Your Money's Worth
169 episodes - English - Latest episode: over 1 year ago - ★★★★ - 318 ratingsKiplinger delivers timely, actionable personal finance guidance to help you earn, keep, and make the most of your money. Each new episode has down-to-earth insights on saving for retirement, cutting your tax bill, investing for growth and income, maintaining good credit, and much more.
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Episodes
Episode 164: The Best Tools for Investing, Stock Trading with Dan Burrows
September 27, 2022 09:00 - 24 minutes - 34.5 MBRetail stock investors are said to be living in a golden age when it comes to the convenience and cost of trading. But picking a broker should still be a conscious decision. We look at today’s options. Links mentioned in this episode: The Best Online Brokers and Trading Platforms, 2022 https://www.kiplinger.com/investing/wealth-management/online-brokers/605136/the-best-online-brokers-and-trading-platforms Who Are the Best Small Online Brokers? https://www.kiplinger.com/investing/...
Episode 163: Is There a Tax Bomb in Your Retirement Portfolio?
September 06, 2022 09:00 - 34 minutes - 47.8 MBIf you’ve dutifully socked away money in a 401(k) or IRA for years, you could be in for an unpleasant shock when it comes time to take money out of those accounts. Also, the IRS is sending out a surprise round of checks. Links mentioned in this episode: https://www.kiplinger.com/retirement/retirement-planning/605109/is-your-retirement-portfolio-a-tax-bomb https://www.kiplinger.com/retirement/retirement-planning/605146/watch-out-rmds-can-trigger-massive-medicare-means-testing https:...
Episode 162: Tax Breaks for College Financing with Kalman Chany
August 23, 2022 09:00 - 42 minutes - 59.4 MBKalman Chany, author of the Princeton Review’s Paying for College will help you find every bit of tax relief available. Also, the USPS raises rates for the holidays. Links mentioned in this episode: USPS to Raise Rates for "Holiday" Season Again https://www.kiplinger.com/personal-finance/605110/usps-to-raise-rates-for-holiday-season-again Paying for College, 2023: Everything You Need to Maximize Financial Aid and Afford College https://www.amazon.com/Paying-College-2023-Everythi...
Episode 161: Oh, the Places You (Might) Go: Picking a Retirement Destination
August 09, 2022 09:00 - 27 minutes - 38.3 MBYou don’t have to be ready to retire to consider where you might go. We'll talk about how and why we make our lists of great destinations. Links mentioned in this episode: Can You Trust TikTok’s Advice? https://www.kiplinger.com/investing/cryptocurrency/603519/can-you-trust-tiktoks-advice How to Shop for Life Insurance https://www.kiplinger.com/article/insurance/t034-c000-s002-how-to-shop-for-life-insurance.html 7 Standout Places to Retire https://www.kiplinger.com/retir...
Episode 160: Brandon Copeland on Real Estate, Recession Risk and Building a Brand
July 26, 2022 09:00 - 38 minutes - 53.3 MB“Professor Cope” – NFL player and Kiplinger editor– joins us for the latest on his ventures and videos. Also, we clarify some of the terms around Series I bonds. Links mentioned in this episode: Fight Inflation with Series I Bonds https://www.kiplinger.com/personal-finance/banking/savings/savings-bonds/603848/fight-inflation-with-series-i-bonds Vladimir Ilyich Lenin: Imperialism, the Highest Stage of Capitalism https://www.marxists.org/archive/lenin/works/1916/imp-hsc/ch08.htm ...
Investing for Income with Jeffrey Kosnett (Episode 144 rebroadcast)
July 12, 2022 09:00 - 33 minutes - 46 MBSteady income, moderate growth, manageable risk — those are the goals that Jeffrey Kosnett, the editor of Kiplinger’s Investing for Income, has been pursuing for decades. Also, a quick look at holiday shopping strategies. Links mentioned in this episode: Kiplinger’s Investing for Income https://store.kiplinger.com/kiplingers-investing-for-income.html Don’t Overlook Preferred Stocks https://www.kiplinger.com/investing/etfs/603643/dont-overlook-preferred-stocks Stay Above the Inte...
