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We are on a mission to help people feel SAFE, STRONG, and SECURE managing their own money. Kaki Perdue is a CPA and a CERTIFIED FINANCIAL PLANNER™ and she answers listener questions without judgement... more
FAQs about Look Both Ways Financial:How many episodes does Look Both Ways Financial have?The podcast currently has 57 episodes available.
August 14, 2024#37 - Credit Card pointsJohn has a credit card that earns airline miles. He is curious if a cash back card might be a better option for him. Join Kaki as she helps John think about the pros and cons. ...more8minPlay
August 07, 2024#36 - Trust and my Bank AccountJoin Kaki as she answers a listener question about putting a bank account inside a trust. Will the listener still be able to manage their bank account? Kaki answers in plain english!...more10minPlay
July 31, 2024#35 - What am I missing?Stephanie wants to retire at age 60. Should she pay off her house now? Will her assets be enough to let her stop working? ...more10minPlay
July 17, 2024#34 - The 8th WonderJoin Kaki as she tells a story about one of her clients and the power of compound interest. ...more12minPlay
July 10, 2024#33 - How do I project my retirement income?The calculators are giving me very different results. How do I think about how much retirement income I should expect? Join Kaki Perdue as she answers listener questions. ...more11minPlay
July 03, 2024#32 - Rapid Fire Q&AJoin Kaki as she answers listener questions about personal finance! Are there any benefits to switching from bi-weekly to weekly pay? Do I need to invest outside of my Roth IRA? What is the benefit of an HSA? Can I move money from my traditional IRA to my Roth IRA? ...more9minPlay
June 26, 2024#31 - Is an annuity right for meBetty is considering an annuity, but she is still a bit unsure. Join Kaki as she helps Betty decide if an annuity is right for her situation. ...more14minPlay
June 19, 2024#30 - 401k LoanBradley needs to buy a car soon. He wants to use a 401k loan so that he is paying himself interest, but he wants to know if there is anything else he should consider. Join Kaki as she answers listener questions. Its approachable!...more11minPlay
June 12, 2024#29 - Short Term InvestingAre you saving up for something big? You want to invest your money to get a return, but you need something safe? Join Kaki as she gives straight forward advice on short term investing. ...more11minPlay
June 05, 2024#28 - Reverse MortgageDo you know someone who's considering a reverse mortgage? How do you know if a reverse mortgage is a good or bad idea. Join Kaki - she provides an unbiased perspective answering listener questions. ...more12minPlay
FAQs about Look Both Ways Financial:How many episodes does Look Both Ways Financial have?The podcast currently has 57 episodes available.