Nov 21

A Simple, Tax-Smart Account for Charitable Giving

With Thanksgiving around the corner, the charitable giving season is upon us and changes are afoot. Of course, most people give because they want to do good, but the tax rules around philanthropy have always been an added sweetener. To break it all down, we're joined by Fred Kay ... Show More

27m 5s

Nov 20

Buckets in Retirement

With hopes of calling it quits in just a few years, when should I pull money from my different "buckets" once I get into retirement? Have a money question? Email us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ... Show More

18m 5s

Nov 19

How to Manage Inherited Money

With a large inheritance sitting in cash, should I leave it as is and take the peace of mind it provides, or invest it? Have a money question? Email us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠ ... Show More

23m 42s

Dec 2024

What Do I do With an HSA at an Old Employer?! (Plus How to Avoid RMD's) - Money Q&A

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 ... Show More

36m 7s

Jun 2025

How to Retire With Over $100,000 of Annual Income

Laura reviews planning variables and what it takes to retire with over $100,000 of yearly income.Transcript: https://money-girl.simplecast.com/episodes/how-to-retire-with-over-100-000-of-annual-income/transcriptHave a money question? Send an email to <a href="mai ... Show More

16m 13s

Feb 2025

3035: [Part 1] Generating Retirement Income Before Age 59 by Darrow Kirkpatrick of Can I Retire Yet

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3035: Darrow Kirkpatrick explores various strategies, from leveraging taxable investment accounts to taking advantage of Ro ... Show More

10m 34s

Aug 20

Change Starts Today. Don’t Wait Till You’re 65 and Broke

🎟️ ⁠The Ramsey Show Live Tour: Get Your Tickets! Dave Ramsey and George Kamel answer your questions and discuss: "I'm 65 and I've never made good decisions with money, where should my focus be at my age?" "Is health insurance a bad investment for our family?" "I'm skeptical abou ... Show More

2h 20m

Aug 8

The Magic Number Needed to Retire Comfortably?

💸 Learn to invest in what matters most. Check out our free investing and retirement resources. How much do you actually need to retire? In this episode, find out what the experts say is themagic number and how to plan today for the retirement of your dreams. Next Steps: • 🎥 Wat ... Show More

14m 13s

Sep 16

Don’t Let Money Drama Keep You Broke

🤔 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Think you’re good with money? Take our Money in America quiz!⁠⁠⁠ Dave Ramsey and Ken Coleman answer your questions and discuss: "I am getting calls regarding debt on my deceased father. How do I handle this?" "Can we get some advice on managing finances with a large ... Show More

2h 20m

Dec 2024

How to Never Go In Debt During The Holidays Again - Money Q&A

Join our free live masterclass teaching you how to Master Your Money Goals in 2025! Sign-Up Here Today we are going to answer these questions: Question 1: How to never Go Into Debt During the Holidays Again Question 2: Should I pay off debt with my emergency fund? Question 3: Why ... Show More

47m 50s

Sep 2024

How Many Credit Cards Should I Have? - Money Q&A

In this Money Q&A episode of the Personal Finance Podcast, we're going to talk about how many credit cards should I have? Today we are going to answer these questions! Question 1: How Many Credit Cards Should You Have? Question 2: Can I Use Personal Expenses on My Business Card? ... Show More

32m 33s

Mar 2025

Is my super performing? How much do I need to retire? Your superannuation questions answered

Superannuation, we all (should!) have it, but are you making the most of it? However you're thinking about super- optimizing for retirement, considering a self-managed super fund (SMSF), or wondering about concessional contributions- this episode breaks it down. We fire through 6 ... Show More

16m 30s

Sep 30

It’s Not Too Late to Get Control of Your Money

🤔 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Think you’re good with money? Take our Money in America quiz!⁠⁠⁠⁠⁠⁠⁠ Dave Ramsey and Ken Coleman answer your questions and discuss: “I work for my parents and I sometimes don’t get paid. How do I talk to them about this?” “My older brother is financially ... Show More

2h 17m

Help for Mom and Me