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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 ... more
FAQs about He Said She Said the Money Guide Podcast:How many episodes does He Said She Said the Money Guide Podcast have?The podcast currently has 280 episodes available.
March 12, 2020What Volatility??? (Episode 49)The market went from practically no volatility to daily swings of 2-3% and more. Anyone notice? Robinhood crashes, travel insurance and the correlation between the President and the economy....more33minPlay
March 05, 2020Coronavirus and the Market Fallout (Episode 48)Markets had a brutal week. Fear is spreading rapidly. What should you do? Turn off the TV. What shouldn’t you do? Panic and sell all your stocks. Comparisons to prior events and a look at the numbers....more32minPlay
February 27, 2020You’re Not Buying Stock, You’re Buying A Business (Episode 47)CAT bonds could be paying out. So will the rich if a Democrat takes the White House. Fraud warnings, this time for the younger generation, VA loans. Wait – you didn’t tune in for the scoop on getting a Real ID…...more38minPlay
February 20, 2020No Prep for Cheryl (Episode 46)The coronavirus and its impact on the global economy, Charlie Munger says EBITDA is bulls… Flip phones making a comeback and some tax time reminders. Plus Cheryl had no time to prep....more28minPlay
February 13, 2020Long-Term Care Insurance - Is It Worth It? (Episode 45)The statistics are both alarming and misleading. Meanwhile, premiums are sky high and rising. Worth it? Tesla stock is sky high. Is it worth it? Elon Musk says yes while the short sellers say OUCH!...more36minPlay
February 06, 2020Brexit, Coronavirus, and an Inverted Yield Curve (Episode 44)There was a lot going on last week – should you care? Also, how people in their 50s and 60s are now supporting adult parents and adult kids. Finally, banks that will help you get your money back if you are the victim of a scam but only if you sign a non-disclosure agreement first....more31minPlay
January 30, 2020"Do I Need A Trust?" (Episode 43)Hats off to the 97 year old who qualified for a 30 year mortgage. And then there’s the guy who has ¾ of his retirement account invested in Tesla… This week’s podcast talks about trusts – what do they accomplish and when should you consider using one?...more42minPlay
January 23, 20203 Years to Financial Independence? (Episode 42)Cheryl shows how easily you can save for retirement. Is it worth it? Investor confidence is on the rise despite the economic outlook remaining stable. First, Congress takes away the Stretch IRA. What do they have on tap next to hurt your retirement? And whatever you do, don’t text and drive – insurers are coming for you. ...more37minPlay
January 16, 2020Lawyers, Insurance and Peter Lynch (Episode 41)His law degree didn’t land him a job but it did get him out of debt. If you’re worried about an IRS audit, congratulations – you must be making serious money. Make sure you can insure your home before signing the contract. New and improved(?) uses for your 529 funds. If all investments turned out like they did for Peter Lynch’s wife…...more34minPlay
January 09, 2020Financial To Do List for 2020 (Episode 40)Get the new year (decade?) off to a good start by checking these boxes. Don’t let it get you down that Cheryl took care of hers before 2020 was 24 hours old. We also put in some reminders to help you keep your 2019 taxes in check....more32minPlay
FAQs about He Said She Said the Money Guide Podcast:How many episodes does He Said She Said the Money Guide Podcast have?The podcast currently has 280 episodes available.