Episode 159: Car-Buying in an Inflated Market with Jenni Newman
June 28, 2022 09:00 - 41 minutes - 57.6 MBWith cars both scarce and expensive these days, what should you do if you want – or need – a new ride? Car-buying strategist Jenni Newman of cars.com shares some tips. Also, more on the magical 9% bond. Links mentioned in this episode: Kiplinger’s Economic Outlooks: Inflation https://www.kiplinger.com/economic-forecasts/inflation Fight Inflation with Series I Bonds https://www.kiplinger.com/personal-finance/banking/savings/603848/fight-inflation-with-series-i-bonds Treasury...
Episode 158: Helping Graduates Find Jobs with Beth Hendler-Grunt
June 14, 2022 09:00 - 34 minutes - 47.9 MBCollege graduates looking to land that first real job will need to know how to ace the virtual interview and be prepared to do good old-fashioned research and networking. Also, gas prices are high, but try a little global perspective. Links mentioned in this episode: Gas Prices Around the World https://www.kiplinger.com/personal-finance/shopping/cars/604410/gas-prices-around-the-world Gas-Saving Tips That Actually Work https://www.kiplinger.com/personal-finance/how-to-save-mon...
Episode 157: Is a Recession Coming?
May 31, 2022 09:00 - 33 minutes - 46.3 MBWith a lot of recession talk out there, we might just talk ourselves into one. We take that risk with Jim Patterson of the Kiplinger Letter. Also, dollar stores: deal or no deal? Links: 15 Best Things to Buy at Dollar Stores (Dollar Tree Included) https://www.kiplinger.com/personal-finance/how-to-save-money/602810/best-things-to-buy-at-dollar-stores-dollar-tree 17 Worst Things to Buy at Dollar Stores (Dollar Tree Included) https://www.kiplinger.com/personal-finance/spending/...
Episode 156: This Couple Tackles Love and Money as a Team
May 17, 2022 09:00 - 35 minutes - 48.7 MBFyooz Financial, the husband and wife team of Dan and Natalie Slagle have carved out a niche advising other couples with the money questions that come with pairing up. Links mentioned in this episode: Midyear Investing Outlook: Where to Invest Now https://www.kiplinger.com/investing/stocks/stocks-to-buy/602844/midyear-investing-outlook-where-to-invest-now Sell in May and Go Away? Here We Go Again … https://www.kiplinger.com/investing/602700/sell-in-may-and-go-away-2022 5 Stoc...
Episode 155: Which Documents to Keep, Which to Shred, and Which to Scan
May 03, 2022 09:00 - 31 minutes - 43.4 MBA speedy recovery from disaster can depend on your financial recordkeeping. Kiplinger’s Personal Finance writer Rivan Stinson tells us how to keep our affairs in order. Also, will you be able to invest your 401(k) money in bitcoin? Links mentioned in this episode: Now You Can Own Bitcoin in 401(k)s. Should You? https://www.kiplinger.com/investing/cryptocurrency/604597/now-you-can-own-bitcoin-in-401ks-should-you Trading Options for Your 401(k) https://www.kiplinger.com/retireme...
Episode 154: Decoding ESG Investing with Ellen Kennedy
April 19, 2022 09:00 - 31 minutes - 44 MBEnvironmental, social and governance investing is simpler than it sounds, and has a profitable track record to boot. Links mentioned in this episode: 7 Money-Smart Ways to Spend Your Tax Refund https://www.kiplinger.com/taxes/tax-refunds/602762/money-smart-ways-to-spend-your-tax-refund Amy Domini on the Secrets of Sustainable Investing https://www.kiplinger.com/investing/esg/604272/secrets-of-sustainable-investing Double Your ESG Impact With Funds Tied to Charities https:/...
