This week's questions: What are the rules and costs for moving money from a brokerage account into a Roth IRA? Any risks to having a single bank that houses all your accounts? And how to find a good accountant?
Additional Episode Take-aways:
- Why millennials are financially ahead on paper but still feel behind emotionally
- How to harness AI for smarter, more intentional spending
- The hidden costs of return policy abuse—and how it could impact your favorite retailers
- The real danger behind “feminine energy” dating advice
- Practical ways to protect yourself financially in relationships
- Why playful money trends like “Girl Math” aren’t as harmless as they seem
Links & Episodes Referenced:
Hosted on Acast. See acast.com/privacy for more information.