Informazioni su questo podcast
We are on a mission to help people feel SAFE, STRONG, and SECURE managing their own money.
Kaki Perdue is a CPA and a CERTIFIED FINANCIAL PLANNER™ and she answers listener questions without judgement with a focus on emotional and financial well-being.
Check out more personal finance education at www.lookbothwaysfinancial.com
Episodi
I 20 episodi più recenti su 57
- #57 - Switch to CDs · 10 minWhat if your income needs are covered by social security and pensions? The stock market is down and losing money isn't fun. Should you sell out of your equity and switch to CDs?…
- #56 - The 5 Whys · 7 minIts ok to feel nervous. Join Kaki as she gives an example of using the 5 Why technique to help a client get to actionable steps.
- #55 Nervous to Invest · 12 minIs the state of the economy making you nervous and preventing you from investing? Join Kaki as she answers a question from Jessica. Jessica wants to open a Roth IRA but she is…
- #54 - 2nd Opinion · 12 minCharles has been approached by an advisor to implement an options trading strategy within his investment portfolio. Join Kaki as she provides a second opinion to Charles on his…
- #53 - IRMAA · 12 minWill an inheritance cause me to pay extra Medicare premiums? Join Kaki as she answers a question from Travis related to IRMAA, income related monthly adjustment amount…
- #52 - Van Life · 10 minRobert owns a home and a van. He loves the van life and wants to know if he should keep his home and rent it out or sell his home and live the full time van life. Join Kaki as…
- #51 - Education funding · 9 minWhat is the best way to save for education? A 529, A roth, an HSA, or a brokerage account? Join Kaki as she discusses the pros and cons of each savings vehicle.
- #50 - Employment Taxes · 10 minLindsay received a higher paycheck in December. It took some digging, but she realized that payroll taxes go down after certain income thresholds. Why is this? What do you do…
- #49 - Year End Planning · 8 min · Episodio 49So Kaki - what do you do for year end investment and financial planning? What a great question! Join Kaki as she shares her financial planning tips for year end.
- #48 - Overreacting? · 6 min · Episodio 48What if you found out that someone was being paid wages that were not reported to the IRS? What might be the consequences and how do you know if you are over-reacting? Join Kaki…
- #47 - Open Enrollment · 16 minDo you feel lost and confused during open enrollment when it is time to select a medical insurance plan? You are not alone. Join Kaki as she describes, in plain English, a few…
- #46 - Time Share · 9 minClaire is about to take a vacation that requires a time share presentation. Join Kaki as she shares her own experience owning a time share as well as some things to consider…
- #45 - There are no 'dumb' questions · 8 minThis week Kaki answers questions that she has received recently with several people: 1. Can I choose the brokerage for my investments? 2. What happens to all the money when the…
- #44 Windfall Elimination · 11 minIn this episode Kaki answers a question from Marshall about the Windfall Elimination Provision. Marshall has a pension and wants to know if his social security is going to be…
- #43 - Loans and Inheritance · 9 minSamantha is in residency and she has student loans hanging over her. She has inherited some money and needs advice on what to do next with this money. Join Kaki as she offers…
- #42 - Fiduciary Advisor? · 9 minIn this episode Mary tried to find a fiduciary advisor, but she wasn't happy with the meeting. Join Kaki as she explains the murky waters of the "Fiduciary" label as well as…
- #41 - 401k Switch Concern · 11 minWhat happens when your retirement plan at work gets moved? Evan's plan is moving from John Hancock to Voya - the move is making Evan nervous. Join Kaki as she helps Evan think…
- #39 - Inherited IRA Question · 12 minNancy has inherited an IRA and isn't sure how to think about the distributions or the money in general. Join Kaki as she provides guidance including tax planning for required…
- #40 - Life Insurance for Infants · 9 minShould we consider a whole life insurance policy for our infant son? Join Kaki as she answers a question from Alex.
- #38 - Divorce and 401ks · 10 minBryce is diving assets as part of divorce. Join Kaki as she answers his questions about dividing a 401k.
