‘Twas the week between Christmas and New Year’s, and not a soul was paying attention to their finances…except everyone scrambling to make year-end tax moves!
BONUS call 045
Welcome to the post-Christmas edition of the BONUS call! Only in his early 50s, Jeff from Georgia already has well over a million dollars and wanted to run his longterm game plan by us. Is this a good time to try some market timing??
Ep. 051 – Tax Reform and What it Means for You
This week we’re doing something a bit different. No guest! Just me diving deep and offering up my two cents on the GOP’s plan to remake the tax system for the first time in over three decades.
BONUS call 044
If you ever take a look at the investments in your retirement plan chances are you’ll see a bunch of target-date fund options. Sometimes people think they’re the best option…kind of like one stop shopping. And sometimes they are. But sometimes they aren’t, which is what Suzen from Chicago found out on the latest BONUS call.
Ep. 050 – Bond Boot Camp: What They Are and How They Work
We rarely dive into bonds in great detail–what they are, how they work, and why you absolutely need them, which is why I thought it would be time for a little Bond Boot Camp. Our leader for this mission on today’s podcast is Justin Land, aka the ultimate bond guru.
BONUS call 043
This week on the BONUS call it’s the age-old question about big city living…should I buy or keep on renting?
Ep. 049 – Financial Journalist Felix Salmon is a Curmudgeon and a Baker
Today it’s Felix Salmon, host of the Slate Money podcast, joining us on Better Off. If you’re not familiar with Felix, I think the best way to describe him is as a contrarian and/or curmudgeon…something he happily admits!
BONUS call 042
This week we have what I believe is our first call ever from Alabama as we welcome Katrina to the show.
