Episode 171: A Personal Finance News Update

Episode 171: A Personal Finance News Update

There's a lot in the news these days on personal finance, including a possible new repayment plan for student loans, dealing with marital "financial incompatibility," and new laws pertaining to retirement savings. With all of this going on, it can be hard to keep track and get all of the key facts.

Thant's why in this episode of the podcast I wanted to talk about these various news items, many of which are cause for optimism in the new year. I hope they can help you avoid a tax audit, reduce financial conflict with your spouse, and make for a better retirement savings plan.

In this episode you will learn:

- About a New Student Loan Repayment Plan
- How Much Your Refund Could Be
- About Resolving "Financial Incompatibility" with Couples
- Status of the Federal $10,000 Deduction Limit for State & Local Taxes
- Four Reasons the IRS May Flag Your Return for Audit
- About a New Retirement Law That Increases Tax-Free Savings Options

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Episode 258: Personal Finance News Update

Episode 258: Personal Finance News Update

A lot has happened in the world of personal finance over the past few weeks, and much of it could affect your wallet sooner than you think. Health insurance prices are going up again, Congress is chan...

9 Loka 24min

Episode 257: Protecting Your Nest Egg in Retirement with Theodore Hicks

Episode 257: Protecting Your Nest Egg in Retirement with Theodore Hicks

Most of us are told the same thing about investing: stay the course, ride out the dips, and trust the long term. But what happens when you no longer have decades to wait out a bad market because you'r...

25 Syys 42min

Episode 256: Creating Your Retirement Income Playbook with Ron Deutsch

Episode 256: Creating Your Retirement Income Playbook with Ron Deutsch

People approaching retirement in 3 to 5 years have to start thinking differently about their money and what they are going to do once the paychecks stop. They have to have a plan, a playbook to follow...

11 Syys 38min

Episode 255: Avoiding the Widow's Trap with Michael Karwic

Episode 255: Avoiding the Widow's Trap with Michael Karwic

The loss of a spouse is devastating in many ways. The person you've been spending your life with is now gone. There are also the many financial issues you have to deal with, and one of them can be dev...

28 Elo 50min

Episode 254: Reverse Mortgages with Paul Dilks

Episode 254: Reverse Mortgages with Paul Dilks

Many people trying to maintain financial independence and freedom find themselves cash poor, but asset rich. They need more money in the bank, but have loads of equity in their home. Problem is, they ...

14 Elo 47min

Episode 253: Financial Planning for Childless Couples with Bri Conn

Episode 253: Financial Planning for Childless Couples with Bri Conn

A lot of financial advice assumes you're building wealth to pass on to your kids. But what if that's not your path? About 25% of Americans are childless by choice or circumstance, and the financial sy...

24 Heinä 45min

Episode 252: Saving Money at the Grocery Store with Andy Ellwood

Episode 252: Saving Money at the Grocery Store with Andy Ellwood

One place inflation has really hit hard in the last two years or so is food. Going to the grocery store has become very expensive, and feeding the family has become quite a struggle. That's why in thi...

10 Heinä 42min

Episode 251: Common Misconceptions About Financial Advisors with Farrel Liger

Episode 251: Common Misconceptions About Financial Advisors with Farrel Liger

A lot of people who could benefit from working with a financial advisor never do — and often it's because of myths and misconceptions about who financial advisors are, what they do, and who they're re...

27 Kesä 43min

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