Yesterday

Do I Have Too Many Funds?

I am considering changing advisors but not sure what questions to ask of my current advisor regarding the large number of funds he has us in.Have a money question? Email us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ... Show More

21m 28s

Sep 10

AI and Your Money

Should you let artificial intelligence manage your money? While AI might be able to help you come up with a budget, experts say there are risks.Have a money question? Email us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ... Show More

9m 56s

Sep 9

Impending Unexpected Surgery

With an unexpected surgery on the horizon, how should I be preparing for the worst case scenario?Have a money question? Email us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ... Show More

21m 27s

Sep 2021

Is Roth Going to DIE?

Are BIG changes coming to income tax rates, capital gains, and retirement accounts? Let's talk through the proposed tax legislation and how it could affect your personal finances. We'll break down what you need to know and what you need to do to prepare. After that, we'll answe ... Show More

45m 54s

Jul 2024

Traditional or Roth?

I feel like my wife and I are in a good place financially as we approach 50, but we keep coming back to the question of if we should be doing Roth or pre-tax 401(k) contributions?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @j ... Show More

14m 26s

Aug 2024

1713: Ask Farnoosh: How to Raise "So Money" Kids?

This week: Is it worth transferring savings from your current bank to a high-yield savings account (HYSA)? Given a new law, is it wise to roll over unused 529 dollars into a Roth IRA? How can parents raise kids to be “So Money®?”Subscribe to Farnoosh’s new podcast: Better Busines ... Show More

22m 59s

Sep 2023

Mailbag: incl. Should I go with Private Equity? September 24, 2023

– What about Private Equity? – What is the Asset Turnover Ratio? – Are Millennials destined to be the most affluent? – How much is too much? – How should I allocate my portfolio across ETFs?See <a href="https://omnystudio.com/listener">omnyst ... Show More

55m 13s

Dec 2023

Mailbag: incl. Should I stop adding to my biggest positions? December 10, 2023

– Will the future look like the past? – Should I stop adding to my largest investments? – How much is too much? – How much Bitcoin should I own? – Which shares to sell to buy a house? – Time to sell US shares? See <a href="https:/ ... Show More

1h 8m

Mar 2015

394 MG Creating a Backdoor Roth IRA

If you make too much to be eligible to contribute to a Roth IRA, Money Girl explains how to create a backdoor Roth IRA - and whether this is a smart move for your situation and financial needs. Read the transcript: http://bit.ly/1CbobOB Hosted on Acast. See acast.com/privacy for ... Show More

11m 52s

Feb 2023

1470: Ask Farnoosh: All-Things Investing

Investing is a big theme on today's show. Listeners want to know:Should I sell my investments if they've performed poorly and I may need the money soon?What are the best types of investment accounts for retirement that don't have minimum ages for withdrawals? How do I prioritize ... Show More

28m 20s

Jul 2024

Q&A: $500K in Savings, Defining High Interest Debt, & the Best Way to DCA

In this week's episode of the Rich Habits Podcast, Robert and Austin answer your questions!---<ul><li>Should I convert my Traditional IRA into a Roth? </li><li>What should I do with $500K in savings? </li><li>What exactly is high interest debt? </li><li>How shou ... Show More

37m 18s

Jan 2022

Ask HTM - Investing 100% of Your Income, Pitfalls to Avoid when Switching Banks, & Self Employment Downsides #460

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

43m 51s

Jun 2023

Should You Contribute to a Roth IRA or Pre-Tax as a High Earner? (By Tax Bracket!)

In this episode of the Personal Finance Podcast, should you contribute to a Roth IRA or pre-tax as a high earner? How Andrew Can Help You: Join The Master Money Newsletter where you will become smarter with your money in 5 minutes or less per week Here! Learn to invest by joining ... Show More

27m 42s

Time for Roth Conversions?