Look Both Ways Financial

Look Both Ways Financial

By Look Both Ways FinancialEducationSelf-Improvement
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Look Both Ways Financial episodes

  • #27 - Protecting Retirement

    Are 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.

    11 min
  • #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

    12 min
  • #25 - Selling Inherited Homes

    Angelique 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.

    10 min
  • #24 - Contractor vs. Employee

    What 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.

    13 min
  • #23 - Inheritance

    Amelia 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.

    8 min
  • #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)


    11 min
  • #21 - Student Loan Guidance

    Amber 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.

    11 min
  • #20 - Help! I'm a Spender

    We 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)


    13 min
  • #19 Retirement Income

    Does 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.

    12 min
  • #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.

    11 min

About Look Both Ways Financial

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