Dec 26, 2019
The good (delayed required distributions), the bad (say goodbye to the stretch IRA) and the ugly (annuities in your 401(k) plan). Plus our first guests…for about 12 seconds.
Dec 19, 2019
Incentives to move to Topeka and Italy. Hmmm…which one to pick? Investment selections in 401(k)s, using them to pay down debt or pay for college. Suggestions to make college admissions fairer. Tip of the week – Do NOT hide your money in the old boiler!
Dec 13, 2019
He said it was her fault and she said it was his but either way, we apologize for the delay in this week’s podcast. Your year-end checklist includes money saving strategies in your retirement and brokerage accounts plus tips relating to FSAs, HSAs, and 529 plans.
Dec 5, 2019
Sorry - that fluff is for another podcast. Year-end reminders. Watch out for robo scams. Is it worth the cost to become a lawyer? Stay until the end for yet another of Cheryl’s pop quizzes.