Episode 153: High Gas Prices with The Kiplinger Letter’s Jim Patterson
April 05, 2022 09:00 - 30 minutes - 42.4 MBConsumers are feeling the pinch at the pump; how long will prices stay high? Plus, Congress starts to fiddle with retirement-savings rules again. Links mentioned in this episode: SECURE Act 2.0: 14 Ways the Proposed Law Could Change Retirement Savings https://www.kiplinger.com/retirement/retirement-plans/602821/secure-act-2 How the SECURE Act Will Impact Your Retirement Plan https://www.kiplinger.com/podcast/retirement/t049-c000-s002-how-secure-act-impacts-retirement-plan...
Episode 152: The 2022 Real Estate Market with Daniel Bortz
March 22, 2022 09:00 - 29 minutes - 41.3 MBDaniel Bortz doesn’t just write about home sales and housing prices – he’s been in the business. He’ll share insights about the real estate outlook for 2022 and “how-to” tips for both buyers and sellers. Also, the pain of high gas prices. Links mentioned in this episode: Kiplinger’s Economic Outlooks: Energy Prices https://www.kiplinger.com/economic-forecasts/energy How Much Will Home Prices Continue to Rise in 2022? https://www.kiplinger.com/real-estate/buying-a-home/604252/home-...
Episode 151: The Future of Certified Financial Planners with Kamila Elliott
March 08, 2022 10:00 - 32 minutes - 44.5 MBNot all financial advice is the same. We talk with the chair of the CFP Board about what she’s doing to preserve her brand and extend its reach. Also, the right way to file your tax returns for free. Links mentioned in this episode: IRS Free File: Do your Taxes for Free https://www.irs.gov/filing/free-file-do-your-federal-taxes-for-free How to File Your Taxes for Free (Kiplinger) https://www.kiplinger.com/taxes/tax-filing/604124/how-to-file-your-taxes-for-free Extending Fi...
Episode 150: Make Your Credit Score Count with Lisa Gerstner
February 22, 2022 10:00 - 32 minutes - 45.2 MBThere’s no escaping your credit score, so what can you do to make it better? Kiplinger’s credit expert joins us to talk strategy. Also, a number of new electric cars are joining the market this year. Will one work for Sandy? Links mentioned in this episode: Save Money With an Electric Car https://www.kiplinger.com/personal-finance/shopping/cars/601936/save-money-with-an-electric-car Federal Tax Credits for New All-Electric and Plug-in Hybrid Vehicles https://www.fueleconomy....
Episode 149: National Taxpayer Advocate Erin M. Collins Wants to Help
February 08, 2022 10:00 - 29 minutes - 41.5 MBYour tax dollars are at work funding a government bureau to help you deal with the IRS. Strange but true! Also, the price of Amazon is going up. Links mentioned in this episode: Amazon Raising Annual Fees for Amazon Prime Membership https://www.kiplinger.com/personal-finance/spending/604171/amazon-raising-annual-fees-for-amazon-prime-membership 40 Best Amazon Prime Benefits to Use in 2022 https://www.kiplinger.com/personal-finance/spending/602399/best-amazon-prime-benefits ...
Episode 149: National Taxpayer Advocate Erin M. Collin Wants to Help
February 08, 2022 10:00 - 29 minutes - 41.5 MBYour tax dollars are at work funding a government bureau to help you deal with the IRS. Strange but true! Also, the price of Amazon is going up. Links mentioned in this episode: Amazon Raising Annual Fees for Amazon Prime Membership https://www.kiplinger.com/personal-finance/spending/604171/amazon-raising-annual-fees-for-amazon-prime-membership 40 Best Amazon Prime Benefits to Use in 2022 https://www.kiplinger.com/personal-finance/spending/602399/best-amazon-prime-benefits ...
