He Said She Said the Money Guide Podcast Cheryl Costa and Jay Furst
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- 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.
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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.
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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?!
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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.
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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?
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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.
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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.