Best Shoemaker Financial Podcasts (2025)

1
“Getting Financially Fit,” “Long-Term Care: Why it Should be Part of Your Financial Strategy,” “More Answers to Your Questions” 48:32

10h ago48:32

48:32

Talk Money with Jim Shoemaker Join Jim Shoemaker, Jason Herrington, Jacob Norman, and Scott Jordan as they dive into “Getting Financially Fit” and “Why Long-Term Care Should be a Part of Your Financial Strategy.” "Helping You Make the Most of Your Money Jim Shoemaker, CFP, ChFC, is an investment advisor representative offering advisory services thr…

1
109. DIY Exit Planning: Why They Fail 14:25

21h ago14:25

14:25

DIY exit planning is a path many independent collision shop owners take—especially when they’re looking to sell to key employees or keep the transition “in-house.” But without the right structure and support, these plans often stall out or fall apart entirely, leaving owners frustrated and without the outcome they hoped for. In this episode, Matt D…

1
“Update on Social Security for 2025; Silencing the Noise” and “Ways to Stay Confident in Retirement” 49:00

6d ago49:00

49:00

Talk Money with Jim Shoemaker Join as Jim Shoemaker, Kurt Czarnowski, and Scott Jordan dive into an “Update for Social Security 2025.” How do we silence the noise? Abby Wilson helps with “Ways to Stay Confident in Retirement.” "Helping You Make the Most of Your Money” Jim Shoemaker, CFP, ChFC, is an investment advisor representative offering adviso…

1
“Update on the Economy – What is on the Horizon?” and “The Language of the Market - Bankruptcy” 48:52

13d ago48:52

48:52

Talk Money with Jim Shoemaker Join as Jim Shoemaker, Rusty Leonard, and Scott Jordan dive into “The Economy” and what could be on the horizon. Max, our producer, will teach us about the “History of the Language of the Market – Bankruptcy.” "Helping You Make the Most of Your Money” Jim Shoemaker, CFP, ChFC, is an investment advisor representative of…

1
108. ESOPs Unpacked: A Smart Exit Strategy for Business Owners with Kelly Finnell 33:39

16d ago33:39

33:39

Business owners planning their next chapter often face a tough decision: how to exit without compromising their legacy or selling to private equity. As baby boomers age out of ownership, many are turning to Employee Stock Ownership Plans (ESOPs) for their unique blend of liquidity, tax benefits, and cultural continuity. Yet, understanding the mecha…

1
“Empowering Homebuyers,” “Tips for Finding the Best Rates for Insurance,” and “Update on the Economy” 49:00

21d ago49:00

49:00

Talk Money with Jim Shoemaker Join as Jim Shoemaker, Sarah Layson, and Katie Abart as they “Empower Homebuyers” with creative strategies you can use to afford a home in this market. Katie will bring “Tips for Finding the Best Rates for Insurance.” Scott Jordan is here to give an “Update on the Economy” and answer your questions. "Helping You Make t…

1
107. Life After the Shop: Answering Key Questions From The Northeast Conference 12:39

22d ago12:39

12:39

Planning for life after shop ownership is something many independent collision shop owners overlook—until they’re already in the process of selling. But without a clear vision, the transition can be overwhelming and leave former owners wondering, “What’s next?” In this episode, Matt DiFrancesco shares insights from the Northeast Conference, where h…

1
“Elder Abuse; and How to Manage Elder Scams” and “Welcome to Scam School – It is Time to Get the Real ID” 48:57

28d ago48:57

48:57

Talk Money with Jim Shoemaker Join as Jim Shoemaker, Rob Clement, and Scott Jordan as they discuss the issues of “Elder Abuse” and “How to Manage Elder Scams.” Daniel Irwin, BBB, with take us back to Scam School and remind us it is “Time to Get Your Real ID.” "Helping You Make the Most of Your Money” Jim Shoemaker, CFP, ChFC, is an investment advis…

1
“Changes in Social Security for 2025” and “Social Security Myths That Can Shortchange Clients” 48:59

