2/11/22: As job postings became plentiful and labor shortages pinched various industries of the economy, many Americans have realized that they can seek better opportunities if their needs aren’t satisfied. In this episode Mark and I do a little workplace role-playing.
2/10/22: We're all about taking advantage of the Roth, but just be aware of some big differences between a Roth IRA and a Roth 401(k).
2/10/22: With no retirement plan available through work, should I make a non-deductible IRA contribution or use a brokerage account?
2/9/22: When you inherit a large amount of money, and you're not confident in your own financial abilities, it's crucial that you have a good plan.
2/8/22: Retired in our 50s and collecting pensions, should we also be doing Roth conversions?
2/8/22: With my income right on the Roth IRA limit, should I do pre-tax in the workplace retirement plan to bring my income down, or just go ahead and do all Roth at work?
2/7/22: Even though you're almost certain you're in good shape, sometimes you just need to hear it from an objective observer.
2/6/22: It's time for our annual tech visit with our good pal, Jeff Bakalar, the head of content development and strategy at Giant Bomb. On this visit we're talking about the state of gaming, the Metaverse, Web 3.0 and blockchain.
2/5/22: When you inherit a large amount of money, and you're not confident in your own financial abilities, it's crucial that you have a good plan.
2/4/22: Help! I'm concerned that market volatility will impact my ability to achieve my goals. What should I do?
2/3/22: If you're approaching retirement and have the urge to pay off the mortgage, you're not alone. But is it the right move?
If things are good right now, is there any reason we should be dreaming about buying another property?
2/2/22: As we're often reminded, life doesn't always go according to plan. Our latest (repeat) caller is a perfect example.
2/1/22: In terms of paying taxes, does it make much of a difference if I'm using ETFs or index funds?
2/1/22: 27 and 25 with decent jobs, but have the feeling we're sitting on too much cash, are we?
1/31/22: How do we know if the advisor working with our dad is really acting as a fiduciary?
1/30/22: LinkedIn principal economist, Guy Berger, joins us this weekend to discuss the current job market and shares how workplace dynamics have changed with employees now having more bargaining power. We also chat about which industries are seeing dramatic increases in pay and the future of remote/hybrid work.
1/29/22: LinkedIn principal economist, Guy Berger, joins us this weekend to discuss the current job market and shares how workplace dynamics have changed with employees now having more bargaining power. We also chat about which industries are seeing dramatic increases in pay and the future of remote/hybrid work.
1/28/22: I currently have my workplace retirement options set up so that I'm using some pre-tax features and some Roth. Should I switch to all Roth?
1/27/22: I joined CBS Mornings on the first day of tax season to discuss what Americans need to know when filing their taxes this year, including specifics about the Child Tax Credit, stimulus payments, unemployment benefits and free resources for tax prep.