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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 322 episodes available.
March 24, 2020I’m from the government and I'm here to help…. (Episode 51)Tax deadlines are changing day by day and the changes are confusing – make sure you don’t miss any of the deadlines. Are checks coming your way? It looks that way but the amounts will vary. Student loan payments can be waived but you have to ask. For the young folks, stay healthy and take advantage of the greatest market sale you’ve ever seen. Finally, who is more essential, your financial advisor or your local liquor store? We could debate this for years…...more42minPlay
March 18, 2020Covid-19 and the Markets (Episode 50)“This time it’s different.” Honestly, its not. This time is un-nerving because it’s happening now. Is it scary? Sure. Does history tell us to embrace a bear market despite our fears?? Absolutely....more38minPlay
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
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 322 episodes available.