Latest Episodes
18
A Holiday Celebrating Free Money? How To Claim Your Unclaimed Property
Every February 1st, there's a little known holiday that raises the awareness of state websites dedicated to finding your lost money: Unclaimed Property Day!...
17
Should I Contribute To My Child's 529 If I'm Behind In My Own Planning?
529 accounts can be wonderful tools ... if you're financially prepared to contribute to them. In this episode, we discuss various features of 529s,...
16
Can You Roll a 529 Into A Roth IRA?
The passage of SECURE Act 2.0 has seen many news outlets writing articles stating that you can now roll unused 529 dollars into a...
15
Key Financial Rule Changes from SECURE Act 2.0
The passage of SECURE Act 2.0 will see some radical changes to retirement savings, student loans and even allow employers to help employees establish...
14
Tools (Besides Net Worth) To Measure Financial Progress
In our previous episode, we covered why Net Worth isn't always the most effective tool for measuring wealth amongst younger generations. In this episode,...
12
Is Net Worth A Good Indicator of Wealth?
For years, a person's net worth has been seen as THE indicator of budding wealth. But in today's economic landscape, is net worth the...