Welcome to One Went the Other Way, a podcast about your journey and finances.

Schedule an appointment with us at ⁠⁠⁠⁠⁠⁠https://www.financesforreallife.com/⁠⁠⁠⁠⁠⁠ 

Check out FINRA's Broker Check at ⁠⁠⁠⁠⁠⁠⁠https://brokercheck.finra.org/⁠⁠⁠⁠⁠⁠ 

IRA Contribution Limits: https://www.irs.gov/retirement-plans/plan-participant-employee/retirement-topics-ira-contribution-limits

Wanda Toro and Peggy Van Hook are registered representatives with, and securities offered through, LPL Financial, Member FINRA / SIPC.  

Investment advice offered through Finances for Real Life, a registered investment advisor and separate entity from LPL Financial.  

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Welcome to One Went the Other Way, a podcast about your journey and finances.

Schedule an appointment with us at ⁠⁠⁠⁠⁠⁠https://www.financesforreallife.com/⁠⁠⁠⁠⁠⁠

Check out FINRA's Broker Check at ⁠⁠⁠⁠⁠⁠⁠https://brokercheck.finra.org/⁠⁠⁠⁠⁠⁠

Wanda Toro and Peggy Van Hook are registered representatives with, and securities offered through, LPL Financial, Member FINRA / SIPC.

Investment advice offered through Finances for Real Life, a registered investment advisor and separate entity from LPL Financial.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Welcome to One Went the Other Way, a podcast about your journey and finances.

Schedule an appointment with us at ⁠⁠⁠⁠⁠⁠https://www.financesforreallife.com/⁠⁠⁠⁠⁠⁠

Check out our previous podcast on estate planning:

YouTube: https://youtu.be/CSIrStvDBDU

Spotify: https://open.spotify.com/episode/5v3jpJMopLQd1OroxeA3L0?si=68e3f30b51234e98

Check out our previous podcast on HSAs:

YouTube: https://youtu.be/IBDWKdGkfjQ

Spotify: https://open.spotify.com/episode/2gqqw4qMRa2JenJKbtbOoF?si=G8h-WFljSj-gNPrUGb3K1g

HSA info:

IRS Material: https://www.irs.gov/publications/p969

Check out FINRA's Broker Check at ⁠⁠⁠⁠⁠⁠⁠https://brokercheck.finra.org/⁠⁠⁠⁠⁠⁠

Wanda Toro and Peggy Van Hook are registered representatives with, and securities offered through, LPL Financial, Member FINRA / SIPC.

Investment advice offered through Finances for Real Life, a registered investment advisor and separate entity from LPL Financial.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Welcome to One Went the Other Way, a podcast about your journey and finances.

Schedule an appointment with us at ⁠⁠⁠⁠⁠⁠https://www.financesforreallife.com/⁠⁠⁠⁠⁠⁠

Check out FINRA's Broker Check at ⁠⁠⁠⁠⁠⁠⁠https://brokercheck.finra.org/⁠⁠⁠⁠⁠⁠

Wanda Toro and Peggy Van Hook are registered representatives with, and securities offered through, LPL Financial, Member FINRA / SIPC.

Investment advice offered through Finances for Real Life, a registered investment advisor and separate entity from LPL Financial.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Welcome to One Went the Other Way, a podcast about your journey and finances.

Schedule an appointment with us at ⁠⁠⁠⁠⁠⁠https://www.financesforreallife.com/⁠⁠⁠⁠⁠⁠

Check out FINRA's Broker Check at ⁠⁠⁠⁠⁠⁠⁠https://brokercheck.finra.org/⁠⁠⁠⁠⁠⁠

Wanda Toro and Peggy Van Hook are registered representatives with, and securities offered through, LPL Financial, Member FINRA / SIPC.

