Look Both Ways Financial

Look Both Ways Financial

By Look Both Ways FinancialEducationSelf-Improvement
Download on the App Store

Look Both Ways Financial episodes

  • #47 - Open Enrollment

    Do you feel lost and confused during open enrollment when it is time to select a medical insurance plan? You are not alone. Join Kaki as she describes, in plain English, a few steps to take as you decide which medical plan is right for you.

    16 min
  • #46 - Time Share

    Claire is about to take a vacation that requires a time share presentation. Join Kaki as she shares her own experience owning a time share as well as some things to consider before buying a time share.

    10 min
  • #45 - There are no 'dumb' questions

    This week Kaki answers questions that she has received recently with several people:


    1. Can I choose the brokerage for my investments?

    2. What happens to all the money when the stock market crashes? Who gets that money?

    3. Why doesn't my investment show a gain or loss for today?


    Funds mentioned in the podcast: VOO, FXAIX


    8 min
  • #44 Windfall Elimination

    In this episode Kaki answers a question from Marshall about the Windfall Elimination Provision. Marshall has a pension and wants to know if his social security is going to be lower due to the Windfall Elimination Provision.

    Windfall Elimination Provision (ssa.gov)

    Government Pension Offset (ssa.gov)

    11 min
  • #43 - Loans and Inheritance

    Samantha is in residency and she has student loans hanging over her. She has inherited some money and needs advice on what to do next with this money.

    Join Kaki as she offers down-to-earth advice to help Samantha think about her options.

    www.studentaid.gov is mentioned in this podcast.

    9 min
  • #42 - Fiduciary Advisor?

    In this episode Mary tried to find a fiduciary advisor, but she wasn't happy with the meeting. Join Kaki as she explains the murky waters of the "Fiduciary" label as well as giving guidance for Mary's situation.


    www.adviceonlynetwork.com is mentioned in this podcast.

    10 min
  • #41 - 401k Switch Concern

    What happens when your retirement plan at work gets moved? Evan's plan is moving from John Hancock to Voya - the move is making Evan nervous. Join Kaki as she helps Evan think about this change and helps Evan navigate this new change.

    11 min
  • #39 - Inherited IRA Question

    Nancy has inherited an IRA and isn't sure how to think about the distributions or the money in general. Join Kaki as she provides guidance including tax planning for required distributions.

    12 min

About Look Both Ways Financial

From the publisher's feed

We are on a mission to help people feel SAFE, STRONG, and SECURE managing their own money.