Listen Now What should you do after your retirement accounts are fully funded? For purposes of this episode, I mean you’ve already done the obvious tax-advantaged things. You’ve maxed your workplace retirement plan. You’ve handled your IRA strategy. You’ve funded your...
Watch Now Listen Now In this episode, I sat down with Eric and Kali Roberge of Beyond Your Hammock and the Money for Life podcast to talk about one of the hardest parts of family finance: how to help your kids financially without losing sight of your own goals. We...
Listen Now In this episode, we’re talking about one of the biggest questions parents and grandparents face when saving for a child: how much of that money should actually go into a 529 plan? Because 529 plans are powerful. But some families also worry about...
Listen Now When Congress creates a new tax-deferred account type, it’s easy to assume that it must be better than what already exists. That seems to be a bit of what’s happening with the new Trump Accounts, which is a new, tax-advantaged way to save for a child and...
Watch Now Listen Now Indexing has won the debate in many investors’ minds, but I still think too few people fully appreciate why. That’s why I was especially excited to sit down with Anu Ganti, Head of U.S. Index Investment Strategy at S&P Dow Jones Indices, on...
