Do you ever feel like our government leaders aren’t in touch with the financial lives most Americans live? I feel that way all the time. That’s precisely why I jumped at the opportunity to interview presidential candidate Pete Buttigieg. Pete,…
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Saw your piece in USA Today, July 30, ’16. ‘Earning a scholarship creates an exception to the 10% penalty rule for non-qualified withdrawals.’ Luckily we’re in that situation. Question: Does a non-qualified withdrawal equal to the scholarship have to be…
Young listener Lincoln wants to know how to begin investing. We dedicate the whole episode to his great question.
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Hi Pete, I have credit card debt of $5,300 (between two cards), but I have $6,000 of student loan money in an account earning 1 percent. More loan money, roughly $10,000, is on the way next semester. I’m working and…
You know what stinks? Losing your job. You know what stinks more? Losing your job when you’re in your 50s.
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This week we tackle exorbitant daycare costs, firing your male investment advisor, and more. With Special guest Blair DuQuesnay from Ritholtz Wealth Management.
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The podcast is back! And it has a new sound. A flurry of shows are on the way! Prepare yourself for a big week.
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Dear Pete, I have always been good with money, and my wife of 50 years and I have zero debt. Taxes on our home are about $8,000 a year. We have about $700,000 in savings, and are both 70 years old….
As our team meeting got started this week, Pete made the following announcement: “Good news! It’s Marie Kondo week!” A blank expression on my face faithfully masked the internal panic that was rapidly building as everyone else clearly knew who…
Fragility. It’s the word, concept, feeling I can’t escape this week. Our financial lives are incredibly fragile. No matter our level of preparation, forces significantly outside of our control can rewrite the stories we’ve worked so hard to pen. …