He Said She Said the Money Guide Podcast
by Cheryl Costa and Jay FurstTune in and find out what is on the minds of two long-practicing, fee-only financial planners – Jay Furst and Certified Financial Planner ™ Cheryl Costa. Cheryl and Jay chat weekly about the markets and a wide range of personal finance topics.
Episodes
Meme Stocks, They’re Baaaccckkk (Episode 237)
26m · PublishedMarket insanity around meme stocks and one stock ETFs. FTX account holders to be made whole (unless the hedge funds got to you first) and hospitals demanding payment before surgery. Plus the rent vs buy dilemma and the danger of winning the marathon and finding out years later.
The Most Boring Man in the World (Episode 236)
27m · PublishedDo we have a winner? It certainly is not the Oracle of Omaha. Does everyone want out of Florida, how selling your house has gotten more expensive (especially in MA) and watch out for that back door Roth conversion. Plus good new for the cannabis industry.
Curious Cheryl Buys a Car (Episode 235)
24m · PublishedShe loves her new Highlander. Buy Now Pay Later impacting your credit score, job scams targeting young people and many people are retiring earlier than planned.
Inherited IRA Befuddlement (Episode 234)
26m · PublishedYou might have to take distributions every year over the next ten. Unless you don’t. That should clear it up. Plus non-competes banned, the gap between your current mortgage rate and a potential new one is bigger than ever. Plus GM may not have been completely forthcoming.
What a Sh.. Show (Episode 233)
29m · PublishedTax Day Fun – hope you didn’t roll over that $1 million SEP into a regular account accidentally. Tesla heading south. So is DJT. Yet another security breach, this time at AT&T. Plus $100 commissions for some ETF purchases at Fidelity and technology to monitor your bathroom use. That was not a typo.
Big Brother is Still Watching (Episode 232)
33m · PublishedSatellite images can impact your home insurance. Which states are seeing the largest increases? That 529 to Roth rollover might be taxed in your state. Plus college costs approach $100K annually and you can now leverage your bet on Bitcoin. What a break?!
Medicare Advantage vs Medicare with Medigap (Episode 231)
30m · PublishedHint: you were probably sold the Advantage plan. Are ESPPs a no-brainer? File your taxes or the IRS will come knocking…eventually. Plus you may get charged to email with your doctor.
The Real Estate Issue (Episode 230)
24m · PublishedThose 6% commissions could be a thing of the past but how will this impact the market. Buyers’ brokers, sellers’ brokers and underlying home values. Closing costs are on the rise, mostly due to interest rate buy-downs. Smart or not so much?
Big Brother is Watching (Episode 229)
28m · PublishedIt could be why your car insurance went up. Inflation is under control, Bitcoin is not. A parlay to cover your college loans might not be the best decision and no, your 401(k) is not in danger of being seized.
Chase NO Customer Service (Episode 228)
26m · PublishedThere are more $100 bills than any other denomination. Hmmm. Nvidia knocks off Meta for the one-day growth record, the market rolls on but your appliances might not. Plus Jay vents about Chase.
He Said She Said the Money Guide Podcast has 172 episodes in total of non- explicit content. Total playtime is 87:50:14. The language of the podcast is English. This podcast has been added on August 26th 2022. It might contain more episodes than the ones shown here. It was last updated on May 28th, 2024 23:42.