Nick Martell and Jack Kramer spent their early days working in finance but quickly realized something was missing. It wasn’t they wanted to do. So they started side hustling, while still working at two different Wall Street banks.
It’s becoming more and more common for workplace retirement plans to offer a Roth 401(k) option. The next question is whether or not you should be using it. That’s what Shirley wanted to know on the latest BONUS call.
What kind of fees should I be paying my advisor? Will I have taxes and required minimum distributions with my Roth IRA? I’m 17, how can I create a budget? Those questions and more as we attempt to clear out the inbox!
Today, my old pal Gary Schatsky is in the house to talk about the industry, the state of fiduciary and one of the most oversold/misunderstood products, annuities. Gary is a practicing financial advisor who was way ahead of his time by championing comprehensive fee-only services for individuals, which at the time was almost unheard of.
Your husband thinks you’re on track for retirement, you’re not so sure. What do you do? If you’re like Laura from Seattle, you call me for an unbiased opinion!
The student loan picture in this country is not a pretty one. According to the Federal Reserve, over half of young adults who went to college took on some debt. It’s so bad that outstanding student loans have topped $1.4 trillion!
I’m so glad when people call me before they make another mistake with their current financial advisor. That’s the case on the latest BONUS call with Joe from California, who thankfully was sensing that something wasn’t quite right. This is a great call to learn from. If your gut is telling you something, get in touch with me!!
Should I refinance my student loans? Is debt consolidation the best option? Should I be using a Roth IRA? Those are the latest questions we answered as we attempt to clear out the inbox!
Where’s the connection between Pride and Better Off, besides the lesbian host? This week I chatted with Sarah Kate Ellis, President and CEO of GLAAD, the Gay & Lesbian Alliance Against Defamation.
Because there aren’t that many defined benefit pension programs out there anymore, we don’t get a ton of pension questions. But they do still exist, and every once in a while we’ll get a question from somebody trying to decide between a lump sum or monthly payments. That’s the case with Janet from California on the latest BONUS call.