blue-money

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.

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.

Episode 26 – Mortgage Talk with Paul Zgalich from Guaranteed Rate In this episode of Blue Money, Jim & Kevin are sitting down with Paul from Guaranteed Rate to discuss mortgages. If you’re thinking about buying a home, or refinancing your home loan, you’ll want to listen to this podcast episode. Jim & Kevin are

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

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

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

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

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

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

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