Money Talks Podcast With Dan Joss

Money Talks w. Greg and Dan - Day Trading

#moneytalks #financialwisdom For more info check out https://www.jossbrown.com/ or call (757) 903 - 2127

Money Talks w. Greg and Dan - What is Compound Interest?

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Money Talks w. Greg and Dan - CFP's

#moneytalks #financialwisdom For more info check out https://www.jossbrown.com/ or call (757) 903 - 2127

Money Talks w. Greg and Dan - Pet Insurance

#moneytalks #financialwisdom For more info check out https://www.jossbrown.com/ or call (757) 903 - 2127

Money Talks w. Greg and Dan - Umbrella Insurance

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Money Talks w. Greg and Dan - House Money Effect

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Money Talks w. Greg and Dan - T.I.N.A.

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Money Talks w. Greg and Dan - Side Gigs

#moneytalks #financialwisdom For more info check out https://www.jossbrown.com/ or call (757) 903 - 2127

Money Talks w. Greg and Dan - Renters Insurance

#moneytalks #financialwisdom For more info check out https://www.jossbrown.com/ or call (757) 903 - 2127

Money Talks w. Greg and Dan - Real Estate and Closing Costs

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Money Talks w. Greg and Dan - Too Much Money

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Money Talks w. Greg and Dan - Too Much Cash

#moneytalks #financialwisdom For more info check out https://www.jossbrown.com/ or call (757) 903 - 2127

Money Talks w. Greg and Dan - Roth IRAs

#moneytalks #financialwisdom For more info check out https://www.jossbrown.com/ or call (757) 903 - 2127

Money Talks w. Greg and Dan - Debt

#moneytalks #financialwisdom For more info check out https://www.jossbrown.com/ or call (757) 903 - 2127

Money Talks w. Greg and Dan - Survivorship Bias

#moneytalks #financialwisdom For more info check out https://www.jossbrown.com/ or call (757) 903 - 2127

Money Talks w. Greg and Dan - Rebalancing Portfolios

#moneytalks #financialwisdom For more info check out https://www.jossbrown.com/ or call (757) 903 - 2127

Money Talks w. Greg and Dan - Financial Net Worth Analysis

#moneytalks #financialwisdom For more info check out https://www.jossbrown.com/ or call (757) 903 - 2127

Money Talks w. Greg and Dan - Bitcoin

#moneytalks #financialwisdom For more info check out https://www.jossbrown.com/ or call (757) 903 - 2127

Money Talks w. Greg and Dan - Living with Margin

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Money Talks w. Greg and Dan - Money Disciplines

#moneytalks #financialwisdom There are many ways and many reasons to give. In this episode of Money Talks, Greg and Dan explore best practices in giving and how to make giving a disciplined practice. For more info check out https://www.jossbrown.com/ or call (757) 903 - 2127

Money Talks w. Greg and Dan - Financial Disciplines

#moneytalks #financialwisdom Being disciplined in your spending and lifestyle can provide important insights about your financial situation. In this episode of Money Talks, Greg and Dan unpack what it means to be financially disciplined and specific ways to re-engage control over your money. For more info check out https://www.jossbrown.com/ or call (757) 903 - 2127

Money Talks w. Greg and Dan - Financial Legacies

#moneytalks #financialwisdom How can we leave our children with the optimal financial situation for them? In this episode of Money Talks, Greg and Dan discuss organizing your financial legacy and helping your children be purposeful, generous, and content. For more info check out https://www.jossbrown.com/ or call (757) 903 - 2127

Money Talks w. Greg and Dan - Financial Legacies

#moneytalks #financialwisdom For more info check out https://www.jossbrown.com/ or call (757) 903 - 2127

Money Talks w. Greg and Dan - IRA Contributions

#moneytalks #financialwisdom Individual Retirement Accounts (IRAs) can help you save for your best possible retirement.  In this episode of Money Talks, Greg and Dan explore both Traditional and Roth IRAs and some of the nuances involved in saving for retirement. For more info check out https://www.jossbrown.com/ or call (757) 903 - 2127

Not Sure How To Use Your Stimulus Check? - Money Talks

Many Americans recently received a stimulus check and aren't sure of the best path forward. In this episode of Money Talks, Greg and Dan consider multiple options with "sudden money" and how to plan before receiving it. #moneytalks #financialwisdom For more info check out https://www.jossbrown.com/ or call (757) 903 - 2127

Money Talks w. Greg and Dan - Financial Decisions

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Money Talks w. Greg and Dan - 529's

#moneytalks #financialwisdom For more info check out https://www.jossbrown.com/ or call (757) 903 - 2127

Money Talks w. Greg and Dan - Disability Insurance

#moneytalks #financialwisdom For more info check out https://www.jossbrown.com/ or call (757) 903 - 2127

Money Talks w. Greg and Dan - IRA's

#moneytalks #financialwisdom For more info check out https://www.jossbrown.com/ or call (757) 903 - 2127

Money Talks w. Greg and Dan - Identity Theft

#moneytalks For more info check out https://www.jossbrown.com/ or call (757) 903 - 2127

Money Talks w. Greg and Dan - Cost Basis

#moneytalks For more info check out https://www.jossbrown.com/ or call (757) 903 - 2127

