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.
Bonus Call: How to Find an Advisor
Finding a financial advisor is never easy. It’s hard to find somebody you feel totally comfortable with, especially when it comes to your finances. That’s what we’re discussing on the latest bonus call with Frances from New England.
Ep.96 – Celebrating Thanksgiving with NerdWallet
I’m admittedly not the biggest fan of holiday shopping. That said, I realize it’s a necessary evil. So if I’m going to do it, I want to be well informed. That’s where today’s guest, Kimberly Palmer, comes into the picture. Kimberly writes about credit cards and personal finance for NerdWallet, the site that helps people make and manage financial decisions by comparing products available from various banks, insurance companies, etc.
Bonus Call: Retirement Plan
Who doesn’t want to retire earlier than expected? Unfortunately, the reality is that most of us can’t. Is our latest bonus caller Mark one of the lucky ones? Press play to find out!
Ep.95 – State of the Economy with Diane Swonk
You guys know I’m a sucker for chatting with a rockstar economist, especially when it’s a woman! We did it earlier this year with Linda Yueh, and this week we’re doing it again with Diane Swonk.
Bonus Call: When to Use Bonds
You’re saving and saving and saving for retirement. Most of it is in stocks…but what about bonds? Do you need them and what’s the best way to start mixing them in? That’s what we chatted about with Dee from Seattle on the latest bonus call.
