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#24 Adopting a Pet? Adapt your Budget
In this episode, Emily and Amanda discuss how to budget for a new pet in your life.
In this episode, Emily and Amanda discuss how to budget for a new pet in your life.
In this episode, Emily tells the story of working in a hardware store where customers who bought the cheapest hammer invariably returned to buy the nicer, costlier version. Emily and Amanda go on to dive deeper into how to evaluate the true cost of what we buy. They discuss how the concept applies to investments, and cover the pros and cons of indexes versus using more active investments. Sometimes what’s “cheap” ends up costing you more.
In this episode, Emily and Amanda discuss their financial resolutions for the year. They discuss why utilizing a Roth and Tax Planning should be on your list. Listener question! In this episode we answer: "How should I plan for doing taxes for the first time?"
Emily & Amanda get into the practical side of estate planning. We know most Americans don't have their affairs in order, but where can you start? They discuss easy and practical steps you can take today to begin the process. Listener question! In this episode we answer: "How much life insurance do I need?"
In this episode, advisor Danielle Woods joins Emily and Amanda to discuss the new tax and retirement-savings law called SECURE ACT 2.0 passed in December of 2022. Find out how these new provisions impact your savings and tax-planning strategies.
In this episode, Emily & Amanda discuss six money habits to break in 2023: 1. Constantly checking your portfolio's value 2. Downplaying the risk of cybercrime 3. Making minimum payments on your credit card 4. Procrastinating on your taxes 5. Putting expenses on autopilot 6. Postponing joy