What would it look like to create a financial journey that both builds and protects your money - a journey truly unique to you and your life goals? Our guest today, Faisa Stafford, President, and CEO of Life Happens, a nonprofit that gives you unbiased info to help you make smart insurance choices, is here to share how to build and protect your money, the po ... Show More
Jun 9
Build a Summer Spending Plan That Lets You Spend Without Regret
Summer has a way of making everyone a little looser with money. Dinners, trips, long weekends, weddings, beauty appointments, beach days, concerts, random Target runs, and that very dangerous sentence: “It’s summer, I’m just going to enjoy it.” And honestly? You should enjoy it. ... Show More
39m 22s
Jun 2
Why Your Budget Keeps Failing — And the Automatic System That Actually Works
Budgeting has a branding problem. For a lot of people, it feels restrictive, shame-filled, tedious, and honestly kind of like financial punishment. But what if the problem is not you? What if the problem is that what you’ve been calling budgeting is really just tracking where you ... Show More
33m 30s
May 27
What Is a Roth Conversion — And How Can You Do It Wrong?
Roth conversions sound smart. Tax-free growth, tax-free withdrawals later, more flexibility in retirement — what’s not to like? Well… the tax bill today. That part. In this episode, Shari Rash, founder of GWA Wealth, breaks down what a Roth conversion actually is, how it works, a ... Show More
43m 40s
Aug 2023
Ask HTM - Combining Our Finances, Dental Insurance Considerations, & When Whole Life Makes Sense #712
<p>We’re kicking off the week by answering your listener questions! And if you have a question that you’d like for us to answer on the show, we’d love for you to submit your own via <a href="https://www.howtomoney.com/ask/">HowToMoney.com/ask</a> , send us your voice memo. Regard ... Show More
56m 5s
May 2024
The Best Accounts for Kids, Social Security in Retirement, and How to Block Spam Texts - Money Q&A
In this episode of the Personal Finance Podcast, we are going to do a Money Q&A about the best accounts for kids, social security in retirement, and how to block spam texts. Today we are going to answer these questions: Question 1: The Best Accounts for Kids Question 2: Should I ... Show More
38m 44s