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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.
May 29, 2024#27 - Protecting RetirementAre you re-married? Are you concerned about your current spouse receiving your retirement benefits? How do you make sure your current spouse is taken care of if an ex-spouse is also entitled to certain retirement benefits? Join Kaki as she answer's listener questions. ...more11minPlay
May 22, 2024#26 - Is it Financial Abuse?Is this Financial Abuse? Kaki answers a listener question on this topic. Abuse is about power and control. If you are experiencing abuse, seek help. 1-800-799-SAFE...more12minPlay
May 15, 2024#25 - Selling Inherited HomesAngelique will be the executor of her fathers estate. She wants to understand the tax consequences of selling an inherited home. Join Kaki as she answers listener questions. ...more10minPlay
May 08, 2024#24 - Contractor vs. EmployeeWhat if you have the choice between a 1099 contractor position and being classified as a full time employee.... how do you think about that decision. Join Kaki as she talks to Sam about the process to think through this decision. ...more13minPlay
May 01, 2024#23 - InheritanceAmelia received an inheritance from her Grandmother with a note saying to enjoy the money. How do I think about this inheritance? Join Kaki as she helps Amelia plan ahead. Kaki also explains Depreciation in this episode. ...more8minPlay
April 24, 2024#22 - Can I count on Social Security?There are some scary headlines about social security running out of money. So how do we know if we should count on social security in retirement, and am I still better off waiting until age 70 to take social security? Join Kaki as she answers a question from Roger. We also talk about the Trustees report: Trustees Report Summary (ssa.gov)...more11minPlay
April 17, 2024#21 - Student Loan GuidanceAmber wants help with paying down student loans and saving for retirement at the same time. Join Kaki as she helps provide a framework for thinking planning student loan paydown and saving. ...more11minPlay
April 10, 2024#20 - Help! I'm a SpenderWe all have money types. Some are Savers, others are Spenders. Have you ever felt like your spending was out of control? Join Kaki as she offers help to an Anonymous Listener. Links: Full article: Money types, money beliefs, and financial worries: An Australian study (tandfonline.com) Factors Affecting Impulse Buying Behavior of Consumers - PMC (nih.gov) ...more13minPlay
April 03, 2024#19 Retirement IncomeDoes it matter if you pull money from a taxable brokerage account vs. an IRA during retirement? Kaki helps Martin look both ways in creating his retirement income. ...more12minPlay
March 27, 2024#18 - Combine Money?Have you ever wondered how couples combine or don't combine finances? Alison is newly married and looking for guidance. Join Kaki Perdue as she talks through a few options for Alison. ...more11minPlay
FAQs about Look Both Ways Financial:How many episodes does Look Both Ways Financial have?The podcast currently has 57 episodes available.