Smart Money Podcast
Featured episode
End-of-Year IRA Fixes Before Tax Time: Roth Contribution and Correction Strategies
Discover how to embrace “lazy” money management, maximize Roth IRA contributions and fix over-contribution mistakes.
Latest episodes
Crush Debt or Grow Investments? How to Make the Best Choice for You
Learn how to tackle credit card debt, build savings, and decide between debt payoff and investing for financial growth. Read more
End-of-Year IRA Fixes Before Tax Time: Roth Contribution and Correction Strategies
Discover how to embrace “lazy” money management, maximize Roth IRA contributions and fix over-contribution mistakes. Read more
Cash or Mortgage? Navigating Home Equity and Title Agency Shopping
Learn how to think about major homebuying decisions like shopping for title agencies, managing home equity, and when to buy a house with cash. Read more
Previous episodes
Smart Mortgage Strategies: From Refinancing to HELOCs
Learn how to refinance your mortgage, manage credit card debt, and navigate home equity with practical tips and strategies. Read more
How You Could Grow $26K to $44K in 7 Years: Smart Strategies to Try
Learn how to diversify investments, leverage tax-advantaged accounts, and set realistic goals for long-term financial growth. Read more
Travel Smart, Give Smart: Southwest Companion Pass and Charitable Giving Strategies
Learn how to maximize Southwest Companion Pass benefits and how to plan effective charitable giving to make your donations count. Read more
From Eggflation to Ghost Jobs: Roasting 2024’s Biggest Financial Turkeys
Celebrate 2024’s Financial Turkeys as we spotlight the year's biggest money blunders and share tips to avoid them yourself. Read more
Online Banking vs Neobanks: Understand FDIC Safety and Protect Your Money
Learn how to distinguish neobanks from traditional banks, understand FDIC insurance, and get tips for affordable holiday hosting. Read more
Retirement Rollover Ready? Rules, Risks and Rewards of 401k and IRA Transfers
Learn the pros, cons, and methods of rolling over retirement accounts to simplify your finances so you can avoid costly mistakes. Read more
Book Club: Why Women Outperform When Investing — And How You Can, Too
Learn how women can excel at investing, overcome financial challenges, and build wealth with practical strategies. Read more
How to Maximize Rewards on Big Credit Card Purchases
Get tips for saving money on Halloween costumes and decorations, plus how to leverage credit cards when making big purchases. Read more
How the Next President Could Shift Health Care Costs and Student Loans
Learn how the presidential candidates' policies on health care and student loans differ in how they could impact your finances. Read more
Vest Without the Stress: Mastering Job Transitions and Vesting Schedules
Learn how to navigate job changes, maximize retirement benefits, and celebrate personal and financial accomplishments. Read more
How to Make The Fed’s Interest Rate Cut Work for You
Learn about the Chase Sapphire Preferred® Card ’s limited-time sign-up bonus and understand the impact of Federal Reserve interest rate changes. Read more
Paycheck Politics: What Presidential Tax Plans May Mean for Your Wallet
Explore how the 2024 presidential candidates' tax plans could impact your finances and what to know before voting. Read more