1M ago48:59

48:59

Talk Money with Jim Shoemaker Join as Jim Shoemaker, Kurt Czarnowski, and Scott Jordan as they discover the changes in Social Security for 2025. Ted Minor will uncover “Social Security Myths Than can Shortchange a Client.” "Helping You Make the Most of Your Money” Jim Shoemaker, CFP, ChFC, is an investment advisor representative offering advisory s…

1
“March is Multiple Myeloma Action Month: How can you get involved?” and “The Importance of Special Needs Planning” 49:00

1M ago49:00

49:00

Talk Money with Jim Shoemaker Join as Jim Shoemaker, Jered Haddad, and Kim Lane with upcoming news about how to become involved during Multiple Myeloma Action Month. Cullen West and Scott Jordan will share the importance of “Special Needs Planning.” "Helping You Make the Most of Your Money” Jim Shoemaker, CFP, ChFC, is an investment advisor represe…

1
“Financial Myths and Misconceptions” and “What Does a Good Financial Advisor Bring to the Table” 48:40

1M ago48:40

48:40

Talk Money with Jim Shoemaker Join as Jim Shoemaker, Abby Wilson, Jason Herrington, and Scott Jordan discuss “Financial Myths and Misconceptions.” Jason will reveal “What Does a Good Financial Advisor Bring to the Table.” "Helping You Make the Most of Your Money” Jim Shoemaker, CFP, ChFC, is an investment advisor representative offering advisory se…

1
"Update on the Economy" and "Exploring Your Multiple Myeloma Clinical Trial Options" 49:00

1M ago49:00

49:00

” Talk Money with Jim Shoemaker" Join Jim Shoemaker, Bob Doll, and Scott Jordan as they give us an “Update on the Economy”. Brian McMahon, SparkCures, will help "Explore your Options for Multiple Myeloma Clinical Trials." "Helping You Make the Most of Your Money” Jim Shoemaker, CFP, ChFC, is an investment advisor representative offering advisory se…

1
106. Addressing the Talent Gap in Collision Repair with Brandon Eckenrode 24:58

1M ago24:58

24:58

Attracting and retaining talent is a persistent challenge in the collision repair industry, and industry engagement plays a critical role in overcoming this issue. The struggle to find skilled technicians and support technical education programs leaves many shop owners feeling overwhelmed and unsure of how to bridge the workforce gap. Without a ste…

1
“Aging in Place’ and “Welcome to Scam School – Stay Alert!” 49:00

2M ago49:00

49:00

Talk Money with Jim Shoemaker Join as Jim Shoemaker, Rob Clement, and Scott Jordan as they discuss the options of “Aging in Place.” Daniel Irwin, BBB, with take us back to Scam School to inform us of the most recent scam alerts. "Helping You Make the Most of Your Money” Jim Shoemaker, CFP, ChFC, is an investment advisor representative offering advi…

1
“Why did I Choose a Career as a Financial Professional?” and “Questions to Ask When Selecting a Financial Professional”? 45:44

2M ago45:44

45:44

Talk Money with Jim Shoemaker Join Jim Shoemaker, Abby Wilson, Cullen West, and Jason Herrington to discover “Why They Chose a Career as a Financial Professional” and “Questions to Ask When Selecting an Advisor.” Scott Jordan is here to answer your Investing Questions. "Helping You Make the Most of Your Money Jim Shoemaker, CFP, ChFC, is an investm…

1
105. The Power of Education: Helping Collision Shops Thrive with John Shoemaker 39:52

2M ago39:52

39:52

Managing costs and staying profitable is a constant challenge for independent collision shop owners, and education plays a crucial role in overcoming these hurdles. In this episode, John Shoemaker shares his passion for helping shop owners educate themselves and their customers about the value of their services—ensuring they are properly compensate…

1
“What Are You Doing with Your Tax Refund,” and “Scam School: Lost or Stolen Identity, Credit Card Skimmers, and Credit Reports” 48:45

