Mer Brown meets with Becca Craig to discuss the limited PSLF Waiver and Student Loan Forgiveness.
Amy Shepard CFP RMA with Sensible Money discusses how to save for your child's or grand child's future, including saving for college, savings accounts, 529 plans, UGMA's, UTMA's, etc.
Becca Craig, CFP with Buckingham Strategic Wealth discusses financial aid options for college funding including Parent Plus Loans.
Jeffrey Levine of Buckingham Wealth Partners, aka “The Buckinghammer” explains the pros and cons of cashing out an IRA to pay off a mortgage.
Robert Klein CPA from the Retirement Income Center reviews Sequence of Returns Risk with a HECM Mortgage - a home equity conversion mortgage (HECM) which is a type of reverse mortgage that is insured by the Federal Housing Administration (FHA).
Robert Klein, CPA from Retirement Income Center discusses the difference between a HECM (home equity conversion mortgage) and a HELOC (home equity line of credit).
Understanding mortgage options for buying or refinancing a home with Jeffrey Levine, CPA/PFS from Buckingham Wealth Partners.
Robert Klein CPA from the Retirement Income Center reviews Sequence of Returns Risk with a HECM Mortgage - a home equity conversion mortgage (HECM) which is a type of reverse mortgage that is insured by the Federal Housing Administration (FHA).
Robert Klein, CPA from Retirement Income Center discusses the difference between a HECM (home equity conversion mortgage) and a HELOC (home equity line of credit).
Jeffrey Levine of Buckingham Wealth Partners, aka “The Buckinghammer” explains how spouses going through a divorce can discover and value various hidden marital assets, such as non-qualified deferred compensation plans and stock options.
Alyson Dorosky, Head of Social Security Support at LifeYield, explains how divorced spouses can receive Social Security benefits.
Ryne Vickery, CFP with Buckingham Strategic Wealth, discusses what same-sex couples need to know about divorce, including complications related to child custody issues.
A broken divorce system puts women's retirement at risk. Financial experts Bonnie Sewell and Michelle Petrowski explain the risks and the solutions.
The problems divorce or separation can create for both parties in retirement and how to manage those risks.
Chuck Robinson, from Sensible Money, discusses the role of Real Estate in Retirement Planning.
Lee Baker welcomes real estate professional Franmicka Ford of The Ford Group to the show. Franmicka offers some advice on buying real estate.
Amy Shepard, CFP, RMA with Sensible Money offers some tips to help you decide whether to sell your house and move or renovate your house and stay put.
Dana Anspach, CFP, RMA with Sensible Money discusses what to consider when evaluating whether or not to refinance your mortgage.
Money saving tips for 1st time homebuyers.
Financial Fitness: A Young Couples Journey. Episode 1. Meet Elise, an athletic trainer and social media influencer and Josh, a software engineer, planning their wedding, making decisions about housing and beginning their life together.
How much should you spend on an engagement ring?
CJ Miller, CFP, RMA @ Sensible Money talks about wedding planning and budgeting for your best wedding.