46 episodes

Tune in and find out what is on the minds of two long-practicing, fee-only financial planners – Jay Furst and Certified Financial Planner ™ Cheryl Costa. Cheryl and Jay chat weekly about the markets and a wide range of personal finance topics.

He Said She Said the Money Guide Podcast Cheryl Costa and Jay Furst

    • Investing

Tune in and find out what is on the minds of two long-practicing, fee-only financial planners – Jay Furst and Certified Financial Planner ™ Cheryl Costa. Cheryl and Jay chat weekly about the markets and a wide range of personal finance topics.

    Long-Term Care Insurance - Is It Worth It? (Episode 45)

    Long-Term Care Insurance - Is It Worth It? (Episode 45)

    The statistics are both alarming and misleading. Meanwhile, premiums are sky high and rising. Worth it? Tesla stock is sky high. Is it worth it? Elon Musk says yes while the short sellers say OUCH!

    • 35 min
    Brexit, Coronavirus, and an Inverted Yield Curve (Episode 44)

    Brexit, Coronavirus, and an Inverted Yield Curve (Episode 44)

    There was a lot going on last week – should you care? Also, how people in their 50s and 60s are now supporting adult parents and adult kids. Finally, banks that will help you get your money back if you are the victim of a scam but only if you sign a non-disclosure agreement first.

    • 30 min
    "Do I Need A Trust?" (Episode 43)

    "Do I Need A Trust?" (Episode 43)

    Hats off to the 97 year old who qualified for a 30 year mortgage. And then there’s the guy who has ¾ of his retirement account invested in Tesla… This week’s podcast talks about trusts – what do they accomplish and when should you consider using one?

    • 41 min
    3 Years to Financial Independence? (Episode 42)

    3 Years to Financial Independence? (Episode 42)

    Cheryl shows how easily you can save for retirement. Is it worth it? Investor confidence is on the rise despite the economic outlook remaining stable. First, Congress takes away the Stretch IRA. What do they have on tap next to hurt your retirement? And whatever you do, don’t text and drive – insurers are coming for you.

    • 36 min
    Lawyers, Insurance and Peter Lynch (Episode 41)

    Lawyers, Insurance and Peter Lynch (Episode 41)

    His law degree didn’t land him a job but it did get him out of debt. If you’re worried about an IRS audit, congratulations – you must be making serious money. Make sure you can insure your home before signing the contract. New and improved(?) uses for your 529 funds. If all investments turned out like they did for Peter Lynch’s wife…

    • 33 min
    Financial To Do List for 2020 (Episode 40)

    Financial To Do List for 2020 (Episode 40)

    Get the new year (decade?) off to a good start by checking these boxes. Don’t let it get you down that Cheryl took care of hers before 2020 was 24 hours old. We also put in some reminders to help you keep your 2019 taxes in check.

    • 32 min

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