3M ago48:45

48:45

Join as Jim Shoemaker, Michael Powell, and Scott Jordan ask and important question; “What Are You Doing with Your Tax Refund?” Daniel Irwin takes us to Scam School with critical information about “Lost or Stolen Identity, Credit Card Skimmers, Storm Chasers, and Credit Reports.” "Helping You Make the Most of Your Money” Jim Shoemaker, CFP, ChFC, is…

1
“Aging with Dignity: What are Your Five Wishes” and “Investing is FUN(damental)” 48:45

3M ago48:45

48:45

Talk Money with Jim Shoemaker Join Jim Shoemaker and Paul Malley as they cover an important topic, “Aging with Dignity: What are Your Five Wishes?” Abby Wilson and Scott Jordan will share a new way to look at investing, “Investing is FUN(damental).” "Helping You Make the Most of Your Money” Jim Shoemaker, CFP, ChFC, is an investment advisor represe…

1
“Insurance; How Could the Current Fires Affect Our Coverage?” and “Teaching College Students About Finance” 49:37

3M ago49:37

49:37

Talk Money with Jim Shoemaker Join as Jim Shoemaker, Scott Jordan, and Katie Abart and they investigate “How the Current Fires Could Affect Our Insurance Coverage.” Gregg Beeber will dive into “How to Teach our College Students About Finances.” "Helping You Make the Most of Your Money” Jim Shoemaker, CFP, ChFC, is an investment advisor representati…

1
“The Economy; What is on the horizon?” and “Keys to Successful Self-Funded Health Plans” 48:43

3M ago48:43

48:43

Talk Money with Jim Shoemaker Join as Jim Shoemaker, Rusty Leonard, and Scott Jordan as they dive into “The Economy: What is on the horizon?” Shannon Dyson will discuss the “Keys to Successful Self-Funded Health Plans.” "Helping You Make the Most of Your Money” Jim Shoemaker, CFP, ChFC, is an investment advisor representative offering advisory serv…

1
“Mid-South Mission of Mercy,” “What Lies Ahead in 2025,” and "Getting Financially Fit" 48:20

4M ago48:20

48:20

Talk Money with Jim Shoemaker Join as Jim Shoemaker, Ben Taylor, and Dr. Stueart Hudsmith as they give the details on “Mid-South Mission of Mercy.” All are welcome! Scott Jordan and Jason Herrington will share “What Lies Ahead in 2025” and "Getting Financial Fit." "Helping You Make the Most of Your Money” Jim Shoemaker, CFP, ChFC, is an investment …

1
"Warning Signs of Senior Abuse" and “Scam School; Stay Alert in 2025” 48:45

4M ago48:45

48:45

Talk Money with Jim Shoemaker Join Jim Shoemaker, Scott Jordan, and Rob Clement and Scott Jordan as they explore the "Warning Signs of Senior Abuse." Daniel Irwin takes us to “Scam School; Staying Alert in 2025.” What scams should we watch for in 2025. "Helping You Make the Most of Your Money” Jim Shoemaker, CFP, ChFC, is an investment advisor repr…

1
“Getting Financially Fit,” “Long-Term Care: Why it Should be Part of Your Financial Strategy,” “More Answers to Your Questions” 48:31

4M ago48:31

48:31

Talk Money with Jim Shoemaker Join Jim Shoemaker, Jason Herrington, Jacob Norman, and Scott Jordan as they dive into “Getting Financially Fit” and “Why Long-Term Care Should be a Part of Your Financial Strategy.” "Helping You Make the Most of Your Money" Jim Shoemaker, CFP, ChFC, is an investment advisor representative offering advisory services th…

1
104. Building the Future: Apprentice Programs and Mentorship in Collision Repair with Stan Russell 28:24

4M ago28:24

28:24

As we enter the new year, many repair shop owners are focused on setting growth and success goals; one challenge remains at the forefront: finding and retaining talent. It’s an issue facing nearly everyone in the industry, which makes today’s guest, Stan Russell, the perfect person to kick off the year. With decades of experience as a technician, e…

1
“5 Favorable Financial Habits”, “Social Security – Myths That Can Shortchange Clients” and “Fundamentals” 45:45

