When considering a job offer, there are many factors to consider, perhaps none more important than the retirement plan.
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.
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.
