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100 episodes
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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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Fun with Uncle Sam
Unless, someone steals your identity or you miss some estimated payments. Roaring Kitty – again. Plus watch out for the insurance costs for those EVs and maybe save money outside of your 401(k).
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Friends with Benefits
Please keep your IRA beneficiaries up to date. Stashing cash throughout the house, perjury from a hardship withdrawal, how $99 in bets costs nearly $740K and Apple joins the AI crowd. Plus more on inflation and Gamestop.
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Roaring Kitty Teams Up with Barstool Sports
Or so it seems from the latest meme stock frenzy. Graceland to auction? Beware of the Augusta, student loan rates are increasing and the IRS is waiving penalties for failure to take distributions from inherited IRAs. Yes…again.
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Meme Stocks, They’re Baaaccckkk
Market insanity around meme stocks and one stock ETFs. FTX account holders to be made whole (unless the hedge funds got to you first) and hospitals demanding payment before surgery. Plus the rent vs buy dilemma and the danger of winning the marathon and finding out years later.
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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.