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

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.

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?

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.