100 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

    • Business

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.

    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
    Medicare Advantage vs Medicare with Medigap

    Medicare Advantage vs Medicare with Medigap

    Hint: you were probably sold the Advantage plan. Are ESPPs a no-brainer? File your taxes or the IRS will come knocking…eventually. Plus you may get charged to email with your doctor.

    • 30 min
    The Real Estate Issue

    The Real Estate Issue

    Those 6% commissions could be a thing of the past but how will this impact the market. Buyers’ brokers, sellers’ brokers and underlying home values. Closing costs are on the rise, mostly due to interest rate buy-downs.  Smart or not so much?

    • 24 min
    Big Brother is Watching

    Big Brother is Watching

    It could be why your car insurance went up. Inflation is under control, Bitcoin is not. A parlay to cover your college loans might not be the best decision and no, your 401(k) is not in danger of being seized.

    • 28 min
    Chase NO Customer Service

    Chase NO Customer Service

    There are more $100 bills than any other denomination.  Hmmm. Nvidia knocks off Meta for the one-day growth record, the market rolls on but your appliances might not. Plus Jay vents about Chase.

    • 26 min

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