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

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

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

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

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

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

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

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

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

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

Episode 8 – Market update In this episode of Blue Money, Jim & Kevin are giving an update on the current market. Listen to find out what a “bear market” is and what it means to be in a bear market. Kevin is offering up relevant historical data to give context to the current market

Episode 7 – What are bonds In this episode of Blue Money, Jim & Kevin are going over everything you need to know about bonds. They start off the show by explaining exactly what a bond is. Listen to find out why Valley Financial suggests using bonds in your investment portfolio. This first half of

Episode 6 – All about inflation In this episode of Blue Money, Jim and Kevin are discussing everything about inflation. They start off by giving a basic definition of inflation, so we know exactly what we’re talking about. They then segue into how the inflation rate is calculated. Taking it a step further, the guys

Episode 5 – The importance of Life Insurance In this episode of Blue Money, Jim & Kevin are discussing why it’s important for law enforcement officers to have an adequate life insurance policy in place. Even if you already have a life insurance policy, this episode is a valuable listen. The guys explain why the

Episode 4 – Info about your 457 (b) In this episode of Blue Money, Jim & Kevin are helping law enforcement employees understand what their 457(b) is. They start by explaining the difference between a 457(b) versus a 401(k). Then they move right into the pros and cons of a 457(b). They dive into discussing

Episode 3 – Buying and selling on emotion In this episode of Blue Money, Jim & Kevin are talking us through these turbulent times. The guys at Valley Financial understand that during times like these, people tend to stress more about their finances. Kevin starts off by sharing some historical market numbers to give us

Episode 2 – You Can Start Investing Now In this episode of Blue Money, Jim & Kevin are helping officers set personal savings and investing goals. Their goal is to get cops saving 50% of their income each year. That may sound impossible to you right now, but listen to this episode to find out

Episode 1 – Law Enforcement Officers Wait Too Long to Invest In this episode of Blue Money, Jim & Kevin are kicking off their podcast series with a discussion on the most common mistake they see people making when it comes to investing. They’re here to take the stigma out of discussing money issues, and