Episode 148: The “Gray Resignation” with Liz Windisch
January 25, 2022 10:00 - 27 minutes - 38 MBPandemic pressures (and high stock and real estate values) are leading many to try to move up retirement. Plus, tax-filing season gets under way. Links mentioned in this episode: When Can You File Your Taxes This Year? https://www.kiplinger.com/taxes/tax-filing/604041/when-can-you-file-your-taxes-this-year Child Tax Credit FAQs for Your 2021 Tax Return https://www.kiplinger.com/taxes/602431/child-tax-credit-2021-faqs Talking With the Taxpayer Advocate: The IRS Is Under Stres...
Episode 147: The Kiplinger Letter’s Top 10 Forecasts for 2022 with John Miley
January 11, 2022 10:00 - 38 minutes - 53.7 MBWhat to expect from the U.S. economy and an election-year Congress, as well as the outlook for cryptocurrency regulations, TikTok and more. Plus, we give the Elizabeth Holmes verdict a think. Links mentioned in this episode: Kiplinger’s Economic Outlook: GDP https://www.kiplinger.com/economic-forecasts/gdp Kiplinger’s Economic Outlook: Inflation https://www.kiplinger.com/economic-forecasts/inflation Kiplinger’s Economic Outlook: Jobs https://www.kiplinger.com/economic-foreca...
Episode 146: The 2022 Stock-Market Outlook with Anne Smith and James K. Glassman
December 28, 2021 10:00 - 36 minutes - 49.7 MBSure, measuring stock markets by calendar years is a bit artificial, but it’s still a good way to give your portfolio a checkup. Two Kiplinger investing editors join us to forecast what stocks and sectors will fare well in 2022. Also, did you know how the 401(k) got its start? Links mentioned in this episode: Meet the Architect of the 401(k) Plan https://www.kiplinger.com/retirement/retirement-plans/401ks/603971/meet-the-architect-of-the-401k-plan Kiplinger’s Investing Outlook http...
Episode 119 (Rebroadcast): Having the Money Talk with Your Parents
December 14, 2021 10:00 - 29 minutes - 41.4 MBManaging your parents' finances can be a difficult situation. Doing so if you haven't laid down a plan for how to do it is worse. Cameron Huddleston, a Kiplinger alumna and author of a book on having those conversations has help. Also, how to squeeze every last dollar out of the Recovery Rebate Credit. --LINKS-- What's the Recovery Rebate Credit?: https://www.kiplinger.com/taxes/602269/what-is-the-recovery-rebate-credit; Mom and Dad, We Need to Talk, by Cameron Huddleston: https://came...
Episode 144: Investing for Income with Jeffrey Kosnett
November 30, 2021 10:00 - 38 minutes - 52.5 MBSteady income, moderate growth, manageable risk — those are the goals that Jeffrey Kosnett, the editor of Kiplinger’s Investing for Income, has been pursuing for decades. Also, a quick look at holiday shopping strategies. Links mentioned in this episode: Resist the Impulse to Buy These 14 Holiday Gifts https://www.kiplinger.com/personal-finance/shopping/601753/worst-gifts-to-impulse-buy-for-the-holidays Kiplinger’s Investing for Income https://store.kiplinger.com/kiplingers-investi...
Episode 143: Changes Coming to Flood Insurance with Laura Lightbody
November 16, 2021 10:00 - 31 minutes - 43.4 MBThe National Flood Insurance Program is getting an overhaul that could send your rates up (or down). We dig into what's changing with this coverage that many have—and many more need. Also, a bond that pays over 7 percent, for now. Links mentioned in this episode: When Savings Bonds Make Sense https://www.kiplinger.com/article/credit/t065-c000-s002-when-savings-bonds-make-sense.html What Grandparents Need to Know About Using Savings Bonds for a Grandchild’s Education https://w...
Episode 142: Brandon Copeland on Reaching Financial Freedom
November 02, 2021 09:00 - 45 minutes - 62.9 MBAtlanta Falcons linebacker and Kiplinger contributing editor Brandon Copeland joins us to reflect on what he’s learned from working with us. Plus, billed for a COVID shot? Don’t pay. Links mentioned in this episode: Brandon Copeland Cope’ing with Money features https://www.kiplinger.com/brandon-copeland Billed for a COVID-19 Vaccine? Dot Pay https://www.kiplinger.com/personal-finance/insurance/health-insurance/603639/billed-for-a-covid-19-vaccine-dont-pay A Champion’s Mindset: Fa...