4M ago45:45

45:45

Talk Money with Jim Shoemaker Join Jim Shoemaker, Abby Wilson, and Scott Jordan with “5 Favorable Financial Habits” and “Fundamentals”. Ted Minor will reveal “Social Security Myths That Can Shortchange Clients.” "Helping You Make the Most of Your Money” Jim Shoemaker, CFP, ChFC, is an investment advisor representative offering advisory services thr…

1
“A Time to Share ….. Christmas Memories and Traditions" 48:45

4M ago48:45

48:45

Talk Money with Jim Shoemaker Join Jim Shoemaker and members of our Shoemaker Family; Amanda Brace, Samantha Orcutt, Scott Jordan, Katie Abart, Emily Knack, and Timothy Meggs as they share their favorite Christmas Memories and Traditions. "Helping You Make the Most of Your Money” Jim Shoemaker, CFP, ChFC, is an investment advisor representative off…

1
“Social Security for 2025; What Lies Ahead?” and “Getting Financially Fit” 49:15

5M ago49:15

49:15

Talk Money with Jim Shoemaker Tune in today as Jim Shoemaker, Kurt Czarnowski, and Scott Jordan prepare us for any upcoming changes in “Social Security for 2025; What lies ahead?" Jason Herrington will give details on “Getting Financially Fit.” "Helping You Make the Most of Your Money” Jim Shoemaker, CFP, ChFC, is an investment advisor representati…

1
103. Structuring Business for Tax Efficiency and Succession Planning: Part 3 with Stuart Sorkin 37:24

5M ago37:24

37:24

Welcome to this third and final installment of our educational series on structuring business for tax efficiencies. In the previous sessions, we covered the complexities of C Corporations, including their benefits, drawbacks, and scenarios where they might be appropriate. In this episode, Matt and Stuart Sorkin, a seasoned attorney, CPA, and founde…

1
“Winter’s Coming,” “Scam School and Holiday Scams; Shop Safe and Shop Smart!” 48:45

5M ago48:45

48:45

Talk Money with Jim Shoemaker Tune in today as Jim Shoemaker, Katie Abart, and Scott Jordan prepare ahead because “Winter’s Coming!” Daniel Irwin is here to take us back to “Scam School and Holiday Scams; Shop Safe and Shop Smart!” "Helping You Make the Most of Your Money" Jim Shoemaker, CFP, ChFC, is an investment advisor representative offering a…

1
“Predatory Lending; Beneficial or Destructive?” and “Strategies to Maximize Your Credit Card Rewards” 48:45

5M ago48:45

48:45

Talk Money with Jim Shoemaker Join Jim Shoemaker, Travis Moody, and Scott Jordan as they shed light on “predatory lending.” Is it beneficial or destructive? Forward Memphis may be able to help. Michael Powell provides “Strategies to Maximize Your Credit Card Rewards.” "Helping You Make the Most of Your Money” Jim Shoemaker, CFP, ChFC, is an investm…

1
102. Structuring Business for Tax Efficiency and Succession Planning: Part 2 with Stuart Sorkin 38:44

5M ago38:44

38:44

Welcome back to part two of our special three-part educational series, where we continue exploring how business owners can optimize their structures for long-term success. While tax rates were covered in the previous episode, this conversation takes a closer look at other crucial factors that impact business owners, such as transfer strategies, con…

1
101: Structuring Business for Tax Efficiency and Succession Planning: Part 1 with Stuart Sorkin 40:12

5M ago40:12

40:12

Welcome to a special three-part educational series designed to help business owners rethink their roles and structures for long-term success. Many shop owners today, especially younger ones, aren’t ready to transition out entirely but want their businesses to thrive without being dependent on their day-to-day involvement. This series will explore k…

1
“Baby Steps; Your First Financial Steps” and "Risk & Rewards: The Insurance Breakdown" 48:10

5M ago48:10

48:10

Talk Money with Jim Shoemaker Join Jim Shoemaker, Katie Abart, and Scott Jordan and they address questions about "Risk & Rewards: The Insurance Breakdown." Plus, Cullen West will cover an important topic for new parents, “Baby Steps.” "Helping You Make the Most of Your Money” Jim Shoemaker, CFP, ChFC, is an investment advisor representative offerin…

