Episode 8: Investment Basics: The Science of Diversification – Part Two



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 investments are important
  • How different investments have different characteristics
  • How to evaluate whether an investment is right for you
  • How your advisor figures out to mix different assets in a portfolio or asset allocation 
  • And more!  

Tune in to find out how you can help manage risk through diversification today! 

Resources: SJI Financial Services | Email Jim Bishopp | Call us at (520) 326-6133 | Jim Bishopp on LinkedIn | Investment Basics Part One| https://youtu.be/zvUCXVc9T7E 

Investment Advisor representative and registered representative of, and securities and investment  advisory services offered through Voya Financial Advisors, Inc (member SIPC) 

SJI Financial Services is not a subsidiary of nor controlled by Voya Financial Advisors. 

The opinions expressed in this podcast are those of the speaker and may not necessarily reflect those held by Voya Financial Advisors. Comments concerning the past performance [e.g. monetary  instruments, investment indexes, or international markets] are not intended to be forward-looking and should not be viewed as an indication of future results.  

Using diversification/asset allocation as part of your investment strategy neither assures nor guarantees better performance and cannot protect against loss in declining markets.

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Episode 7: Investment Basics: Why Some Risk May Be a Good Idea



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 come across. 

In this episode you will learn: 

  • Three common factors that may influence how much risk an individual can take
  • Where a public service worker might be comfortable taking on more risk, and on what accounts
  • What happens when you don’t want to lose money when taking risks
  • Is risk an “all or nothing” proposition
  • How to figure out your risk tolerance
  • And more!  

Listen in to find about risk/reward and how it may impact your financial future.

Resources: SJI Financial Services | Email Jim Bishopp: (520) 326-6133 | Jim Bishopp |  Investment Basics 

Investment Advisor representative and registered representative of, and securities and investment  advisory services offered through Voya Financial Advisors, Inc (member SIPC) 

SJI Financial Services is not a subsidiary of nor controlled by Voya Financial Advisors. 

The opinions expressed in this podcast are those of the speaker and may not necessarily reflect those held by Voya Financial Advisors. Comments concerning the past performance [e.g. monetary  instruments, investment indexes, or international markets] are not intended to be forward-looking and should not be viewed as an indication of future results.                                                                                                          

Investments are not guaranteed and are subject to investment risk including the possible loss of principal. The investment return and principal value of the security will fluctuate so that when redeemed, may be worth more or less than the original investment. Generally, the greater an investment’s possible reward over time, the greater its level of price volatility, or risk.

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Episode 6: Why You May Need a Financial Advisor — With Steve Bishopp



Thinking about doing finances yourself? You may want to reconsider! 

In this episode, Jim Bishopp is joined again by his brother and financial advisor, Steve Bishopp of SJI Financial Services. Together, they share the importance of hiring a financial advisor, how they guide their clients, and explore the consequences of taking care of your finances! 

In this episode, you will learn: 

  • What a day looks for Jim and Steve Bishopp as advisors 
  • How they source through information to deliver data and guidance that is most beneficial for you 
  • How much time they spend on portfolio construction
  • Why is it important for advisors to focus on specific areas
  • And more! 

Tune in to find out why you may need a financial advisor today! 

Resources: SJI Financial Services | Email Jim Bishopp: (520) 326-6133 | Jim Bishopp 

Investment Advisor representative and registered representative of, and securities and investment advisory services offered through Voya Financial Advisors, Inc (member SIPC)

SJI Financial Services is not a subsidiary of nor controlled by Voya Financial Advisors.

The opinions expressed in this podcast are those of the speaker and may not necessarily reflect those held by Voya Financial Advisors. Comments concerning the past performance  [e.g. monetary instruments, investment indexes, or international markets] are not intended to be forward-looking and should not be viewed as an indication of future results

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Episode 5: Estate Planning in the Public Safety Sector — With Nolan Reidhead and Nate Weber



You’re never too young to start estate planning especially in the public safety sector! 

In this episode, Jim Bishopp speaks with guests Nolan Reidhead, founder and estate planning attorney of Reidhead Law Group, and Nate Webber, fire captain at the Tucson Fire Department. Together they discuss the importance of estate planning within the public safety sector and share real-life experiences as to why an estate plan is genuinely important for you! 

In this episode, you will learn: 

  • Estate planning benefits for union and public safety workers
  • The importance of estate planning for young adults in public safety
  • How guardianship works in estate planning
  • And more! 

Tune in to learn about the importance of estate planning in the public safety sector today! 

Resources: SJI Financial Services | Email Jim Bishopp: (520) 326-6133 | Jim Bishopp | Nolan Reidhead  | Tuscan Fire Department

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Investment Advisor representative and registered representative of, and securities and investment advisory services offered through Voya Financial Advisors, Inc (member SIPC)

SJI Financial Services is not a subsidiary of nor controlled by Voya Financial Advisors.

The opinions expressed in this podcast are those of the speaker and may not necessarily reflect those held by Voya Financial Advisors. Comments concerning the past performance  [e.g. monetary instruments, investment indexes or international markets] are not intended to be forward looking and should not be viewed as an indication of future results

Nolan Reidhead and Reidhead Law Group are not affiliated with Voya Financial Advisors.

Nate Webber and the Tuscon Fire Department are not affiliated with Voya Financial Advisors.

Neither Voya Financial Advisors nor its representatives offer tax or legal advise. Please consult with your tax and legal advisors regarding your individual situation.


