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BLUE MONEY PODCAST

A finance podcast for cops, by cops. Based in Flourtown, PA. Hosted by Lt. Jim Donnelly with co-host Kevin McGarry. Sponsored by Valley Financial Group. Episodes are filled with tips and advice for maximizing your income to grow into wealth. Listen for finance advice tailored to law enforcement employees who want to look forward to a comfortable retirement.

Episode 28 – Digital Currency

In this episode of Blue Money, Jim and Kevin are talking about pivoting and making changes even when life doesn’t always go as planned. Jim, one of the cohosts of Blue Money podcast, recently had some major life changes occur, resulting in accelerating a timeline he had had outlined for himself. So Jim is speaking from first-hand experience in this episode.

Listen »

Episode 27 – When Life Throws You Curveballs

In this episode of Blue Money, Jim and Kevin are talking about pivoting and making changes even when life doesn’t always go as planned. Jim, one of the cohosts of Blue Money podcast, recently had some major life changes occur, resulting in accelerating a timeline he had had outlined for himself. So Jim is speaking from first-hand experience in this episode.

Listen »

Episode 25 – Discussion on Interest Rates

Episode 25 – Discussion on Interest Rates In this episode of Blue Money, Kevin & Jim have an in-depth discussion about interest rates. Kevin starts off by explaining how inflation and interest rates are related, and he explains the reasoning behind it. Jimmy explains what “The Fed” is. The guys discuss how interest rates affect

Listen »

Episode 24 – Third Quarter Review

Episode 24 – Third Quarter Review In this episode of Blue Money, Kevin & Jim are helping you prepare for the last quarter of 2023. They start off giving a thorough review of the market during the third quarter of 2023. Listen to find out which month is historically the year’s lowest performing month every

Listen »

Episode 23 – Being Smart About Saving for Education

Episode 23 – Being Smart About Saving for Education In this episode of Blue Money, Jim & Kevin are discussing education planning. Kevin keeps it real and is honest about the cost of financing higher education. Jim gives us the Rule of One-Third concept. Kevin goes over the different investing options for educational savings funds

Listen »

Episode 22 – Facts Out on the Max Out

Episode 22 – Facts Out on the Max Out In this episode of Blue Money, Jim & Kevin are talking more about retirement accounts. This time the guys are focusing on maxing out your retirement accounts. Kevin gives a great rule-of-thumb metric for calculating an estimate of what you’ll need for retirement. Jim & Kevin

Listen »

Episode 21 – All About DROP

Episode 21 – All About DROP In this episode of Blue Money, Kevin & Jim discuss the ins and outs of DROP. If you don’t know what DROP is, don’t worry, the guys are breaking it down for you and making it easy to understand. Not only are they explaining what DROP is, but they

Listen »

Episode 20 – Best Practices for Investing in Stocks

Episode 20 – Best Practices for Investing in Stocks In this episode of Blue Money, Kevin & Jim tackle the hot topic of stocks. Kevin starts off by giving a quick current market analysis. The guys speak to the dangers of following the crowd when it comes to investing in stocks. They stress the importance

Listen »

Episode 19 – Mid-Year Check-In

Episode 19 – Mid-Year Check-In In this episode of Blue Money, Kevin & Jim are looking at the first half of the year and preparing for the second half of the year. They’re giving suggestions on what to look at when it comes to your income, bills, savings, investments & debts. The guys are making

Listen »

Episode 18 – Maximize Your Tax Refund

Episode 18 – Maximize Your Tax Refund In this episode of Blue Money, Jim & Kevin invited Bruce Goldstein, Certified Public Accountant, to come on the show to help our law enforcement agents get the most of their tax filing this tax season. The filing deadline for this year is April 18 so it’s quickly

Listen »

Episode 17 – Estate Planning

Episode 17 – Estate Planning In this episode of Blue Money, Kevin & Jim invite David J. Balcer, attorney at law, to have an in depth conversation about wills and estate planning. It’s a conversation many people don’t like to have, but it is a necessary one. Listen to find out all the reasons why

Listen »

Episode 16 – Year-End Checklist

Episode 16 – Year-End Checklist In this episode of Blue Money, Jim & Kevin are discussing 2022 in review. They’re also providing a checklist for you to use at the end of this year, to make sure you’re in the best financial standing you can be going into the new year. Kevin has a great

