When considering a job offer, there are many factors to consider, perhaps none more important than the retirement plan.
Bonus Call: Paying Off Student Loans
We’re officially winding things down for the year, which means this week we’re going to give you a couple of our more memorable calls from 2018.
Bonus Call: When to Sell Real Estate
Is there ever a perfect time to sell real estate? Is there such a thing as trying to time the market? That’s the conversation on the latest bonus call with Gretchen from North Carolina.
Ep.100 – Eliminate Risk and Lower Your Tax Bracket
Let’s be honest…nobody likes paying Uncle Sam. I mean come on, who really wants to pay a big, fat tax bill?
Bonus Call: Should I Do a Roth Conversion?
This week we’re chatting with Laurie from Salt Lake City who wants to know if it makes sense to start converting some of her traditional IRA into a Roth.
Ep.99 – Mastering the Market Cycle with Howard Marks
It’s always a treat when we have a real Wall Street legend in the studio, and that’s the case on the latest episode as we chat with Howard Marks, author of Mastering the Market Cycle: Getting the Odds on Your Side.
Bonus Call: A Real Estate Dilemma
You own a condo and it’s paid off, but the condo association fees are really starting to annoy you. Should you ditch the condo and buy a house? That’s the dilemma facing Kristen from Portland, Oregon.
Ep.98 – Year-End Financial Planning Tips
December is upon us, which means I basically have your attention for about two more weeks max.
Bonus Call: My Old Retirement Plan
You started a new job but still have a 401(k) with the old employer. What should you do with it? Roll it into the new plan? Leave it where it is? Roll it into a rollover IRA? That’s what we’re discussing on the latest bonus call with Molly.
Ep.97 – Making Your Money Work with Swoup
Thanksgiving has come and gone, which means the holiday shopping season is upon us.
