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He Said She Said the Money Guide Podcast

Jul 29, 2020

Yet another stimulus bill is being discussed in the halls of Congress, mortgage rates are at all-time lows (yes, again) and the virus has caused the cancellation of the Nobel Prize dinner.  If that isn’t bad enough, NY could be working on a billionaire’s tax.  Seemingly unrelated, your change may be worth more...


Jul 15, 2020

July 15th is the new April 15th, at least in 2020.  Not to be confused with 50 is the new 40.  File, pay estimates, harass your accountants… Students getting jobless benefits for missed summer jobs, states and Auto IRAs and hundreds of millions in fraudulent jobless claims.  Plus a golfer with a protractor.  Go...


Jul 2, 2020

The last time the Dow had a quarter this strong, Cheryl and Jay were in college – don’t do the math.  Also big news about RMDs – you can now easily return all RMDs taken in 2020.  No need to worry about 60 day rollovers or distributions taken in January.  And Ford lets you return its cars if you lose your job, the...