100 episodios

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

    • Economía y empresa

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.

    Friends with Benefits

    Friends with Benefits

    Please keep your IRA beneficiaries up to date. Stashing cash throughout the house, perjury from a hardship withdrawal, how $99 in bets costs nearly $740K and Apple joins the AI crowd. Plus more on inflation and Gamestop.

    • 28 min
    Roaring Kitty Teams Up with Barstool Sports

    Roaring Kitty Teams Up with Barstool Sports

    Or so it seems from the latest meme stock frenzy. Graceland to auction? Beware of the Augusta, student loan rates are increasing and the IRS is waiving penalties for failure to take distributions from inherited IRAs. Yes…again.

    • 28 min
    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

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