February26

Roth IRA Q&A

The Roth IRA turns twenty years old this year. The retirement vehicle was part of the Tax Relief Act of 1997 and it was seen as such a boon to savers, many believed that it would not survive. Two decades later, it is alive and well. As many Americans consider funding retirement plans this tax
  • Posted by Jill Schlesinger
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February25

Trump Tax Reform 2017

On Tuesday night, the President will speak to a joint session of Congress, where he could finally outline details of a major overhaul to the personal and corporate tax system. Last week, Treasury Secretary Steven Mnuchin told CNBC that the administration is “primarily focused on a middle-income tax cut and simplification for business. And what
  • Posted by Jill Schlesinger
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February24

#312 How the New Middle Class Survives

Before we dive into just how exactly the middle class is surviving these days, we first took an interesting call from Rod in Georgia who was wondering if it made sense for him to pay off his cheap mortgage and instead invest the money.  If you’re a regular listener you probably know which way I’m
  • Posted by Mark Talercio
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February17

#311 CFP Board CEO, Millennials and Money

We started the show with a special guest, Kevin Keller, CEO of the Certified Financial Planner Board of Standards, Inc., to make a special announcement. I am now the Senior CFP® Board Ambassador.  Woo hoo!!!  It really is a match made in heaven and I think you’ll understand why when you hear my chat with Kevin.  If
  • Posted by Mark Talercio
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February16

CFP Board News

As many long time readers know, I have been a consistent cheerleader for the CFP® certification that I hold from the Certified Financial Planner Board of Standards, Inc. That’s why I am delighted to announce that I am assuming a new role, “Senior CFP Board Ambassador.” Just like I do in this column, I will
  • Posted by Jill Schlesinger
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February11

Trump’s Next Shake Up: The Fed

Get ready for the Trump administration’s next shakeup…the Federal Reserve. As Fed Chair Janet Yellen heads into her semi-annual testimony before Congress this week, she knows the score–this is probably the penultimate appearance at what is likely to be a historically short term for a Fed Chair. Yellen’s term as Chair expires in February 2018
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February10

#310 Data and Dining: An Underground Culinary Tour

Before we take you on an underground culinary tour, you know the deal…listener questions in hour one, guest interview in hour two.  This week we started the questions with Jennifer in Georgia.  Jennifer was a bit shy about her situation…she’s been investing for several years but isn’t confident she’s doing it the right way and
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February06

Fiduciary Fallout: Ten Questions to Ask a Financial Pro

Now that the Trump Administration has declared its intention to delay and potentially roll-back the Department of Labor’s fiduciary rule, which would force financial professionals and their firms’ overseeing the nearly $3 trillion in retirement savings, to work in their clients’ best interest, it may be a good time to review your relationship with your
  • Posted by Jill Schlesinger
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February04

DOL Fiduciary on Life Support

The Department of Labor’s fiduciary rule faces two hurdles: a lawsuit and now, the Trump Administration’s efforts to delay or perhaps kill it off. On Friday, President Trump signed an order directing the Treasury secretary to review the 2010 Dodd-Frank financial regulatory law. You remember Dodd-Frank, the big legislation meant to reign in the excesses
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February03

#309 Becoming a Financial Grownup

We started the show by spending a couple segments chatting with Ryan from Virginia, who is determined to turn over a new leaf and get his financial life in order.  He wants to eliminate all of his debt over the next couple years and was looking for some pointers.  I’m confident that Ryan is going
  • Posted by Mark Talercio
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