Listen »

Episode 15 – Why You Need A Financial Advisor

Episode 15 – Why You Need A Financial Advisor In this episode of Blue Money, the guys are breaking down all the reasons why a person should have a financial advisor. These aren’t just Kevin & Jim’s opinions – they have the numbers to back it up. You may be surprised to hear the difference

Listen »

Episode 14 – Midterm Elections & the Economy

Episode 14 – Midterm Elections & the Economy In this episode of Blue Money, Kevin & Jim discuss the effect on the economy that the midterm elections have historically. Kevin offers an explanation for why we see the trends we do around election time. Jim explains the current situation and what’s at stake, then goes

Listen »

Episode 13 – Medicare Breakdown with Special Guest Matt Boyle

Episode 13 – Medicare Breakdown with Special Guest Matt Boyle In this episode of Blue Money, Jim and Kevin are talking with Matt Boyle, the Vice President of Life and Health Solutions with Incenter Insurance Solutions. Continuing the theme from the last episode, the guys are discussing post-retirement benefits and how to access them. Kevin

Listen »

Episode 12 – Answering Questions about Social Security

Episode 12 – Answering Questions about Social Security In this episode of Blue Money, Kevin and Jim are discussing all things involved in the social security benefits of being a police officer. They start off by explaining how officers qualify and what “credits” means, in regards to social security. Then they jump into answering the

Listen »

Episode 11 – Portfolio Review

Episode 11 – Portfolio Review In this episode of Blue Money, Kevin & Jim are doing a mid-year check-in. They are reviewing their portfolios and the market performance so far this year. The guys discuss the US economic climate, touching on cryptocurrency, the stock market, bonds, and commodities. They also talk about global economics, looking

Listen »

Episode 10 – What you need to know about Credit Cards

Episode 10 – What you need to know about Credit Cards In this episode of Blue Money, Jim & Kevin are discussing all things credit cards. Jim starts off the conversation with a personal story, like so many others, about his own experience getting in credit card debt at a young age. They go into

Listen »

Episode 28 – Digital Currency

In this episode of Blue Money, Jim and Kevin are talking about pivoting and making changes even when life doesn’t always go as planned. Jim, one of the cohosts of Blue Money podcast, recently had some major life changes occur, resulting in accelerating a timeline he had had outlined for himself. So Jim is speaking from first-hand experience in this episode.

Listen »

Episode 27 – When Life Throws You Curveballs

In this episode of Blue Money, Jim and Kevin are talking about pivoting and making changes even when life doesn’t always go as planned. Jim, one of the cohosts of Blue Money podcast, recently had some major life changes occur, resulting in accelerating a timeline he had had outlined for himself. So Jim is speaking from first-hand experience in this episode.

Listen »

Episode 25 – Discussion on Interest Rates

Episode 25 – Discussion on Interest Rates In this episode of Blue Money, Kevin & Jim have an in-depth discussion about interest rates. Kevin starts off by explaining how inflation and interest rates are related, and he explains the reasoning behind it. Jimmy explains what “The Fed” is. The guys discuss how interest rates affect

Listen »

Episode 24 – Third Quarter Review

Episode 24 – Third Quarter Review In this episode of Blue Money, Kevin & Jim are helping you prepare for the last quarter of 2023. They start off giving a thorough review of the market during the third quarter of 2023. Listen to find out which month is historically the year’s lowest performing month every

Listen »

Episode 23 – Being Smart About Saving for Education

Episode 23 – Being Smart About Saving for Education In this episode of Blue Money, Jim & Kevin are discussing education planning. Kevin keeps it real and is honest about the cost of financing higher education. Jim gives us the Rule of One-Third concept. Kevin goes over the different investing options for educational savings funds

Listen »

Episode 22 – Facts Out on the Max Out

Episode 22 – Facts Out on the Max Out In this episode of Blue Money, Jim & Kevin are talking more about retirement accounts. This time the guys are focusing on maxing out your retirement accounts. Kevin gives a great rule-of-thumb metric for calculating an estimate of what you’ll need for retirement. Jim & Kevin

Listen »