Episode 141: Target Date Funds with Tony Drake
October 19, 2021 09:00 - 31 minutes - 43.7 MBThe simplicity of target date funds has made them popular, particularly among 401(k) investors. But investors may be paying a price. Links mentioned in this episode: Inheriting an Annuity? Here’s a Little-Known Way to Stretch Its Tax Benefits https://www.kiplinger.com/article/retirement/t003-c032-s014-inheriting-an-annuity-stretch-its-tax-benefits.html Retirement Ready (Tony Drake radio program) https://retirementreadyshow.com/about-us/ Is a Target Date Fund Right for You? http...
Episode 140: The Perils of Inheritance, with Tim Steffen
October 05, 2021 09:00 - 33 minutes - 46.3 MBJust because you’re in the will doesn’t mean you’re sitting pretty. Also: Does October deserve its scary reputation for stocks? Links mentioned in this episode: 18 States With Scary Death Taxes https://www.kiplinger.com/retirement/inheritance/601551/states-with-scary-death-taxes PODCAST: Estate-Planning Your Stuff with T. Eric Reich https://www.kiplinger.com/retirement/estate-planning/602721/podcast-estate-planning-your-stuff-with-t-eric-reich
Episode 139: ETFs vs. Mutual Funds, with Todd Rosenbluth
September 21, 2021 09:00 - 48 minutes - 67.3 MBMutual funds and exchange-traded funds -- two different but similar ways to invest. How to choose? Fund expert Todd Rosenbluth helps us sort it out. Also, if you have a leased car, don’t leave money on the table. Links mentioned in this episode: iSeeCars: Best Leased Cars to Buy Back and Sell for Profit https://www.iseecars.com/best-leased-cars-to-buy-study ETFs vs. Mutual Funds: Why Investors Who Hate Fees Should Love ETFs https://www.kiplinger.com/investing/etfs/602576/etfs-v...
Episode 138: Be a Better Complainer, with Emma Patch
September 07, 2021 09:00 - 28 minutes - 38.7 MBIn today's customer-service environment, getting through and getting results takes determination -- and skill. We'll talk about techniques to help you get help. Links mentioned in this episode: 10 Things to Know About Hurricane Insurance Claims https://www.kiplinger.com/slideshow/insurance/t028-s001-10-things-to-know-about-hurricane-insurance-claims/index.html After Hurricanes, Beware of Flooded Cars for Sale https://www.kiplinger.com/personal-finance/shopping/cars/603...
Episode 137: Lessons from Top Investing Gurus, with Adam Shell
August 24, 2021 09:00 - 30 minutes - 42.6 MBWriter Adam Shell has distilled advice from seven Wall Street savants into guidance the individual investor can profit from. Links mentioned in this episode: https://minorleaguebaseballrelief.com/ Lessons from Top Investing Gurus https://www.kiplinger.com/investing/602998/lessons-from-top-investing-gurus Warren Buffett Stocks Ranked: The Berkshire Hathaway Portfolio https://www.kiplinger.com/investing/stocks/602261/warren-buffett-stocks-ranked-the-berkshire-hath...
Episode 136: The Ins and Outs of IRAs with Ed Slott, CPA
August 10, 2021 09:00 - 36 minutes - 50.2 MBSaving for retirement? Good start. But almost everyone has something to learn about optimizing their individual retirement account from IRA strategist Ed Slott. Also, the next round of retirement-planning changes Congress is eyeing. Links mentioned in this episode: SECURE Act 2.0: 10 Ways the Proposed Law Could Change Retirement Savings https://www.kiplinger.com/retirement/retirement-plans/602821/secure-act-2-10-ways-the-proposed-law-could-change-retirement-savings Ed Slott & Co. L...
