Podcasts

Custodial Roth IRAs can be a powerful way to help children start saving at an early age. Listen to learn how these accounts could be a good strategy to start building wealth early.

Did you know unused 529 plan money may not have to go to waste? We break down the rules for rolling 529 plan assets into a Roth IRA and explain who qualifies, what the limits are, and how this strategy could benefit long-term financial planning.

Looking wealthy and being wealthy are not the same thing. Listen to this cautionary tale so you don’t fall into this financial trap.

Hidden subscriptions quietly drain your money. In this episode, we challenge you to find, cancel, and reset the subscriptions you do not use so your budget can breathe again.

There has been a small limit change to the 401k limit for a select number of people based on your age. Listen here to learn more about if this change affects you.

Do you ever ask yourself if you are saving enough in your 401K? Learn what the benchmark averages are for US citizens in this episode and jumpstart your financial planning.

Bank interest rates, CD rates, and account interest rates have been notoriously low for a long time but that has changed recently. Learn more in this episode.

The slacker generation gets a bad rap due to that nickname. One area where most of generation X truly slacks is in retirement savings. Listen to some of these facts about Gen X and their retirement.

Did you know about this great provision in the SECURE ACT? You can actually transfer unused 529 Plan money into a Roth IRA! It's a game-changer, offering account holders more flexibility to make the most out of their leftover funds

After about a decade, Bank Certificates of Deposits or CDs are back in style due to their steadily increasing APY rates. Learn what’s causing the push!

Americans are struggling to save their money due to many factors. Learn what things you can do to combat this rising issue!

The number of Americans living paycheck to paycheck is astounding. If you are drowning, there are a few things you can do to feel more financially secure. Learn how in today’s episode!

Beginning and planning the college search with kids can be a very stressful endeavor. Here are a few things parents should consider during the college planning process.

Did you know you can open a Roth IRA for your kids? You can establish as a guardian on the account and manage it for your children!

Since yesterday was Online Bank Day, we wanted you to know that using an online bank is a great hack that often earns you a higher interest rate on your account compared to most brick and mortar banks!

Follow these 7 money saving tips to help you become a successful saver in your day to day life.

Saving money with solar is a topic that is becoming more and more popular. Chris interviews James Kennedy, the CEO of Beach Cities Solar Consulting on the subject of how switching to solar can be a smart financial investment whether for commercial use or residential.

Having an emergency fund can mean the difference between a heavy financial setback and a minor inconvenience. Chris Calandra goes over the importance of emergency funds and how people can go about saving for it. Being prepared for the unexpected financial surprises life throws at us could turn what would have been a major problem into a minor inconvenience.

Determining your tax bracket is not as simple as just adding up your income and checking a tax table. Did you know that all of your income is not taxed at the same rate? Chris quickly explains your marginal tax rate and how it is different from your average tax rate.

Listen to what required minimum distribution (RMD) choices you can take.