Finance In A Flash

Getting married is one of the biggest decisions of any persons life. On this episode of Finance in a Flash, Chip interviews John to discuss making financial decision as newly weds.  

For better or worse, the financial decisions that young adults make have an ongoing impact on their lives.  On this episode of Finance in a Flash, Chip and John give some advice to recent graduates on how to build a solid financial foundation.  

Making the decision to retire is a difficult one.  On this episode of Finance in a Flash Chip and John discuss the moving parts, many unknowns and variables that are at play that can impact the outcome and ultimately the probability of a successful retirement.  

On this episode of Finance in a Flash, Chip and John discuss a few situations that might warrant  selling an investment, and some rules of thumb to consider when deciding on whether to sell an investment!

Is it best to contribute to your company sponsored 401k plan, a Roth IRA, or a personal brokerage account? The answer depends on many factors. Chip and John hash out some of those factors on this episode of Finance in a Flash!

When it comes to taking account distributions, which account is best - IRAs, Roth IRAs, Brokerage accounts or 401k plans? Chip and John discuss tax strategies and other considerations to take into account when deciding which account to take a distribution from! 

On this episode of Finance in a Flash Chip and John sit down to discuss, tax-efficient investing and the importance of “Asset Location.”  Chip and John talk about which types of investments should be held in which accounts and why that may vary based on your stage in life.  

On this episode of Finance in a Flash, Chip and John give an update on the economy and financial markets. Chip and John talk about the Federal Reserve, inflation, the market, and much more! 

On this episode of Finance In A Flash,  Chip and John discus Money Markets! We dive into what a Money Market is, FDIC limits, what role Money Market accounts play, and so much more!  

On this episode of Finance In A Flash, we wrap up our series on Estate Planning by discussing common types of trusts. Chip and John briefly discuss several common types of trusts, their objectives, pros and cons, and tax and estate implications!