Episode 135: Investing in Space: The Sky Is Not the Limit
July 27, 2021 09:00 - 37 minutes - 52.6 MBPioneering fund manager Andrew Chanin knows where investing opportunities are in space. Also: Inflation is here -- how should you adjust your investments? Shield Your Portfolio From Inflation https://www.kiplinger.com/investing/etfs/603178/shield-your-portfolio-from-inflation How to Cash In on the Final Frontier https://www.kiplinger.com/investing/stocks/stocks-to-buy/602865/how-to-cash-in-on-the-final-frontier Procure AM https://procureetfs.com/
Episode 134: Get the Most from the Expanded Child Tax Credit
July 13, 2021 09:00 - 35 minutes - 48.7 MBThe latest government stimulus is a much-more generous child tax credit, with a new twist: The IRS is going to send you money each month, if you're eligible. Also, what marrying will do to your taxes. Links mentioned in this episode: 2021 Child Tax Credit Calculator https://www.kiplinger.com/taxes/602334/2021-child-tax-credit-calculator Child Tax Credit 2021: Who Gets $3,600? Will I Get Monthly Payments? And Other FAQs https://www.kiplinger.com/taxes/602431/child-tax-cred...
Episode 133: How to Get a Car Deal in a Crazy Market with Karl Brauer
June 29, 2021 13:55 - 38 minutes - 53.2 MBAs used car values soar, the old rules of how to get the best price still hold. Also, in the stock market, value stocks pull a rotation move on growth. Keywords: Kiplinger, Your Money's Worth, used car deals, how to negotiate car prices, used car deals, Karl Brauer, iseecars, buying a used car for less, trade-in values Kiplinger's Closing Bell newsletter https://my.kiplinger.com/generic/investing/t052-c000-s001-sign-up-for-the-closing-bell.html The 16 Best Value Stocks for th...
Episode 132: Keep Your Identity Safe and the Hackers at Bay
June 14, 2021 20:42 - 37 minutes - 51.7 MBCybercriminals are in the news for targeting companies with ransomware, but they're still up for stealing your identity as well. We have the latest on protecting yourself. Also, student loan rates are going up. Links mentioned in this episode: Biden Extends Student Loan Relief, Is Loan Forgiveness Next?: https://www.kiplinger.com/personal-finance/credit-debt/loans/student-loans/602114/president-biden-extends-student-loan-relief ; Protect Yourself Against New ID-Theft Schem...
Episode 131: Marijuana Investing: High Risk, High Reward?
June 02, 2021 18:41 - 45 minutes - 62.5 MBA rapidly evolving legal landscape is keeping cannabis investors on their toes. We talk to private equity investor Matt Hawkins, who has long experience in the sector, about pot's potential. Also: unemployment insurance versus a tight labor market. --LINKS-- Taxes on Unemployment Benefits: A State-by-State Guide: https://www.kiplinger.com/taxes/state-tax/602307/taxes-on-unemployment-benefits-a-state-by-state-guide; The Basics of Unemployment Benefits: Who Qualifies, How to Apply, Ho...
Episode 130: Is Your Home Insured Against Disaster? Better Check
May 18, 2021 18:45 - 32 minutes - 30 MBWe'll knock down some misconceptions about what home insurance actually covers to make sure you're not left high and dry when things get wet (or hot, or shaky). Also, inflation is here. Time to freak out? --LINKS-- Kiplinger’s latest forecast on inflation: https://www.kiplinger.com/economic-forecasts/inflation; How to Protect Your Home from Natural Disasters with the Right Insurance: https://www.kiplinger.com/real-estate/home-improvement/602297/protect-your-home-from-natures-wrath; Home...
