Episode 41 – Meet Heather Hines! A Candidate for District Judge In this episode of the Blue Money podcast, you’ll join hosts Jim Donnelly and Kevin McGarry as they sit down with Heather Hines, a seasoned attorney running for District Judge in Buckingham Township, Solebury Township, and New Hope Borough. Heather Hines is an experienced

Episode 40 – Are Alternative Investments the Future of Your Retirement Plan? In this episode of the Blue Money podcast, hosts Jim Donnelly and Kevin McGarry break down a recent executive order that could reshape your retirement planning. They explain how the Department of Labor is exploring the inclusion of alternative investments—like private equity, REITs,

Episode 39 – Understanding Inflation, Housing Trends, and Tariffs Join hosts Jim Donnelly, a retired police lieutenant, and Kevin McGarry from Valley Financial Group, as they break down today’s most pressing financial topics. The conversation covers inflation trends, shifts in the housing market, and the potential impact of tariffs on everyday expenses. Jim and Kevin

In this episode Jim and Kevin dive into the financial outlook for 2025, offering insights tailored for law enforcement personnel. They discuss key economic indicators like inflation, employment rates, and stock market performance.

In this episode, Jim & Kevin dive into the financial landscape, focusing on the stock market’s performance in the third quarter.

This episode is interview Joe Abruzzese, a retired law enforcement officer with over 46 years of service as a detective for the Philadelphia Police Department and the University of Pennsylvania.

In this episode of the Blue Money podcast, hosts Jim Donnelly and Kevin McGarry discuss the midyear market trends for 2024.

Episode 34 – Understanding Private Equity Investments In this episode of the Blue Money podcast, hosts Jim Donnelly and Kevin McGarry explore the topic of private equity. They explain what private equity is, the criteria for becoming an accredited investor, and how private equity differs from public equity. The discussion covers various private equity strategies,

In this episode of the Blue Money podcast, hosts Jim Donnelly and Kevin McGarry discuss the midyear market trends for 2024.

In this episode of the Blue Money Podcast, hosts Jim Donnelly and Kevin McGarry discuss the intricacies and risks of buying individual stocks.

In this episode of the Blue Money Podcast, hosts Jim Donnelly and Kevin McGarry discuss the intricacies and risks of buying individual stocks.

In this episode of the Blue Money Podcast, hosts Jim Donnelly and Kevin McGarry discuss the intricacies and risks of buying individual stocks.

In this episode of the Blue Money Podcast, hosts Jim Donnelly and Kevin McGarry discuss the intricacies and risks of buying individual stocks.

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