scam School” and the “BBB Risk Report for 2023” and “More Answers to Your Questions” 48:45

6M ago48:45

48:45

Talk Money with Jim Shoemaker Join Jim Shoemaker, Drew Johnson, and Scott Jordan as they review the “1st Quarter”. Daniel Irwin alerts us to new ‘Scams’ and shares the outcome of the “Better Business Bureau 2023 Risk Report.” "Helping You Make the Most of Your Money Jim Shoemaker, CFP, ChFC, is an investment advisor representative offering advisory…

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” Permanent vs Term Life Insurance,” “Update on the Home and Auto Industry,” and “More Answers to Your Questions” 42:50

7M ago42:50

42:50

Join Jim Shoemaker, Abby Wilson, and Scott Jordan as they give us the facts regarding “Permanent vs Term Life Insurance.” Katie Abart and Jonathan Jewell will give an “Update on Home and Auto Insurance.” "Helping You Make the Most of Your Money Jim Shoemaker, CFP, ChFC, is an investment advisor representative offering advisory services through Cete…

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”Strategies for Special Needs,” “What Does a Financial Planner Bring to the Table?” “More Answers to Your Questions” 45:45

7M ago45:45

45:45

Talk Money with Jim Shoemaker Join Jim Shoemaker, Jason Herrington, and Scott Jordan as they answer, “What Does a Financial Planner Bring to the Table?" Cullen West will share “Strategies for Special Need Planning.” "Helping You Make the Most of Your Money Jim Shoemaker, CFP, ChFC, is an investment advisor representative offering advisory services …

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”Answers to your Questions,” “What is Multiple Myeloma Action Month,” and “Celebrate with the upcoming Mid-America Passion Play.” 45:45

7M ago45:45

45:45

Talk Money with Jim Shoemaker Join Jim Shoemaker and Jered Haddad as they share their passion about “Multiple Myeloma Month” and how we can be a part of this great initiative. Scott Jordan will help answer your Investment questions. Dr. James Whitmire, Luke Whitmire, and Ted Minor remind us of the upcoming “Mid-America Passion Play” in cooperation …

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” Costly Medicare Mistakes You Should Avoid,” “Estate Planning Mistakes,” and “Scam School – Data Breaches” 45:45

7M ago45:45

45:45

Talk Money with Jim Shoemaker Join Jim Shoemaker, Shannon Dyson, and Claire Greene with valuable information on “Costly Medicare Mistakes You Should Avoid.” Scott will lay out “Estate Planning Mistakes” and Daniel Irwin will take us to Scam School….“Data Breaches, Robo Callers, IRS Text Messages.” "Helping You Make the Most of Your Money Jim Shoema…

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Podcast Shoemaker Financial

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