Episode 129: Tap the Money Tied Up in Your Home with Keith Gumbinger
May 11, 2021 09:00 - 25 minutes - 23.5 MBHousing prices have been on a tear, and that means home equity is up, too. Turning that value into cash in your wallet can be complicated, though. Equity expert Keith Gumbinger helps us sort it out. Also, "Sell in May and Go Away": urban legend or investing strategy? --LINKS-- Sell in May and Go Away? Here We Go Again … : https://www.kiplinger.com/investing/602700/sell-in-may-and-go-away-here-we-go-again; Keith Gumbinger, Vice President of HSH.com: https://www.hsh.com/press-room/author/k...
Is a Fix Coming Soon for Social Security? (Ep. 112 Rebroadcast)
May 04, 2021 19:02 - 28 minutes - 25.8 MBManaging editor of the Kiplinger Retirement Report Catherine Siskos joins us to talk about what a new administration and Congress might do to solve Social Security's looming funding problems. Also, buy now - pay later plans and what to do with a used shoe. --LINKS-- Big Changes Likely for Social Security, Medicare Under a Biden Presidency: https://www.kiplinger.com/retirement/social-security/601700/big-changes-likely-for-social-security-medicare-under-a-biden; What Is the Social Securit...
Episode 127: Annuities: How They Could Work for You.
April 28, 2021 14:23 - 28 minutes - 26 MBNo doubt, investing in annuities can be a tough call for the active investor. But there comes a time when relinquishing some control for reliable income can be a wise move. Also: Remembering the biggest financial fraud in history. --LINKS-- How Annuities Are Taxed: https://www.kiplinger.com/retirement/annuities/602248/how-annuities-are-taxed; Annuities Just May Be the Broccoli of Retirement Planning: https://www.kiplinger.com/retirement/annuities/602199/annuities-just-may-be-the-brocco...
Episode 126: Estate-Planning Your Stuff, with T. Eric Reich
April 20, 2021 09:00 - 28 minutes - 26.3 MBWhat to do with the house, the vacation house and the china? We talk with a financial adviser who's got some wise counsel. Also, who makes up the so-called Generation I? --LINKS-- Gen I: What Investing's New Class Looks Like: https://www.kiplinger.com/investing/602583/gen-i-new-investors; Time to Face Reality: Your Kids Don’t Want Your Stuff!: https://www.kiplinger.com/retirement/estate-planning/602507/time-to-face-reality-your-kids-dont-want-your-stuff; Selling Your Stuff: The Tax Dime...
Episode 125: How to Invest Green in a White-Hot Market, with Anne Kates Smith
April 13, 2021 09:00 - 29 minutes - 27.2 MBSustainable stocks are going gangbusters. In an era of triple-digit gains for many market favorites (it's not just Tesla), we look for value options. Also, use your tax-day delay wisely. --LINKS-- Tax Day 2021: When's the Last Day to File Taxes?: https://www.kiplinger.com/taxes/tax-deadline/602221/tax-day-2021-whens-the-last-day-to-file-taxes-this-year; Most U.S. Taxpayers Don’t Know How Effects Of Pandemic Will Impact Their Taxes: Five Tax Myths Debunked: https://www.norc.org/NewsEven...
Episode 124: Bitcoin: Should You Invest?
April 06, 2021 09:00 - 39 minutes - 35.9 MBPretending it's a fad that will go away didn't work for the internet, and it won't work for cryptocurrency, either. But there are still so many questions. We'll field some key ones with an expert who bridges digital currency and traditional financial advising. --LINKS-- 7 Reasons Why Your Third Stimulus Check Could Be Delayed or Denied: https://www.kiplinger.com/taxes/602487/reasons-why-your-third-stimulus-check-could-be-delayed-or-denied; Where's My Stimulus Check? Use the IRS's "Get M...
Episode 123: The Red-Hot Housing Market with Daniel Bortz
March 30, 2021 09:00 - 30 minutes - 27.6 MBHome sales and prices have been on a tear and are forecast to continue to rise in 2021. Whether you're hoping to sell, buy or refi, contributing writer Daniel Bortz has insights for you. And: Did you win your bracket? What that means for taxes. -- LINKS -- Home Buyers Loving the Suburbs Again: https://www.kiplinger.com/real-estate/selling-a-home/602120/home-buyers-loving-the-suburbs-again; 11 Home Features Today's Buyers Want Most: https://www.kiplinger.com/slideshow/real-estate/t010-s...
