100 épisodes

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

    • Affaires

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.

    Meme Stocks, They’re Baaaccckkk

    Meme Stocks, They’re Baaaccckkk

    Market insanity around meme stocks and one stock ETFs. FTX account holders to be made whole (unless the hedge funds got to you first) and hospitals demanding payment before surgery. Plus the rent vs buy dilemma and the danger of winning the marathon and finding out years later.

    • 26 min
    The Most Boring Man in the World

    The Most Boring Man in the World

    Do we have a winner? It certainly is not the Oracle of Omaha. Does everyone want out of Florida, how selling your house has gotten more expensive (especially in MA) and watch out for that back door Roth conversion. Plus good new for the cannabis industry.

    • 27 min
    Curious Cheryl Buys a Car

    Curious Cheryl Buys a Car

    She loves her new Highlander. Buy Now Pay Later impacting your credit score, job scams targeting young people and many people are retiring earlier than planned.

    • 24 min
    Inherited IRA Befuddlement

    Inherited IRA Befuddlement

    You might have to take distributions every year over the next ten. Unless you don’t. That should clear it up. Plus non-competes banned, the gap between your current mortgage rate and a potential new one is bigger than ever. Plus GM may not have been completely forthcoming.

    • 26 min
    What a Sh.. Show

    What a Sh.. Show

    Tax Day Fun – hope you didn’t roll over that $1 million SEP into a regular account accidentally. Tesla heading south.  So is DJT. Yet another security breach, this time at AT&T. Plus $100 commissions for some ETF purchases at Fidelity and technology to monitor your bathroom use. That was not a typo.

    • 29 min
    Big Brother is Still Watching

    Big Brother is Still Watching

    Satellite images can impact your home insurance. Which states are seeing the largest increases? That 529 to Roth rollover might be taxed in your state. Plus college costs approach $100K annually and you can now leverage your bet on Bitcoin. What a break?!

    • 33 min

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