Episode 21 – All About DROP

Episode 21 – All About DROP In this episode of Blue Money, Kevin & Jim discuss the ins and outs of DROP. If you don’t know what DROP is, don’t worry, the guys are breaking it down for you and making it easy to understand. Not only are they explaining what DROP is, but they

Listen »

Episode 20 – Best Practices for Investing in Stocks

Episode 20 – Best Practices for Investing in Stocks In this episode of Blue Money, Kevin & Jim tackle the hot topic of stocks. Kevin starts off by giving a quick current market analysis. The guys speak to the dangers of following the crowd when it comes to investing in stocks. They stress the importance

Listen »

Episode 19 – Mid-Year Check-In

Episode 19 – Mid-Year Check-In In this episode of Blue Money, Kevin & Jim are looking at the first half of the year and preparing for the second half of the year. They’re giving suggestions on what to look at when it comes to your income, bills, savings, investments & debts. The guys are making

Listen »

Episode 18 – Maximize Your Tax Refund

Episode 18 – Maximize Your Tax Refund In this episode of Blue Money, Jim & Kevin invited Bruce Goldstein, Certified Public Accountant, to come on the show to help our law enforcement agents get the most of their tax filing this tax season. The filing deadline for this year is April 18 so it’s quickly

Listen »

Episode 17 – Estate Planning

Episode 17 – Estate Planning In this episode of Blue Money, Kevin & Jim invite David J. Balcer, attorney at law, to have an in depth conversation about wills and estate planning. It’s a conversation many people don’t like to have, but it is a necessary one. Listen to find out all the reasons why

Listen »

Episode 16 – Year-End Checklist

Episode 16 – Year-End Checklist In this episode of Blue Money, Jim & Kevin are discussing 2022 in review. They’re also providing a checklist for you to use at the end of this year, to make sure you’re in the best financial standing you can be going into the new year. Kevin has a great

Listen »

Episode 15 – Why You Need A Financial Advisor

Episode 15 – Why You Need A Financial Advisor In this episode of Blue Money, the guys are breaking down all the reasons why a person should have a financial advisor. These aren’t just Kevin & Jim’s opinions – they have the numbers to back it up. You may be surprised to hear the difference

Listen »

Episode 14 – Midterm Elections & the Economy

Episode 14 – Midterm Elections & the Economy In this episode of Blue Money, Kevin & Jim discuss the effect on the economy that the midterm elections have historically. Kevin offers an explanation for why we see the trends we do around election time. Jim explains the current situation and what’s at stake, then goes

Listen »

Episode 13 – Medicare Breakdown with Special Guest Matt Boyle

Episode 13 – Medicare Breakdown with Special Guest Matt Boyle In this episode of Blue Money, Jim and Kevin are talking with Matt Boyle, the Vice President of Life and Health Solutions with Incenter Insurance Solutions. Continuing the theme from the last episode, the guys are discussing post-retirement benefits and how to access them. Kevin

Listen »

Episode 12 – Answering Questions about Social Security

Episode 12 – Answering Questions about Social Security In this episode of Blue Money, Kevin and Jim are discussing all things involved in the social security benefits of being a police officer. They start off by explaining how officers qualify and what “credits” means, in regards to social security. Then they jump into answering the

Listen »

Episode 11 – Portfolio Review

Episode 11 – Portfolio Review In this episode of Blue Money, Kevin & Jim are doing a mid-year check-in. They are reviewing their portfolios and the market performance so far this year. The guys discuss the US economic climate, touching on cryptocurrency, the stock market, bonds, and commodities. They also talk about global economics, looking

Listen »

Episode 10 – What you need to know about Credit Cards

Episode 10 – What you need to know about Credit Cards In this episode of Blue Money, Jim & Kevin are discussing all things credit cards. Jim starts off the conversation with a personal story, like so many others, about his own experience getting in credit card debt at a young age. They go into

Listen »

Episode 9 – Interview with Christine Nelson, Fuel the Force

Episode 9 – Interview with Christine Nelson, Fuel the Force In this episode of Blue Money, Jim & Kevin are speaking with Christine Nelson, founder of Fuel the Force. Christina explains how she came up with the idea for Fuel the Force, and how the name came to be. They discuss the current status of

Listen »
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