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

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.

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.

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.

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.

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?!

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.