Nov 25

Recession Core, But Make It Personal: How to Thrive Without the “Cost of Comfort”

Is a recession coming? Maybe. But here’s the truth: the only recession that really matters is the one happening in your household. In this candid, practical conversation, Shari Rash and financial coach Dylan Snowden reframe “Recession Core” from a fashion trend into a living, b ... Show More

31m 46s

Nov 20

Give More, Stress Less: Your Guide to Intentional Year-End Generosity

The most rewarding money move you can make before December 31st isn’t a tax hack, an investment tweak, or a budgeting trick — it’s generosity. But not the chaotic, guilt-driven kind that leaves you staring at your credit card bill wondering what happened. We’re talking intentio ... Show More

32m 28s

Nov 18

RIP to the Penny: The Real Reason It’s Gone and the Future of Money

The penny has officially been laid to rest — and while most of us won’t shed a tear, its retirement marks a surprisingly big moment in how America handles money. In this quick update, I’m walking you through what happened to the penny, why the U.S. finally pulled the plug, and ... Show More

12m 30s

Jun 2024

10 Tips to Optimize Taxes When You Retire Early

In this episode of the Personal Finance Podcast, we are going to talk about the 10 tips to optimize taxes when you retire early. How Andrew Can Help You: Don't let another year pass by without making significant strides toward your dreams. "Master Your Money Goals" is your pathwa ... Show More

33m 21s

Jan 2024

Best of 2023 - 6 Taxes Mistakes That We Have Made

<p>This week, Sim and Sonya openly share their tax mistakes and lessons learned. They discuss issues like forgetting to pay tax, not adjusting the amount for taxes, and the importance of understanding tax treaties when living in different countries. They discuss the need to start ... Show More

31m 32s

Mar 2023

Ask HTM - 1.5x Speed on Savings Goals, Free Tax Prep Software, & Too Old to Invest? #646

<p>We’re kicking off the week by answering 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. Regardless ... Show More

50m 6s

Jul 2024

Ask HTM - Utilizing Roth Contributions in a Pinch, SAVE Plan for High Earners, & Buying a Home to Save Money #847

Let’s dive into the week with some fresh listener questions we have lined up for you! And don't just stand on the sidelines- if you have a question you’d like us to answer, toss your voice memo our way. It only takes about 90 seconds to record and you can find a step by step guid ... Show More

53m 59s

Aug 2021

Ask HTM - Working with a Partner who is Bad with Money, Best Ways to Pay for Grad School, & Tax Implications of Inherited Money #400

We’re kicking off the week by answering 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 HowToMoney.com/ask/ , send us your voice memo. Regardless of how random or bizarre you might think it is, ... Show More

45m 9s

Jan 2023

Friday Flight - Tax Loopholes, Savers' Paradise, & Shopper Revolts #621

<p>Time for our Friday Flight! These episodes are a sampling of the week’s financial news and the impact on your personal finances. There are a lot of headlines out there, but we distill it down to specific takeaways that will allow you to kick off the weekend informed and help y ... Show More

30m 35s

Sep 2022

Friday Flight - Taxing Loan Forgiveness, Everyday Money Fights, & Virtuous Investing #567

<p>Time for our Friday Flight! These episodes are a sampling of the week’s financial news and the impact on your personal finances. There are a lot of headlines out there, but we distill it down to specific takeaways that will allow you to kick off the weekend informed and help y ... Show More

31m 14s

Mar 2024

Forget Pre-Tax Contributions?

When I first started working and could contribute to a 401(k) via my employer, I was all in on pre-tax. Years later I learned that it was better to shift to Roth. Should I now make all my contributions Roth? Have a money question? Email us here Subscribe to Jill on Money LIVE You ... Show More

15m 33s

Sep 2023

Rich Girl Roundup: What Do I Do Financially in My 30s?

There's a lot of financial advice out there about what to do in your 20s—but what about your 30s? We also chat through a few pieces of feedback from last week's Rich Girl Roundup on taxes. Welcome back to #RichGirlRoundup, Money with Katie's weekly segment where Katie and MWK's E ... Show More

27m 20s

Oct 2022

Loss Harvesting: Why Wealthy People Love It (And You Should Too!)

Tax-loss harvesting: what is it and should you be doing it? In this episode, we’ll cover everything you need to know about tax-loss harvesting, including whether it makes sense for you, how much it could save you in taxes, and how to eliminate the downside of loss harvesting. ... Show More

51m 53s

What You Need to Know to File Your Taxes...