Your Money's Worth

Episode 164: The Best Tools for Investing, Stock Trading with Dan Burrows

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

Episode 163: Is There a Tax Bomb in Your Retirement Portfolio?

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

Episode 162: Tax Breaks for College Financing with Kalman Chany

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

Episode 161: Oh, the Places You (Might) Go: Picking a Retirement Destination

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

Episode 160: Brandon Copeland on Real Estate, Recession Risk and Building a Brand

"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