Preview Mode Links will not work in preview mode

He Said She Said the Money Guide Podcast

Jan 31, 2023

Will Congress let the US default?  Amazon now has a $5 monthly prescription plan.  Don’t drop the ball on Medicare.  Newsflash, a man’s name generally is listed first on the tax return for opposite sex couples.


Jan 24, 2023

Congrats – you can file your 2022 taxes! You may be eligible for a $7500 EV tax break.  You also may not be eligible. The market has started off 2022 nicely.  Should we thank the Fed for that?  Will we see the coveted soft landing?  If you like water, Scottsdale is much better than just outside...


Jan 10, 2023

Is that a good thing?  It sure isn’t needed to steal a Kia.  Good tax news comes too late for most SPACs, the FTC weighs in on non-compete clauses and what should you do with those insurance proceeds?


Jan 4, 2023

Stocks and bonds both disappointed in 2022 - even target date funds for retirees were down 14% to 16%.  Robinhood wants your IRA and is offering matching dollars to get you to open an account but be sure to read the fine print.  The SECURE Act 2.0 has been signed and Cheryl is giddy with excitement.