Kelly Peeler, founder and CEO of NextGenVest, a free text message service to help students navigate the college selection and financial aid and student loan processes.
Are you retired? Retiring soon? Perhaps are younger and wondering if you’ll have enough money when the time comes? That’s what the latest BONUS call with Alison from California is all about.
When you hear my unabashed enthusiasm and connection with today’s guest, Nicole Lapin, I think you will understand why we hit it off so quickly.
This week on the BONUS call we talked to Brian from Seattle who was wondering if he should still be paying for disability insurance. Insurance questions are always tricky and very specific so there’s no standard answer.
Sure, I could do this on my own but thought it would be much more fun to have a partner in crime, so I borrowed Alex Benke, CFP®, from our sponsor, Betterment.
Do you have a financial advisor? Are you looking for one? Do you know how much you’re paying this person?
With Tax Day right around the corner, our guest, Ed Slott, CPA, is in the house to review some last-minute tips, dos and don’ts, and provide sage advice
On the latest BONUS call we talk to Kevin from California.
If you don’t know the name Jason Zweig, as a listener of the Better Off podcast, chances are you know his work.
This week on the BONUS call we do retirement planning with Barry from Pennsylvania.