Jun 29, 2016
Love Shark Tank? In our latest Top 5 episode, Joe & OG share their top criteria for investing in a start up. What questions should you ask if your buddy has "a once-in-a-lifetime idea?"
Also, in headlines we tackle John Oliver's rant on 401k plans. We answer a Quotacy hotline call about annuities, take a listener letter...
Jun 27, 2016
Worried about your money? James Stone joins us to talk about some of the big issues in the financial sector: tax loopholes, Social Security woes, lending, and hedge funds. Not only do we tackle the issues, but James and Joe discuss interesting solutions to fix them. What can we do? We'll discuss some of the big issues...
Jun 24, 2016
Those crazy banking fees....when a door closes banks open a window and collect EVEN BIGGER fees than they did the year before. How bad is it? We talk about squashing absurd fees and more with special guest Chris Peach from MoneyPeach.com.
In our FinTech segment, Joe talks to Raghav Sharma from Guidevine about how they...
Jun 22, 2016
Have we been wrong all along? Are target date funds the way to go? CFP Judith Ward from T. Rowe Price funds joins us with some surprising data. It seems that T. Rowe Price 401k participants with target date funds were less likely to abandon their strategy during the last market downturn than those who didn't use target...
Jun 20, 2016
Why isn't your financial life headed in the right direction? Maybe it's that you've never talked through your beliefs about money and the inadvertent lessons you've picked up over the years? CFP Michael Kay stops by to talk about money messages and how we've gotten where we are today, AND how to change your money so...