In this episode of the Personal Finance Podcast, we're going to talk about what to do with an old HSA at an old employer, plus how to avoid RMD’s.
Today we are going to answer these questions!
Question 1: Can I transfer investments from a brokerage account to a retirement account?
Question 2: How to set up a retirement plan for a small company.
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Aug 17
Hit This Number and You Can STOP SAVING! (Even When You are Young)
Coast FIRE is the middle path: invest hard early, hit a specific number, then let compound interest carry the rest while your paycheck only has to cover your bills. Andrew walks through what it is, how to calculate it, and what it unlocks once you get there. 👉 Want personalized ... Show More
49m 8s
Oct 2024
Is It Wise To Move My Investments Into an HSA?
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7m 10s
Jan 2020
Ask HTM - Savings Interest Rates are Dropping, What to do if You're Overpaid, and Investing in an ESPP #156
This week on the podcast we’re answering your questions! 1 - I was overpaid by my employer, what should I do now? 2 - Should I convert my 401k into an IRA? What considerations should I keep in mind? 3 - I have some IRS debt. Should I prioritize my debt snowball or get after that ... Show More
44m 54s
<p>In this week's episode of the Rich Habits Podcast, Robert and Austin answer your questions!</p><p>---</p><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
<p>In this week's episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz answer your questions!</p><ul><li>Should I buy a house or build my base? </li><li>When am I ready to buy single stocks?</li><li>What do I do about this match on my 401(k)?</li><li>Should I ... Show More
<p>In this week's episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz answer your questions! </p><p>---</p><p>⭐️ Open a <strong>Bond Account on</strong><a href="https://public.com/richhabits" target="_blank" rel="ugc noopener noreferrer"><strong> Public< ... Show More