A 20-year old with money to save in NYC, a couple wondering how get their biggest bang for their buck from Social Security, and repairing your credit when you’re in you 70s. Special guest Damian Dunn joins the party.
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This week on the show, my daughter Ollie stops-by to ask me random financial questions. Plus, should Joanna cancel the life insurance her parents bought her when she was a kid?
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I don’t know why my father insisted that a book about career change was a good idea for a 20-year-old college junior, but nonetheless I found myself reading Who Moved My Cheese? in the fall of 1998. The wildly…
I can’t seem to find the answer to this question anywhere online. What is the minimum amount of time that $4,000 needs to reside in Indiana’s CollegeChoice 529 Plan to be eligible for the $1,000 tax credit? For example, can…
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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