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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.
June 12, 2024Friends with Benefits (Episode 239)Please keep your IRA beneficiaries up to date. Stashing cash throughout the house, perjury from a hardship withdrawal, how $99 in bets costs nearly $740K and Apple joins the AI crowd. Plus more on inflation and Gamestop....more29minPlay
June 05, 2024Roaring Kitty Teams Up with Barstool Sports (Episode 238)Or so it seems from the latest meme stock frenzy. Graceland to auction? Beware of the Augusta, student loan rates are increasing and the IRS is waiving penalties for failure to take distributions from inherited IRAs. Yes…again....more29minPlay
May 16, 2024Meme Stocks, They’re Baaaccckkk (Episode 237)Market insanity around meme stocks and one stock ETFs. FTX account holders to be made whole (unless the hedge funds got to you first) and hospitals demanding payment before surgery. Plus the rent vs buy dilemma and the danger of winning the marathon and finding out years later....more27minPlay
May 08, 2024The Most Boring Man in the World (Episode 236)Do we have a winner? It certainly is not the Oracle of Omaha. Does everyone want out of Florida, how selling your house has gotten more expensive (especially in MA) and watch out for that back door Roth conversion. Plus good new for the cannabis industry....more28minPlay
May 01, 2024Curious Cheryl Buys a Car (Episode 235)She loves her new Highlander. Buy Now Pay Later impacting your credit score, job scams targeting young people and many people are retiring earlier than planned....more25minPlay
April 25, 2024Inherited IRA Befuddlement (Episode 234)You might have to take distributions every year over the next ten. Unless you don’t. That should clear it up. Plus non-competes banned, the gap between your current mortgage rate and a potential new one is bigger than ever. Plus GM may not have been completely forthcoming....more27minPlay
April 16, 2024What a Sh.. Show (Episode 233)Tax Day Fun – hope you didn’t roll over that $1 million SEP into a regular account accidentally. Tesla heading south. So is DJT. Yet another security breach, this time at AT&T. Plus $100 commissions for some ETF purchases at Fidelity and technology to monitor your bathroom use. That was not a typo....more30minPlay
April 09, 2024Big Brother is Still Watching (Episode 232)Satellite images can impact your home insurance. Which states are seeing the largest increases? That 529 to Roth rollover might be taxed in your state. Plus college costs approach $100K annually and you can now leverage your bet on Bitcoin. What a break?!...more34minPlay
March 26, 2024Medicare Advantage vs Medicare with Medigap (Episode 231)Hint: you were probably sold the Advantage plan. Are ESPPs a no-brainer? File your taxes or the IRS will come knocking…eventually. Plus you may get charged to email with your doctor....more31minPlay
March 19, 2024The Real Estate Issue (Episode 230)Those 6% commissions could be a thing of the past but how will this impact the market. Buyers’ brokers, sellers’ brokers and underlying home values. Closing costs are on the rise, mostly due to interest rate buy-downs. Smart or not so much?...more25minPlay
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.