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He Said She Said the Money Guide Podcast

Sep 20, 2022

Patagonia founder gives his company to charity told he doesn’t understand capitalism.  Questionable congressional trading, volatile markets and the worst performance for a 60/40 portfolio in nearly 50 years.  Plus get your year-end tax fun taken care of in advance and cash those gift checks in 2022!  Plus plus can you...


Sep 6, 2022

What would you do with an accidental $10 million refund?  College loan rates on the rise, mortgages during retirement and be sure to repay that Cares Act distribution or Uncle Sam will come calling.  Plus beware of that excess IRA contribution – it may cause more trouble than you thought possible.