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May 2021
37m 35s

Ask HTM - Switching from a Robo Advisor,...

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About this episode

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!


1 - Target date funds in my brokerage account- is this allowed and is it a good idea?

2 - How should we deposit checks from another country for our daughter?

3 - Does infinite or velocity banking work and how risky is it?

4 - Should I switch from a robo advisor like Ellevest to my own investment advisor?

5 - Plus a great car tip from a listener for keeping your headlights looking brand new!


During this episode we enjoyed a Love Birds 4 by Birds Fly South! And please help us to spread the word by letting friends and family know about How to Money! Hit the share button, subscribe if you’re not already a regular listener, and give us a quick review in Apple Podcasts or wherever you get your podcasts. Help us to change the conversation around personal finance and get more people doing smart things with their money!


Best friends out!

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