Investment advice offered through Finances for Real Life, a registered investment advisor and separate entity from LPL Financial.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Welcome to One Went the Other Way, a podcast about your journey and finances.Schedule an appointment with us at ⁠⁠⁠⁠⁠⁠https://www.financesforreallife.com/⁠⁠⁠⁠⁠⁠ Check out FINRA's Broker Check at ⁠⁠⁠⁠⁠⁠⁠https://brokercheck.finra.org/⁠⁠⁠⁠⁠⁠ Source: https://fred.stlouisfed.org/series/RHORUSQ156N# Wanda Toro and Peggy Van Hook are registered representatives with, and securities offered through, LPL Financial, Member FINRA / SIPC. Investment advice offered through Finances for Real Life, a registered investment advisor and separate entity from LPL Financial. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Welcome to One Went the Other Way, a podcast about your journey and finances.Schedule an appointment with us at ⁠⁠⁠⁠⁠⁠https://www.financesforreallife.com/⁠⁠⁠⁠⁠⁠ Check out FINRA's Broker Check at ⁠⁠⁠⁠⁠⁠⁠https://brokercheck.finra.org/⁠⁠⁠⁠⁠⁠ Wanda Toro and Peggy Van Hook are registered representatives with, and securities offered through, LPL Financial, Member FINRA / SIPC. Investment advice offered through Finances for Real Life, a registered investment advisor and separate entity from LPL Financial. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Welcome to One Went the Other Way, a podcast about your journey and finances.

Schedule an appointment with us at⁠⁠⁠⁠⁠⁠https://www.financesforreallife.com/⁠⁠⁠⁠⁠⁠ 

Check out FINRA's Broker Check at⁠⁠⁠⁠⁠⁠⁠https://brokercheck.finra.org/⁠⁠⁠⁠⁠⁠ 

Wanda Toro and Peggy Van Hook are registered representatives with, and securities offered through, LPL Financial, Member FINRA / SIPC.  

Investment advice offered through Finances for Real Life, a registered investment advisor and separate entity from LPL Financial.  

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Welcome to One Went the Other Way, a podcast about yourjourney and finances.

Schedule an appointment with us at ⁠⁠⁠⁠⁠⁠https://www.financesforreallife.com/⁠⁠⁠⁠⁠⁠ 

Check out FINRA's Broker Check at⁠⁠⁠⁠⁠⁠⁠https://brokercheck.finra.org/⁠⁠⁠⁠⁠⁠ 

Podcasts we referenced during the episode:

1. Index Funds: https://open.spotify.com/episode/236LyaSYVda2gbkE6na3ep?si=P0038l_OQGaSRkOl-nAl7Q
2. Mutual Funds: https://open.spotify.com/episode/4zZF9MKLzN3MC4WfawIbHU?si=XA3cGgb2RXKI_JWYoFwIiQ
3. Retirement Accounts and IncomeStreams: https://open.spotify.com/episode/75SJ19O7YKQb7lPfDexVQL?si=lD4QW-ygTY2eeW4-cpzRsw
4. Good life now and in the future: https://open.spotify.com/episode/1IOsjXueE251c8bnmUJGbw?si=G_SVqQ3fQsiU7EBMx3G9gA
5. Emergency Funds: https://open.spotify.com/episode/0qpoXB90gbwXgJXlVbYd9H?si=-aOI1_qiQIaIY3pm-TtYAw
6. Budgeting: https://open.spotify.com/episode/2t0WY1w0DQtljFpelG9vVd?si=CyTq9WIlQ7a37SM5Eukk4g

Wanda Toro and Peggy Van Hook areregistered representatives with, and securities offered through, LPL Financial, Member FINRA / SIPC.  

Investment advice offered throughFinances for Real Life, a registered investment advisor and separate entity from LPL Financial.  

The LPL Financial registered representative(s)associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Welcome to One Went the Other Way, a podcast about your journey and finances.

Schedule an appointment with us at ⁠⁠⁠⁠⁠⁠https://www.financesforreallife.com/⁠⁠⁠⁠⁠⁠ 

Check out FINRA's Broker Check at ⁠⁠⁠⁠⁠⁠⁠https://brokercheck.finra.org/⁠⁠⁠⁠⁠⁠ 

Wanda Toro and Peggy Van Hook are registered representatives with, and securities offered through, LPL Financial, Member FINRA / SIPC.  

Investment advice offered through Finances for Real Life, a registered investment advisor and separate entity from LPL Financial.  

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.