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Talk Money with Jim Shoemaker

Shoemaker Financial

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Talk Money - A weekly radio broadcast covering financial & economic topics. Jim Shoemaker, CFP, ChFC, is an investment advisor representative offering advisory services through Cetera Investment Advisers, a registered investment adviser. Securities offered through Cetera Advisor Networks, member FINRA/SIPC. Cetera is under separate ownership from any other named entity. Shoemaker Financial is independently owned and operated. 2176 West St, Ste. 100, Germantown, TN 38138
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SHOEMAKER LAB

Shoemaker Films, LLC

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The official podcast of Shoemaker Films. Every week we share content related to digital marketing, video production, and brand building; and frequently meet with local creatives, entrepreneurs, and business owners for in-depth conversations. Get to know local heavy hitters and influencers in the Greater Philadelphia region while picking up some tactical advice and tips on starting and running a business, being productive, creating content, and everything in between.
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show series
 
Talk Money with Jim Shoemaker Join Jim Shoemaker, Rusty Leonard, and Scott Jordan for special post-election episode. They will discuss the critical question: What Happens Now? - along with the latest economic developments. In addition, Daniel Irwin brings important warnings about the growing threat of scams. Stay alert and protect yourself from Med…
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Are you looking to optimize your business IT and cybersecurity strategy? In this episode, we sit down with Rick Carpenter and Brian McCarthy of OpenTier Systems, an IT managed service provider that's been transforming businesses since 2006. We discuss their partnership, the unique IT solutions they provide, and how they help small businesses scale …
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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?” Additionally, Abby Wilson and Scott Jordan will explore an engaging topic: “What are the Differences in Boomers and Millennials?” "Helping You Make the Most of Your Money” Jim Shoemaker, CFP, ChFC, is a…
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Talk Money with Jim Shoemaker Join Jim Shoemaker and Shannon Dyson as they help to bring clarity to “Medical Bills: Are They Correct? To Pay or Not to Pay!” Plus, Jason Herrington and Jacob Norman answering questions about “Designing a Well-Rounded Financial Plan for Young Parents” and “Key Questions to Ask When Selecting an Advisor.” "Helping You …
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Talk Money with Jim Shoemaker Join Jim Shoemaker, Claire Greene, and Scott Jordan as they bring clarity to Medicare during the Open Enrollment period. Get options on how to navigate your options effectively! Plus, Katie Abart will answer questions about the ever-changing world of Property and Casualty Insurance. Stay informed! "Helping You Make the…
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How can esports build better gamers and better humans? In this episode, we sit down with Derek Rodner, Chief Gaming Officer of Uplink Studios, a youth-focused esports training and family entertainment center. Derek shares Uplink’s mission to combine gaming, STEM education, and philanthropy to create a positive impact on the community. From esports …
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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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What does it take to build a successful consulting firm? In this episode, we sit down with Dr. David Weiman, an executive coach and founder of Weiman Consulting. Dr. David discusses the core services of Weiman Consulting, including talent assessment, executive coaching, and leadership development. He shares his unique journey from a background in r…
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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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What does it take to find a cure for a rare disease like Cystic Fibrosis? In this episode, we sit down with Kate Hylan, Director of Development for the Cystic Fibrosis Foundation, to discuss the foundation's mission and the challenges of raising awareness for this orphan disease. We dive into the genetic nature of CF, its impact on patients, and th…
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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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Feeling overwhelmed with laundry and household chaos? In this episode, we sit down with Ally and Mary Catherine, founders of Lessen the Loads, a women-owned laundry and organizational service helping busy moms reclaim their time. They share their journey from friends to business partners, their unique approach to laundry pickup services, and the ad…
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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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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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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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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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Are you choosing the right broker for your business? In this episode, we sit down with Glenn Ammarell of Yurconic Agency, who has been in the industry for over ten years. Glenn talks about the hard vs. soft market conditions, the role of AI in insurance, and why building strong business connections is so important. Tune in to learn how these factor…
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Why do nearly half of all podcasts don't make it past the third episode? In this episode, we sit down with Vince Quinn, Co-founder of SBX Productions, to uncover the hard truths behind podcast production. Vince shares the challenges of podcasting, the importance of marketing, and how to turn a podcast into a powerful business tool. We also dive int…
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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…
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How can 6 hours of filming turn into 80 pieces of content? In this episode, I share exclusive insights into our execution phase of our content strategy. I walk through our streamlined process of transforming your strategy into high-impact content. I discuss everything from producing multiple short-form videos to crafting engaging blog posts and mor…
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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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Here’s how you can take your interview skills to the next level! In this episode, I share valuable tips and insights for interviewers looking to improve their skills. After conducting hundreds of interviews with clients and guests on our podcast, I developed a core set of best practices easy enough for anyone planning to conduct an interview can fo…