Money Talks w. Greg and Dan - Emergency Funds

#moneytalks For more info check out https://www.jossbrown.com/ or call (757) 903 - 2127

Money Talks w. Greg and Dan - Lending to Family

Money Talks w. Greg and Dan - Legal Documents for College Students

Money Talks w. Greg and Dan - Retirement

Money Talks w. Greg and Dan - Economies

Money Talks w. Greg and Dan - Markets

moneytalks How can the economy be so poor right now, but stocks are sky rocketing? Well this can be because a few companies are doing very well, while many are doing poorly. UPS, FEDEX, Amazon, Netflix are a few companies doing very well. But cruise lines and entertainment are not great. Just because some markets are doing well doesn't mean that the economy is doing well. The stock market always goes up because the strong companies survive. This we invest with a longview perspective. For m...

Money Talks w. Greg and Dan - Rebalancing Principles

Money Talks w. Greg and Dan - Time

#moneytalks Time stewardship.  There are three groups of time: focus time, free time, and buffer time.   Focus time is for working at what you need to do your best at.  Free time is for rest and relaxation.  Buffer time is for everything in between. Wealth advisor Dan Joss explains how to divide our time, so we are always working hard, but resting just as hard.  For more info check out https://www.jossbrown.com/ or call (757) 903 - 2127

Money Talks w. Greg and Dan - Life Insurance

#moneytalks Dan Joss talks about life insurance for unemployed people like some spouses for example. Life insurance for the employed usually is given to the spouse after the employed passes away. However the unemployed spouse brings value tot he relationship and if they were to pass away, the living spouse would need to pay someone to fulfill that value that the deceased spouse brought to the relationship. Those costs should be added together to determine how much life insurance the unemploy...

Money Talks w. Greg and Dan - Long term care insurance

#moneytalks A study in 2016 found that about half of 65 year olds today will eventually develop a disability and require long term care services. This services are usually for everyday basic activities such as bathing and getting out of bed. Health insurance does not cover the help required. Medicaid does not cover this. Long care insurance must be purchased before you need it and before it's too expensive. For more info check out https://www.jossbrown.com/ or call (757) 903 - 2127

Money Talks w. Greg and Dan - Holiday Gift Giving

#moneytalks Give as you've decided, not under compulsion. God loves a cheerful giver, but make sure you give what you've decided to give. Make sure you make a budget for how much you give, instead of overthinking how much you will give. Don't give expecting to get something in return, and also don't give more than you are able. We are giving, not trading. For more info check out https://www.jossbrown.com/ or call (757) 903 - 2127

Money Talks w. Greg and Dan - Opportunities

Money Talks w. Greg and Dan - Opportunities

#moneytalks Everyday brings new decisions and many of those will be money related. Dan Joss has a separate fund called an opportunity fund. These are savings used for opportunities that come up. This is different than a emergency fund because this is specifically put aside for opportunities that are non necessity. If there is an opportunity for a boat, a fancy car, a new computer or anything else, this fund is used for that. For more info check out https://www.jossbrown.com/ or call (757...

Money Talks w. Greg and Dan - Total Cost of Ownership

#moneytalks People buy many things over their lifetime, but do they know how much total cost of ownership is? Sure a new car might be $20k, but there are other fees that go into that. Taxes, fuel, maintenance, insurance are all "hidden" fees that go into the whole price of ownership for that car. Rent might be cheap but don't forget HOA fees, utilities, WIFI and other various fees. Take this into account when you purchase new things. For more info check out https://www.jossbrown.com/ or ...

Money Talks w. Greg and Dan - Social Security (UPDATE)

#moneytalks Social security is a retirement income. Now you can withdraw your benefits within 12 months of starting it.  This way you can apply later for a higher benefit when you are 70.  This could be a strategic move to do if you think your life expectancy will be higher than previously thought.  Or you can do this is you want the remaining spouse to receive full benefits. For more info check out https://www.jossbrown.com/ or call (757) 903 - 2127

Money Talks w. Greg and Dan - Statistics

#moneytalks In this episode of Money Talks, Dan Joss financial advisor and life planner discusses some various statistics concerning he current state of the economy. For example he goes over how people spent their stimulus check that was given during early covid. He also explains the current state of loans and why interest rates are at an all time low. For more info check out https://www.jossbrown.com/ or call (757) 903 - 2127

Money Talks w. Greg and Dan - Year End Retirement Account Tasks

#moneytalks Save early, save often. All retirement accounts in some sense are IRA's. Traditional IRA's can be funded with $6000 a year, or $7000 if you are over 50. Instead of waiting to put money in your IRA right before tax season, Dan Joss says you should start putting money in the account in early January. By doing this that money has 16 months to "work for you". There are many other IRA's that can help you save even up to 25% of your yearly income. So that $6000 could possible become $5...

Money Talks w. Greg and Dan - Stress

#moneytalks For more info check out https://www.jossbrown.com/ or call (757) 903 - 2127

Money Talks w. Greg ad Dan - End Of Year Planning

#moneytalks For more info check out https://www.jossbrown.com/ or call (757) 903 - 2127