Episode 4 – The Fundamentals of Estate Planning — With Guest Nolan Reidhead



What is estate planning and why is it so important?

In this episode, Jim Bishopp speaks with estate planning attorney and founder of Reidhead Law Group, Nolan Reidhead. Together they explore the fundamentals of estate planning, how they work together to achieve the best possible outcomes for your estate, and share valuable information that you wouldn’t want to miss! 

In this episode, you will learn: 

  • What estate planning is
  • The goal of an estate planning attorney
  • The 3 primary and crucial documents in estate planning
  • Costly mistakes that can be made when building your estate plan
  • The difference between a trust and a will
  • And more! 

Listen in now to learn more about the fundamentals of estate planning with guest Nolan Reidhead! 

Resources: SJI Financial Services | Email Jim Bishopp: (520) 326-6133 | Jim Bishopp | Nolan Reidhead  

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Investment Advisor representative and registered representative of, and securities and investment advisory services offered through Voya Financial Advisors, Inc (member SIPC)

SJI Financial Services is not a subsidiary of nor controlled by Voya Financial Advisors.

The opinions expressed in this podcast are those of the speaker and may not necessarily reflect those held by Voya Financial Advisors. Comments concerning the past performance  [e.g. monetary instruments, investment indexes or international markets] are not intended to be forward looking and should not be viewed as an indication of future results

Nolan Reidhead and Reidhead Law Group are not affiliated with Voya Financial Advisors. 

Neither Voya Financial Advisors nor its representatives offer tax or legal advice. Please consult with your tax and legal advisors regarding your individual situation.


Episode 3 – The Benefits of Working for a Public Employer — With Guest Steve Bishopp



Many public sector workers feel undervalued, unpaid and misunderstood but many times they don’t realize the benefits or resources they have available to them! 

On this episode of the Money Study podcast Jim Bishopp is joined by his brother and financial advisor, Steve Bishopp from SJI Financial Services. They discuss the main benefits of working for a public employer and help educate you on what those benefits are worth and why they’re so valuable!  

In this episode, you will learn: 

  • Why many public sector employees feel undervalued
  • The difference between the value of a pension vs the value of any other retirement vehicle 
  • If public sector employees get Social Security
  • Ideas and resources that help create extra retirement savings 
  • And more! 

Tune in to learn some of the amazing benefits of working for a public employer! 

Resources: SJI Financial Services | Email Jim Bishopp: (520) 326-6133 | Jim Bishopp | https://www.ssa.gov/ 

Investment Advisor representative and registered representative of, and securities and investment advisory services offered through Voya Financial Advisors, Inc (member SIPC)

SJI Financial Services is not a subsidiary of nor controlled by Voya Financial Advisors.

The opinions expressed in this podcast are those of the speaker and may not necessarily reflect those held by Voya Financial Advisors. Comments concerning the past performance  [e.g. monetary instruments, investment indexes or international markets] are not intended to be forward looking and should not be viewed as an indication of future results

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Episode 2 – Becoming a Client With SJI Financial



There hasn’t been a better time to reach out to a financial advisor than NOW

In this episode, Jim Bishopp guides you through his client onboarding process. He shares how communication between new clients and advisors take place, who his ideal clients are, and the steps he takes to help you achieve success with your financial planning! 

In this episode, you will learn:

  • How you can reach out to Jim and his advisors
  • The different steps Jim takes to find a solution to your particular financial issue
  • How often he will meet with his clients
  • What you should bring when meeting with Jim and his advisors
  • And more!

Tune in to learn the ins and outs of becoming a client with Jim Bishopp!

Resources: SJI Financial Services | Email Jim Bishopp: (520) 326-6133 |  Jim Bishopp 

Investment Advisor representative and registered representative of, and securities and investment advisory services offered through Voya Financial Advisors, Inc (member SIPC)

SJI Financial Services is not a subsidiary of nor controlled by Voya Financial Advisors.

The opinions expressed in this podcast are those of the speaker and may not necessarily reflect those held by Voya Financial Advisors. Comments concerning the past performance  [e.g. monetary instruments, investment indexes or international markets] are not intended to be forward looking and should not be viewed as an indication of future results

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Episode 1 – Meet Jim Bishopp, The President of SJI Financial Services



SJI Financial Services presents to you The Money Study Podcast with Jim Bishopp

In this inaugural episode, Jim Bishopp introduces himself, his business, and what he can do to help you reach your financial goals. He shares his passion and drive for the financial services and dives deep into who he is as a person. 

In this episode, you will learn:

  • Who Jim Bishopp is and why he decided to work in the financial services  
  • What he focuses on and who his ideal clients are 
  • The pillar to Jim’s financial philosophy 
  • One thing most people don’t know about Jim Bishopp
  • And more!

Tune in and get to know Jim Bishopp, President of SJI Financial Services 

Resources: SJI Financial Services | jbishopp@sji.us.com: (520) 326-6133 | Connect with Jim Bishopp on Linkedin 

Investment Advisor representative and registered representative of, and securities and investment advisory services offered through Voya Financial Advisors, Inc (member SIPC)

SJI Financial Services is not a subsidiary of nor controlled by Voya Financial Advisors.

The opinions expressed in this podcast are those of the speaker and may not necessarily reflect those held by Voya Financial Advisors. Comments concerning the past performance  [e.g. monetary instruments, investment indexes or international markets] are not intended to be forward looking and should not be viewed as an indication of future results. 

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