He Said She Said the Money Guide Podcast Cheryl Costa and Jay Furst
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- Business
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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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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.
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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.
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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.
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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.
Customer Reviews
Half Hour Well Spent
The financial advice given in this podcast is timely, practical, and understandable. The topics are relevant to soon-to-professionals about to start off on their career to wanna-be retirees about to start off on their next adventures and everyone in between.