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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 …
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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 …
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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 …
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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 …
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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 …
