He Said She Said the Money Guide Podcast
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Tune in and find out what is on the minds of two long-practicing, fee-only financial planners Jay Furst and Certified Financial Planner Cheryl Costa. Cheryl and Jay chat weekly about the markets and a wide range of personal finance topics.
He Said She Said the Money Guide Podcast
2d ago
Do we have a winner? It certainly is not the Oracle of Omaha. Does everyone want out of Florida, how selling your house has gotten more expensive (especially in MA) and watch out for that back door Roth conversion. Plus good new for the cannabis industry ..read more
He Said She Said the Money Guide Podcast
2w ago
You might have to take distributions every year over the next ten. Unless you don’t. That should clear it up. Plus non-competes banned, the gap between your current mortgage rate and a potential new one is bigger than ever. Plus GM may not have been completely forthcoming ..read more
He Said She Said the Money Guide Podcast
3w ago
Tax Day Fun – hope you didn’t roll over that $1 million SEP into a regular account accidentally. Tesla heading south. So is DJT. Yet another security breach, this time at AT&T. Plus $100 commissions for some ETF purchases at Fidelity and technology to monitor your bathroom use. That was not a typo ..read more
He Said She Said the Money Guide Podcast
1M ago
Satellite images can impact your home insurance. Which states are seeing the largest increases? That 529 to Roth rollover might be taxed in your state. Plus college costs approach $100K annually and you can now leverage your bet on Bitcoin. What a break ..read more
He Said She Said the Money Guide Podcast
1M ago
Hint: you were probably sold the Advantage plan. Are ESPPs a no-brainer? File your taxes or the IRS will come knocking…eventually. Plus you may get charged to email with your doctor ..read more
He Said She Said the Money Guide Podcast
1M ago
Those 6% commissions could be a thing of the past but how will this impact the market. Buyers’ brokers, sellers’ brokers and underlying home values. Closing costs are on the rise, mostly due to interest rate buy-downs. Smart or not so much ..read more
He Said She Said the Money Guide Podcast
2M ago
It could be why your car insurance went up. Inflation is under control, Bitcoin is not. A parlay to cover your college loans might not be the best decision and no, your 401(k) is not in danger of being seized ..read more
He Said She Said the Money Guide Podcast
2M ago
There are more $100 bills than any other denomination. Hmmm. Nvidia knocks off Meta for the one-day growth record, the market rolls on but your appliances might not. Plus Jay vents about Chase ..read more
He Said She Said the Money Guide Podcast
2M ago
Yes, seriously. Tax bills for iBonds, a dating app based on your credit scores (yes, seriously) and carrying a mortgage in retirement. Plus NVDA reports earnings. Can we get a giddyup ..read more
He Said She Said the Money Guide Podcast
3M ago
Americans are turning 65 at a record pace, student loan payments may be eligible for a 401(k) match and that HELOC has gotten expensive. Plus non-auto insurance and guidelines for converting your 529 to a Roth IRA ..read more