WAW077: Top Financial Scams to Avoid

If you are interested in a 1-on-1 financial coaching session, please contact [email protected] to schedule a free consultation. We’re here for you.

In  this digital age, many of us are inundated with scam after scam after  scam. Some of these scams are very obvious, however, some of them have  gotten very sophisticated to the point where they’re very difficult to  detect. In this episode, we will go over the top financial scams to  avoid, how to spot them, and what to do if you fall prey into these  situations. Don’t let these scammers take your hard earned money.

As always, if you have any questions, comments, or topic recommendations, please email us at [email protected]. Subscribe to future episodes of “A Word About Wealth” as we strive to deliver financial entertainment to the masses.

References:


WAW076: Dealings with Money and Family

If you are interested in a 1-on-1 financial coaching session, please contact [email protected] to schedule a free consultation. We’re here for you.

Who  runs the money in your family? Do you manage it yourself? Or does your  spouse, parents, or some other relative manage your finances for you?  How is that money spent in your household? More importantly, how is that  money managed without getting into fights with your significant other?  Money and family has always been a touchy topic and there’s really no  silver bullet answer. In this episode, we take a dive into how to best  handle money with your family and provide some best practices and  personal insights. In any relationship, there’s always going to be  fights, but money doesn’t have to be one of them.

As always, if you have any questions, comments, or topic recommendations, please email us at [email protected]. Subscribe to future episodes of “A Word About Wealth” as we strive to deliver financial entertainment to the masses.

WAW075: Tax Platforms

If you are interested in a 1-on-1 financial coaching session, please contact [email protected] to schedule a free consultation. We’re here for you.

Do  you hear that sound? It's the collective groan of tax season, the once a  year gift from the US Government. While filing taxes is not the most  fun, there are some simple things you might be able to do to save a few  benjamins, namely filing your own taxes. Listen to this episode as we  talk about the various tax filing platforms out there that you (that's  right, you) can do to file your own taxes.

As always, if you have any questions, comments, or topic recommendations, please email us at [email protected]. Subscribe to future episodes of “A Word About Wealth” as we strive to deliver financial entertainment to the masses.

References:


3. Tax comparison article - www.nerdwallet.com/article/taxes/best-tax-software

WAW074: Can I Retire Now?

If you are interested in a 1-on-1 financial coaching session, please contact [email protected] to schedule a free consultation. We’re here for you.

With  the coming of the pandemic, many folks have been reflecting on the  thought of early retirement. But have you thought about what it takes to  successfully retire? Is it only a matter of money or do you need to  consider other aspects of your life before pulling that trigger? Find  out in this episode!

As always, if you have any questions, comments, or topic recommendations, please email us at [email protected]. Subscribe to future episodes of “A Word About Wealth” as we strive to deliver financial entertainment to the masses.

References:


WAW073: Word About Wealth Comeback Special

If you are interested in a 1-on-1 financial coaching session, please contact [email protected] to schedule a free consultation. We’re here for you.

Finally  … the Word has come back to podcasting! Sorry for the hiatus, but Kevin  and Van are officially back to give you the financial entertainment  that you’ve been missing. In this episode, find out what happened to the  hosts and why they haven’t recorded in such a long while. We’ll go over  the show updates and lay out all of the improvements that are planed  for this show. We hope you enjoy and continue to tune in!

As always, if you have any questions, comments, or topic recommendations, please email us at [email protected]. Subscribe to future episodes of “A Word About Wealth” as we strive to deliver financial entertainment to the masses.

WAW072: Does Good Debt Exist?

If you are interested in a 1-on-1 financial coaching session, please contact [email protected] to schedule a free consultation. We’re here for you.

One  of these days, your Uncle Bob will lecture you about “good debt” and  “bad debt”. It’s pretty obvious that things like credit cards and debts  you owe to the mob are bad. But what does Uncle Bob mean when he says  that some debt are good? Are student loans considered good debt? What  about car loans and mortgages? Should you get one of those too? Well,  let’s sit back, put on your headphones and let’s hear what Uncle Kevin  and Uncle Van has to say about this alleged “good debt”.

As always, if you have any questions, comments, or topic recommendations, please email us at [email protected]. Subscribe to future episodes of “A Word About Wealth” as we strive to deliver financial entertainment to the masses.

WAW071: Retired? What To Do Now?

If you are interested in a 1-on-1 financial coaching session, please contact [email protected] to schedule a free consultation. We’re here for you.

Many  people think that saving up for retirement is tough. But we have a  surprise for you … figuring out how to live off of your retirement nest  egg is event tougher. No worries though as we will discuss how we will  tackle this for our newly retired mother-in-law. Find out what you’ll  need to comfortably retire.

As always, if you have any questions, comments, or topic recommendations, please email us at [email protected]. Subscribe to future episodes of “A Word About Wealth” as we strive to deliver financial entertainment to the masses.

WAW070: 529, the Best Way to Save for College?

If you are interested in a 1-on-1 financial coaching session, please contact [email protected] to schedule a free consultation. We’re here for you.

Is  the 529 the best way to save for college? The 529 has been the most  recommended vehicle to save for college expenses, but there are some  serious drawbacks inherent with the 529 that everyone needs to consider.  What if your kid does not go to college? How will 529 impact financial  aid eligibility? Does a 529 pay for clown school? In this episode, we  take a look at other alternatives for college savings and discuss how it  may work out better for you than a 529.

As always, if you have any questions, comments, or topic recommendations, please email us at [email protected]. Subscribe to future episodes of “A Word About Wealth” as we strive to deliver financial entertainment to the masses.

WAW069: Who is Self-Reliant Financial Independence Coach?

If you are interested in a 1-on-1 financial coaching session, please contact [email protected] to schedule a free consultation. We’re here for you.

In  this episode, we take a closer look into Van’s Self-Reliant FI business  to find out what services he provide and how he can help you achieve  financial independence. There has been some confusion on what a  financial coach is and we wanted to use this episode to clear the air  and remove any ambiguities with that role. At Self-Reliant FI, we want  to be your guide for reaching your financial goals by bringing financial  literacy into your life.

As always, if you have any questions, comments, or topic recommendations, please email us at [email protected]. Subscribe to future episodes of “A Word About Wealth” as we strive to deliver financial entertainment to the masses.

WAW068: Reader Mail Edition # 6

If you are interested in a 1-on-1 financial coaching session, please contact [email protected] to schedule a free consultation. We’re here for you.

In this episode we answer our listener mail. Here is what’s on the docket:

1. How do you budget credit card purchases?

As always, if you have any questions, comments, or topic recommendations, please email us at [email protected]. Subscribe to future episodes of “A Word About Wealth” as we strive to deliver financial entertainment to the masses.