Episodes

  • 14. Understanding Cash Flow: Budgeting, Part 3 With Steve Bishopp

    14. Understanding Cash Flow: Budgeting, Part 3 With Steve Bishopp
    Nov 15 2021
    Most people have at least one kind of debt, whether that be a credit card, loan, or mortgage. The question is, how should you pay them off? In the final part of the three-part mini-series, Jim Bishop speaks with Steve Bishopp, a financial advisor at SJI Financial Services, about managing debt. They review the different … Continue reading 14. Understanding Cash Flow: Budgeting, Part 3 With Steve Bishopp →
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    23 mins
  • 13. The Backdoor IRA Conversion Process with Rhonda Murphy

    13. The Backdoor IRA Conversion Process with Rhonda Murphy
    Oct 25 2021
    There are a couple of different IRAs that most people can contribute to. What do you do when you can’t make a contribution to them? In this episode, Jim Bishop is joined by Rhonda Murphy, a financial advisor with SJI Financial Services. Rhonda dives into the process behind a backdoor IRA conversion and how to … Continue reading 13. The Backdoor IRA Conversion Process with Rhonda Murphy →
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    16 mins
  • 12. Understanding Cash Flow: Budgeting, Part 2 With Steve Bishopp

    12. Understanding Cash Flow: Budgeting, Part 2 With Steve Bishopp
    Sep 20 2021
    Budgeting is the process of creating a plan for how you will spend your money. A budget helps you keep track of your spending and ensures that your savings are on track for the future. In part two of this three-part mini-series, Jim Bishopp speaks with Steve Bishopp, financial advisor at SJI Financial Services, about … Continue reading 12. Understanding Cash Flow: Budgeting, Part 2 With Steve Bishopp →
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    22 mins
  • 11. Understanding Cash Flow, Part 1 With Steve Bishopp

    11. Understanding Cash Flow, Part 1 With Steve Bishopp
    Sep 6 2021
    In the first of a three-part mini-series, Jim Bishopp speaks with returning guest Steve Bishopp, a financial advisor at SJI Financial Services, about the importance of understanding your spending, having optimal control over your finances, and how knowing where your money is going will help make your life easier.  Jim and Steve Bishopp discuss:  A … Continue reading 11. Understanding Cash Flow, Part 1 With Steve Bishopp →
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    22 mins
  • 10. Investment Basics: Tuning Out the Noise

    10. Investment Basics: Tuning Out the Noise
    Jul 26 2021
    As investors, by now we all know the media sells you what you want to hear, but will it benefit your future or leave you with consequences you never imagined? In the fourth episode of the investment basics series, Jim Bishopp goes into detail about the consequences on a variety of investment influences or media … Continue reading 10. Investment Basics: Tuning Out the Noise →
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    20 mins
  • 9. Investment Basics: Staying the Course When the Market Turns Against You.

    9. Investment Basics: Staying the Course When the Market Turns Against You.
    Jul 12 2021
    We’ve all had that sinking sensation when the market goes against you, but what can we do to reassure ourselves and assess that our position is ready for anything the market throws at us? In the third episode of the investment basics series, Jim Bishopp explains the idea of staying on course when the market … Continue reading 9. Investment Basics: Staying the Course When the Market Turns Against You. →
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    16 mins
  • Episode 8: Investment Basics: The Science of Diversification – Part Two

    Episode 8: Investment Basics: The Science of Diversification – Part Two
    Jun 21 2021
    What is diversification and why is it important?  In the second episode of the investment basics series, Jim Bishopp discusses the idea of managing risk through diversification. He walks you through the components of developing a risk model, market influences, investment characteristics, and risk management!  In this episode you will learn:  Why the timeframe for … Continue reading Episode 8: Investment Basics: The Science of Diversification – Part Two →
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    24 mins
  • Episode 7: Investment Basics: Why Some Risk May Be a Good Idea

    Episode 7: Investment Basics: Why Some Risk May Be a Good Idea
    Jun 7 2021
    A lot of people want to save for retirement but don’t completely understand the “how” of investing in their savings.  In the first episode of the investment basics series, Jim Bishopp addresses common questions about the risks in your investments by sharing client experiences as well as useful information and facts you may not have … Continue reading Episode 7: Investment Basics: Why Some Risk May Be a Good Idea →
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    27 mins