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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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Want to nail your next interview? In this episode, we share essential tips for interviewees. I discuss how to get ready, what to do on the day, and what video producers like us look for. I break down the basics like getting a good night's sleep and staying hydrated, to pro tips like preparing without sounding rehearsed and choosing the right locati…
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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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Are you struggling to create a content strategy that delivers results? In this episode, I share the elements of building a successful content strategy at Shoemaker Films. I discuss what goes into a content strategy, from setting goals and identifying target audiences to creating content pillars and engagement plans. I talk about how a well-crafted …
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No matter what you're selling, everyone goes down this funnel. In this episode, we discuss how incorporating video into each stage of your marketing and sales funnel can transform your business. I define what a funnel is and break down the traditional marketing and sales funnel into four key stages: Attention, Interest, Desire, and Action. Then, I …
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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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What does it take to go from zero dance experience to owning the happiest dance studio on earth? In this episode, I sit down with Sam Sinns, a former Disney dancer and the owner of Twirl dance studio in Newtown Square, PA. Sam shares his incredible journey from starting as a Disney dancer with zero dance experience to opening his own dance studio: …
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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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In this episode, we are joined by Katy and Chris, life partners and owners of TAFF Treats, a freeze-dried candy business based in Brookhaven, PA. Chris and Katy discuss how their business started, the choices they made as entrepreneurs, and the obstacles they've encountered. TAFF Treats offers a unique selection of 25 different freeze-dried candies…
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In this episode, we sit down with Sarah Forti, Realtor and Team Owner of Forti Homes, and Jackie McCormick, a dedicated real estate professional committed to helping individuals find their perfect home. Sarah and Jackie talk about their journey from working as individual agents to forming a highly successful real estate team, sharing the challenges…
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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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In this episode, we are joined by Matt Ralph, franchise owner of Snapology and member of the Newtown Square Business Association. Matt talks about his journey of discovering Snapology and its innovative approach. Snapology uses hands-on activities to educate children in science, technology, engineering, art, math, and literacy, all while building s…
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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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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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In this episode, we sit down with Carol Kaplan Ruark, the Executive Director of Garrett Williamson, to explore the incredible work this non-profit organization does in connecting people with nature and supporting under-resourced families. From agriculture education and childcare to summer camps, Garrett Williamson offers a unique environment for ch…
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We've gotten a few questions recently about how we work with clients - and we break it down in the latest episode of the SHOEMAKER LAB. Mainly, we have two ways we go to market - single project videos and a monthly retainer. It all depends on the goals of each unique client and the deliverables we are producing for our clients. Whether it's a singl…
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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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In this episode, we sit down with Karen, Dan, and Mike, the passionate owners of D&K Appliances. They share their amazing journey from a small garage-based service in Springfield to a flourishing enterprise with over 40 employees and 2 locations in PA. We learn about the unique aspects that go into the growth of D&K Appliances, including their exce…
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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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How does a part-time job in high school lead to owning a business? In this episode, we sit down with Sami Rineer, the owner of Board and Brush Newtown Square, PA, to talk about her journey of being an assistant to becoming a successful business owner. Sami discusses the realities of running a business, sharing the joys and challenges of being a you…
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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…
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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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Everything surrounding us is made of energy including our thoughts and emotions. Starting at a young age, we experience life events, traumas and situations/people that cause us stress. This leads us to feel heavy, low vibrational emotions such as anger, guilt, shame, jealousy, etc. Overtime, they become stuck in our body and may eventually manifest…
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In this episode Dane Shoemaker breaks down the key points for why his business (Shoemaker Films) started a podcast, and why it's a good idea for any business to think about starting a podcast or Youtube channel. The benefits include being able to improve the art and craft of video production, interviewing, editing, and turning your business into a …
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Thinking about taking a trip to Universal or Disney? The options and variety can be overwhelming, which is why you need to work with the experts to book your next vacation. Heather Robinson is the founder and owner of Wish Upon A Castle, a boutique travel agency specializing in Disney and Universal resorts and theme parks. In the next episode of Sh…
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