You’re investing, great!  Now we can take it a step further and learn how to optimize your taxes while investing.  Larry Ludwig will explain the best tax efficient investing practices.

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Here’s the best tip for surviving a bear attack: play dead. It will be good practice for when you’re actually dead a few seconds later.

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It’s Halloween and nothing is more frightening than money horror stories. Close the blinds, turn off the lights, light a candle and prepare to be scared.

Matt and Andrew haven’t always been smart with money, well Andrew mostly has. But even they have finance horror stories and will share them with us.

In 2007 everything Andrew touched turned to gold. He read in that secret magazine for high rollers, Forbes, that a housing company was basically printing money. In 2007. A housing company. He lost between $2-3000.

Matt’s first foray into the market was Sirius. Tanked, even Howard Stern couldn’t right the ship. He also incurred over $200 in overdraft fees through various drunken misadventures.

Matt got the lifetime ban hammer from ING because he may or may not have called a phone rep’s mother a very nasty word. In a McDonald’s parking lot adding to the horror.

Andrew lost $450 because he forgot to sign a complicated form that was otherwise perfectly filled out. Matt cashed out a 401K incurring all the penalties that entails.

Matt gave a cab driver carte blanche to charge his ATM card when his drunk friend puked outside the window. He got lucky and the bank refunded the overcharge.

Matt lost a day’s take from his job. His working theory is that he left the envelope on the roof of his car. Since it’s Halloween, my theory is that it was a ghost. Or aliens. Probably aliens.

It’s a scary world out there. Stay safe and have a great Halloween!

Show Notes

Hopfish IPA: An English style IPA.

The Bowery Boys Haunted Brooklyn: Here’s a special Halloween treat. One of my favorite podcasts. If you like history or just scary stories, check out the Bowery Boys annual Halloween podcast devoted to ghost stories of Brooklyn.

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Do you have lots of loose change hanging around?  Or ever find a tenner in a coat pocket?  Find out how to turn small change into big money.

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Author Farnoosh Torabi joins us to discuss how to navigate a relationship in which the woman earns more than her male partner.

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On a list of  biggest fears, public speaking is #2, death is #6.  So we’d rather be dead than give the eulogy.  Michael Port will help us overcome our fear.

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Do you feel like you always have to one-up your friends, colleagues, and neighbors when it comes to having nice things?  Stop that, you’re digging a hole.

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