1
100. 100 Episodes Strong: A Journey of Impact and Gratitude 13:14

5M ago13:14

13:14

Welcome to a very special episode of Your Business, Your Life!! Today, we’re celebrating an incredible milestone—our 100th episode! Four and a half years ago, Matt Di Francesco launched this podcast with one goal: to help business owners align their lives and businesses to create generational wealth. In this episode, Matt reflects on the journey, s…

1
“Bringing Clarity to Medicare – Open Enrollment,” “What is Going on in the Insurance Industry?” 47:54

6M ago47:54

47:54

Talk Money with Jim Shoemaker Join Jim Shoemaker, Claire Greene, Shannon Dyson, and Scott Jordan for an informative segment on “Bring Clarity to Medicare – Open Enrollment.” Plus, Katie Abart will give us the latest update on the “Insurance Industry: Why Are My Premiums So High!” "Helping You Make the Most of Your Money” Jim Shoemaker, CFP, ChFC, i…

1
“Economic Update; What Happens Now?” and “Stay Alert! Medicare Scams, Text Scams, Fraudulent Emails, and TSA PreCheck Scams” 48:45

6M ago48:45

48:45

Talk Money with Jim Shoemaker Join Jim Shoemaker, Rusty Leonard, and Scott Jordan for special post-election episode. They will discuss the critical question: What Happens Now? - along with the latest economic developments. In addition, Daniel Irwin brings important warnings about the growing threat of scams. Stay alert and protect yourself from Med…

1
99. How ESG Principles Can Drive Value for Your Collision Repair Shop with Eddie Hightower 28:45

6M ago28:45

28:45

To exit your business on your own terms and fund your ideal post-business life, increasing its value is essential. One powerful way to achieve this is by adopting Environmental, Social, and Governance (ESG) practices. Unfortunately, many collision shop owners are unaware of how ESG practices can significantly impact their business's value, leading …

1
“Aging with Dignity: What are Your Five Wishes” and “What are the Differences in Boomers and Millennials?” 48:45

6M ago48:45

48:45

Talk Money with Jim Shoemaker Join Jim Shoemaker and Paul Malley as they cover an important topic, “Aging with Dignity: What are Your Five Wishes?” Additionally, Abby Wilson and Scott Jordan will explore an engaging topic: “What are the Differences in Boomers and Millennials?” "Helping You Make the Most of Your Money” Jim Shoemaker, CFP, ChFC, is a…

1
“Medical Bills: Are They Correct?,” “Helping Young Parents with Designing a Well-Rounded Financial Plan,” and “Key Questions When Selecting an Advisor” 48:19

6M ago48:19

48:19

Talk Money with Jim Shoemaker Join Jim Shoemaker and Shannon Dyson as they help to bring clarity to “Medical Bills: Are They Correct? To Pay or Not to Pay!” Plus, Jason Herrington and Jacob Norman answering questions about “Designing a Well-Rounded Financial Plan for Young Parents” and “Key Questions to Ask When Selecting an Advisor.” "Helping You …

1
"Bringing Clarity to Medicare: Open Enrollment” and “Insurance: What is going on?” 48:32

7M ago48:32

48:32

Talk Money with Jim Shoemaker Join Jim Shoemaker, Claire Greene, and Scott Jordan as they bring clarity to Medicare during the Open Enrollment period. Get options on how to navigate your options effectively! Plus, Katie Abart will answer questions about the ever-changing world of Property and Casualty Insurance. Stay informed! "Helping You Make the…

1
“Importance of Active Management in Fixed Income Investing" and “Investing in Experiences vs. Investing in the Future" 48:40

7M ago48:40

48:40

Talk Money with Jim Shoemaker Join Jim Shoemaker, Timothy Meggs, and Scott Jordan as they cover points on the “Importance of Active Management in Fixed Income Investing". Cullen West will share the difference in "Investing in Experiences vs. Investing in the Future" "Helping You Make the Most of Your Money” Jim Shoemaker, CFP, ChFC, is an investmen…

