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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.
March 20, 2024#17 - Is it Enough?When do we know that we have enough to retire? How do we think about this decision in terms of how we live our lives? Join Kaki as she explores this question from Justin. ...more11minPlay
March 13, 2024#16 - Let it RideCan someone really buy a diversified mutual fund and then let it grow? Can you really do it on your own? Join Kaki as she answers listener questions. ...more10minPlay
March 06, 2024#15 - Credit score helpDo you have questions about how to improve your credit score? Join Kaki as she answers a question from Harrison about paying down a personal loan, and improving credit scores. ...more10minPlay
February 28, 2024#14 - Buy or RentAre you saving for a home purchase and now it seems unaffordable? Join Kaki as she answer's a question about buying a home or a rental property. ...more13minPlay
February 21, 2024#13 - HSA optionsDo you have a Health Savings Account from an old employer? What should you do with that old HSA? Plus, Kaki explains some of the pros and cons of the HSA. ...more12minPlay
February 14, 2024#12 Bonds 101Join Kaki as she provides a gentle overview of Bonds in plain English! ...more13minPlay
February 07, 2024#11 - Young EntrepreneurTina needs help - her son wants to invest in the S&P 500. Should she use a Custodial Roth IRA or an UTMA? What are the pros and cons of each account? ...more10minPlay
January 31, 2024#10 - Nest EggHow much money do I need to keep for my emergency fund? Join Kaki as she helps listeners learn with a personal story. ...more10minPlay
January 24, 2024#9 - Is 50/50 Right?How do I think about allocation between bonds and stocks? The Rule of Thumb just seems too conservative for me. ...more9minPlay
January 17, 2024#8 - Lost in FinanceWhat do you do if your spouse has terminal cancer? How do you prepare financially when you feel completely lost in the financial world? Join Kaki with candid advice. ...more14minPlay
FAQs about Look Both Ways Financial:How many episodes does Look Both Ways Financial have?The podcast currently has 57 episodes available.