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.
Question ... Show More
Jan 2025
Ask HTM - Supercharging Retirement as a Freelancer, HSA for Medical vs Retirement, & “Investing” in Your Primary Residence #934
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
52m 22s
May 5
Ask HTM - Pro Help to Break the Paycheck to Paycheck Cycle, Down Payment Money Market Accounts, and Viable Student Loan Forgiveness Plans #979
Let’s kick off 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 guide ... Show More
45m 33s
Feb 2025
Ask HTM - Birth Now Pay Later, Forcing Home Equity with a Basement Build, & Saving vs Paying Credit Cards #946
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
54m 2s
Mar 2025
222. Ask Tori: Investing and Retirement
FLASH SALE! FOR 24 HOURS ONLY, join us in Stock Market School FOR 50% OFF with code 'SECRETS': https://herfirst100k.com/invest
You asked, and we answered! In this special replay episode, I answer voicemail questions from the podcast community and Stock Market School, including qu ... Show More
37m 8s
Oct 2024
How To Save $10,000 ASAP (10 Ways To Start Today)
“Most Americans are saving just 3.6% of their income, and that’s a problem we need to change.”
In this episode, Jaspreet details out 10 actionable tips that can help you save $10,000 faster than you think. From automating your savings to cutting unnecessary expenses, these strate ... Show More
19m 4s
May 19
How To Change Your Finances in 1 Week
This week, Sim shares the ultimate 7-day financial glow-up plan to help you take control of your money, build wealth, and live your dream life. From tracking your net worth and cutting back on spending to negotiating a raise and setting up automated investing, this episode breaks ... Show More
31m 20s