Feb 26
Gen Z, Loud Budgeting & the New Rules of Adulting
In this episode, Shari sits down with Holly O’Neill, who has a front-row view of the financial behavior of 69 million clients, to unpack what Gen Z is really doing with their money and why it matters for every generation. From the rising cost of living and the true price of “adul ... Show More
33m 17s
Dec 2019
Year-End Money Moves for 2019
December is upon us, which means I basically have your attention for about two more weeks max.
So while I have you, and as the year comes to an end, it's a perfect time to review some year-end financial planning tips.
For such an occasion there's no better person than Michael Goo ... Show More
29m 20s
Sep 2022
Friday Flight - Taxing Loan Forgiveness, Everyday Money Fights, & Virtuous Investing #567
<p>Time for our Friday Flight! These episodes are a sampling of the week’s financial news and the impact on your personal finances. There are a lot of headlines out there, but we distill it down to specific takeaways that will allow you to kick off the weekend informed and help y ... Show More
31m 14s
Apr 2024
Ask HTM - Investing Deadlines, Building Generational Wealth, & Coping With Financial Regrets #808
<p>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 g ... Show More
56m 36s
Jul 2024
Ask HTM - Utilizing Roth Contributions in a Pinch, SAVE Plan for High Earners, & Buying a Home to Save Money #847
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
53m 59s
Dec 2021
Friday Flight - Unprepared Borrowers, Unconscionable Bank Fees, & Uplifting Tax Strategies #444
It's time for a Friday Flight! These episodes are all about the week’s financial news and the impact on your personal finances. There are a lot of headlines out there, but we distill it down to specific takeaways that will allow you to kick off the weekend informed and help you t ... Show More
26m 24s
Apr 2023
Ask HTM - Waiting to Pay Monthly Bills, Whether Invested Dollars are Safe, & Buying a Parent's House #658
<p>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 <a href="https://www.howtomoney.com/ask/">HowToMoney.com/ask</a> , send us your voice memo. Regardless ... Show More
49m 44s
Jul 2021
Friday Flight - Crazy Rich Millennials, Rising Rents, & A Shady Way to Pay for College #387
It's time for a Friday Flight! These episodes are all about the week’s financial news and the impact on your personal finances. There are a lot of headlines out there, but we distill it down to specific takeaways that will allow you to kick off the weekend informed and help you t ... Show More
29m 6s
Jun 2023
Ask HTM - Paying Off Student Loans Without Dinging My Credit, DIY Tax Loss Harvesting, & Financially Preparing for a Baby #688
<p>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 <a href="https://www.howtomoney.com/ask/">HowToMoney.com/ask</a> , send us your voice memo. Regardless ... Show More
51m 59s
Feb 2022
Friday Flight - Emoji Investing, Crypto Tax Refunds, & When Buying Used Costs You More #477
It's time for a Friday Flight! These episodes are all about the week’s financial news and the impact on your personal finances. There are a lot of headlines out there, but we distill it down to specific takeaways that will allow you to kick off the weekend informed and help you t ... Show More
28m 4s
Mar 2023
Ask HTM - 1.5x Speed on Savings Goals, Free Tax Prep Software, & Too Old to Invest? #646
<p>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 <a href="https://www.howtomoney.com/ask/">HowToMoney.com/ask</a> , send us your voice memo. Regardless ... Show More
50m 6s
It's always a happy day when you check your bank account and see that your tax refund has hit your account. It almost doesn't matter how much, or how little the amount is....it feels like free money. However, your tax refund is a refund of payments you've already made throughout the year that is over the amount that you should've paid. So, since it's your mo ... Show More
