Episodes

  • Episode 164: The Best Tools for Investing, Stock Trading with Dan Burrows
    Sep 27 2022

    Retail 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/wealth-management/online-brokers/605137/who-are-the-best-small-online-brokers

    How a Stock Trade Actually Works
    https://www.kiplinger.com/investing/stocks/601905/anatomy-of-a-stock-trade

    Show more Show less
    25 mins
  • Episode 163: Is There a Tax Bomb in Your Retirement Portfolio?
    Sep 6 2022

    If 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://www.kiplinger.com/taxes/tax-refunds/605135/irs-tax-refunds-for-late-filing-penalty

    https://www.kiplinger.com/retirement/medicare/602937/you-can-appeal-a-medicare-premium-surcharge

    Show more Show less
    34 mins
  • Episode 162: Tax Breaks for College Financing with Kalman Chany
    Aug 23 2022

    Kalman 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-Everything-Admissions/dp/0593516494

    Fight Inflation with Series I Bonds
    https://www.kiplinger.com/personal-finance/banking/savings/savings-bonds/603848/fight-inflation-with-series-i-bonds

    IRS Publication 970: Tax Benefits for Education
    https://www.irs.gov/pub/irs-pdf/p970.pdf

    Grandparents: Now is the Time to Contribute to Your Grandkid's 529 Plans
    https://www.kiplinger.com/personal-finance/careers/college/605082/grandparents-now-is-the-time-to-contribute-to-your

    Show more Show less
    43 mins
  • Episode 161: Oh, the Places You (Might) Go: Picking a Retirement Destination
    Aug 9 2022

    You 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/retirement/happy-retirement/604819/7-standout-places-to-retire 12 Smart Places to Retire
    https://www.kiplinger.com/slideshow/retirement/t006-s002-12-smart-places-to-retire/index.html
    Show more Show less
    27 mins
  • Episode 160: Brandon Copeland on Real Estate, Recession Risk and Building a Brand
    Jul 26 2022

    “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

      Cope'ing with Money by Brandon Copeland
    https://www.kiplinger.com/brandon-copeland

    YouTube: Bry-Bry Tries! Highlight Reel
    https://www.youtube.com/watch?v=bV3GPe0pYxs

    Show more Show less
    38 mins
  • Investing for Income with Jeffrey Kosnett (Episode 144 rebroadcast)
    Jul 12 2022

    Steady 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 Interest Rate Fray

    https://www.kiplinger.com/investing/bonds/603317/stay-above-the-interest-rate-fray

    Show more Show less
    33 mins
  • Episode 159: Car-Buying in an Inflated Market with Jenni Newman
    Jun 28 2022

    With 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

    TreasuryDirect: Buying Series I Savings Bonds
    https://www.treasurydirect.gov/indiv/research/indepth/ibonds/res_ibonds_ibuy.htm

     

    Cars.com: Buckle Up With Jenni Newman, Our Editor-in-Chief
    https://www.cars.com/articles/buckle-up-with-jenni-newman-our-editor-in-chief-1420699390000/

    Electric Vehicles Take Charge in 2022

    https://www.kiplinger.com/personal-finance/shopping/cars/604265/electric-vehicles-take-charge-in-2022

    Cars.com: Your Guide to EV Batteries
    https://www.cars.com/articles/your-guide-to-ev-batteries-premature-death-range-loss-and-preservation-446126/

    Show more Show less
    42 mins
  • Episode 158: Helping Graduates Find Jobs with Beth Hendler-Grunt
    Jun 14 2022

    College 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-money/604390/gas-saving-tips-that-actually-work


    Beth Hendler-Grunt
    https://nextgreatstep.com/about-us/


    Kiplinger’s Economic Outlooks: Jobs
    https://www.kiplinger.com/economic-forecasts/jobs

    Show more Show less
    35 mins