1
"Ways To Catch Up On Retirement Savings," and "Helping in the Aftermath of Hurricane Helene" 48:16

7M ago48:16

48:16

Talk Money with Jim Shoemaker Join Jim Shoemaker, Ted Minor, and Scott Jordan as they cover concerns on “How Do I Catch Up on My Retirement Savings?” Daniel Irwin, Better Business Bureau, gives advice on “Helping in the Aftermath of Hurricane Helene.” Stay Alert! "Helping You Make the Most of Your Money" Jim Shoemaker, CFP, ChFC, is an investment a…

1
98. The Collision Industry’s Hotbed for Buyers: What’s Driving the Boom? with Laura Gay 33:03

7M ago33:03

33:03

The collision repair industry is growing quickly, with more private equity and buyers showing interest. This creates a great opportunity for shop owners to take advantage of the booming market. However, selling a shop can be complicated, and owners who focus on increasing their shop's value and getting professional help will have the best chance to…

1
“Predatory Lending; Beneficial or Destructive?” and “Strategies to Maximize Your Credit Card Rewards”. 48:45

7M ago48:45

48:45

Talk Money with Jim Shoemaker Join Jim Shoemaker, Travis Moody, and Scott Jordan as they shed light on “predatory lending.” Is it beneficial or destructive? Forward Memphis may be able to help. Michael Powell provides “Strategies to Maximize Your Credit Card Rewards.” "Helping You Make the Most of Your Money” Jim Shoemaker, CFP, ChFC, is an investm…

1
“How is the AI World Changing?,” “Stock Market Basics” and “Fundamentals” 48:25

7M ago48:25

48:25

Talk Money with Jim Shoemaker Join Jim Shoemaker, Dr. Kevin Westbrook, and Scott Jordan as they give an update on “How is the AI World Changing?” Timmothy Meggs and Scott Jordan will educate us on “Stock Market Basics.” "Helping You Make the Most of Your Money” Jim Shoemaker, CFP, ChFC, is an investment advisor representative offering advisory serv…

1
97. Automation in Action: Boosting Efficiency and Reducing Backlogs in the Collision Industry with Phillip Brown 30:41

7M ago30:41

30:41

Many collision shop owners struggle with managing project backlogs and inefficiencies due to outdated or disjointed software systems, leading to delays, increased manual workloads, and difficulty in tracking key tasks. These issues not only slow down operations but also prevent shops from maximizing their productivity and retaining top talent. Join…

1
“Things to Consider if You Want to Age in Place,” “Scam School: Understanding Privacy Policies, Navigating Political Calls & Texts, and Identifying Fake Job Offers” 48:47

8M ago48:47

48:47

Talk Money with Jim Shoemaker Join Jim Shoemaker, Rob Clement, and Scott Jordan to discover “Things to Consider if You Want to Age in Place.” Meanwhile, Daniel Irwin from BBB, will guide us through “Scam School: Understanding Privacy Policies, Navigating Political Calls & Texts, and Identifying Fake Job Offers” "Helping You Make the Most of Your Mo…

1
96. Building the Future: Talent, Technology, and Training in the Automotive Industry with Diane Benting 18:54

8M ago18:54

18:54

Finding skilled talent in the collision repair industry has become increasingly difficult due to a shortage of experienced technicians and a lack of new entrants into the field. As the industry evolves with advancements in technology and repair techniques, shops struggle to attract candidates who possess both the technical skills and adaptability n…

1
“Update on Social Security for 2024,” “How to Select an Advisor,” and “More about the Fundamentals” 48:34

8M ago48:34

48:34

Talk Money with Jim Shoemaker Join Jim Shoemaker, Kurt Czarnowski, and Scott Jordan as they investigate “Social Security for 2024.” Jason Herrington and Scott Jordan will give tips on “What to Look for in Selecting an Advisor.” "Helping You Make the Most of Your Money” Jim Shoemaker, CFP, ChFC, is an investment advisor representative offering advis…

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Shoemaker Financial Podcasts

Podcasts Worth a Listen