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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.
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
December 26, 2019How the SECURE Act May Impact You (Episode 39)The good (delayed required distributions), the bad (say goodbye to the stretch IRA) and the ugly (annuities in your 401(k) plan). Plus our first guests…for about 12 seconds....more32minPlay
December 19, 2019Topeka Anyone? And How NOT To Pick Funds for Your 401k (Episode 38)Incentives to move to Topeka and Italy. Hmmm…which one to pick? Investment selections in 401(k)s, using them to pay down debt or pay for college. Suggestions to make college admissions fairer. Tip of the week – Do NOT hide your money in the old boiler!...more37minPlay
December 13, 2019Year End Money Moves (Episode 37)He said it was her fault and she said it was his but either way, we apologize for the delay in this week’s podcast. Your year-end checklist includes money saving strategies in your retirement and brokerage accounts plus tips relating to FSAs, HSAs, and 529 plans....more32minPlay
December 05, 2019Inside Scoop for 2020 (Episode 36)Sorry - that fluff is for another podcast. Year-end reminders. Watch out for robo scams. Is it worth the cost to become a lawyer? Stay until the end for yet another of Cheryl’s pop quizzes....more42minPlay
November 28, 2019The Credit Card Show (Episode 35)Everything you ever (and likely never) wanted to know about credit cards. Also, how does Jay do on the credit card quiz?...more31minPlay
November 21, 2019Sexist Algorithms (Episode 34)What’s going on with the new Apple credit card? Trump vs. Powell in person. Google and the search for world dominance. Are we in a recession? Newsflash – it’s better to start investing early....more36minPlay
November 14, 2019Billionaires Beware (Episode 33)The tax collector could be knocking at your door. Changes to retirement plans for contributions and distributions. Newsflash – colleges are in it to make money and it costs a boatload....more32minPlay
November 07, 2019Big Brother is Watching (Episode 32)Everything you do online goes into a ranking known as your Consumer Score. The market went up in October but not as quickly as Cheryl’s blood pressure. Fitbit is now part of the Google empire and we discuss a listener’s question on family home dynamics....more34minPlay
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.