Episode 122: The Gig Economy Today with Kathy Kristof
March 23, 2021 09:00 - 36 minutes - 33.2 MBAs with so many things, the pandemic has had big effect on side hustles and contract work. We talk with an expert in the field on finding a good gig. Also, there's a lot noise about inflation these days. --LINKS-- Kiplinger's Inflation Forecast: https://www.kiplinger.com/economic-forecasts/inflation; Sidehusl: https://sidehusl.com/https://sidehusl.com/; Unemployment Tax Break: Don't Amend Your 2020 Tax Return to Claim the New Exemption: https://www.kiplinger.com/taxes/602429/unemploymen...
Episode 121: Max Out Your Stimulus Check with Rocky Mengle
March 16, 2021 09:00 - 29 minutes - 27.2 MBYou probably know you're getting a check, but did you know you can have an impact on its amount? Senior tax editor Rocky Mengle talks about the moves you can make to upsize your stimulus. Also, will your state raise -- or lower -- your taxes. --LINKS-- State-by-State Guide to Taxes on Middle-Class Families: https://www.kiplinger.com/kiplinger-tools/taxes/t055-s001-kiplinger-tax-map/index.php; Third Stimulus Check Calculator: https://www.kiplinger.com/kiplinger-tools/taxes/third-stimulu...
Episode 120: New Financial Challenges for Women with Marguerita Cheng
March 08, 2021 17:33 - 30 minutes - 28.1 MBThe COVID-19 pandemic and accompanying recession have been particularly hard on women, who've lost millions of jobs. Financial planner Marguerita Cheng talks about how she's helping her clients cope. Also: What dad taught us about personal finance. --LINKS-- A Kiplinger Special Report: Roth Conversions: https://www.kiplinger.com/taxes/602288/your-guide-to-roth-conversions; Your Guide to Roth Conversions: https://www.kiplinger.com/retirement/retirement-plans/roth-iras/601774/your-guide-...
Episode 119: Having the Money Talk with Your Parents
March 01, 2021 18:00 - 33 minutes - 30.6 MBManaging your parents' finances can be a difficult situation. Doing so if you haven't laid down a plan for how to do it is worse. Cameron Huddleston, a Kiplinger alumna and author of a book on having those conversations has help. Also, how to squeeze every last dollar out of the Recovery Rebate Credit. --LINKS-- What's the Recovery Rebate Credit?: https://www.kiplinger.com/taxes/602269/what-is-the-recovery-rebate-credit; Mom and Dad, We Need to Talk, by Cameron Huddleston: https://camer...
Having the Money Talk with Your Parents
March 01, 2021 18:00 - 33 minutes - 30.6 MBManaging your parents' finances can be a difficult situation. Doing so if you haven't laid down a plan for how to do it is worse. Cameron Huddleston, a Kiplinger alumna and author of a book on having those conversations has help. Also, how to squeeze every last dollar out of the Recovery Rebate Credit. --LINKS-- What's the Recovery Rebate Credit?: https://www.kiplinger.com/taxes/602269/what-is-the-recovery-rebate-credit; Mom and Dad, We Need to Talk, by Cameron Huddleston: https://camer...
Episode 118: Relationships and Money with Mari Adam
February 22, 2021 18:42 - 32 minutes - 29.6 MBLove and money go together like, well, sometimes they don't. Financial planner Mari Adam joins Your Money's Worth to discuss how couples can work together to have a good relationship, both with each other and their finances. Also, we look at new twists for 2020 tax filing and gadgets that can help when the power goes out. --LINKS-- 9 Ways to Raise Cash Quickly: https://www.kiplinger.com/slideshow/saving/t065-s002-ways-to-raise-cash-quickly/index.html; There’s Still Time to Save on 2020 ...