Shows / He Said She Said the Money Guide Podcast
He Said She Said the Money Guide Podcast
Tune in and find out what is on the minds of two long-practicing, fee-only financial planners – Jay Furst and Certified Financial Planner ™ Cheryl Costa. Cheryl and Jay chat weekly about the markets and a wide range of personal finance topics.
Episodes
- He Said She Said the Money Guide Podcast
He Said She Said Hits the Charts (Episode 265)
Or does it. The markets are in correction territory, car prices could jump $4K, Harvard tuition waivers and a government spending limit. Plus a mortgage…
- He Said She Said the Money Guide Podcast
Ferris Bueller on the Economy (Episode 264)
The markets and tariffs and trade wars and recession fears. Rest easy – you can get a green card for only $5 million. Anyone know how much your spouse makes?
- He Said She Said the Money Guide Podcast
Landfill for Sale (Episode 263)
Actually, no. Reciprocal tariffs, DOGE access to the IRS and a flurry of houses on the market in the greater DC area. Plus the crypto guy who moved to Puerto…
- He Said She Said the Money Guide Podcast
Something Smells Musky (Episode 262)
Elon made a bid for OpenAI, the DOGE team is on the loose and one of them, a 19-year-old student, was fired from a cybersecurity team for leaking secrets. A…
- He Said She Said the Money Guide Podcast
Sorkin Coin (Episode 261)
If this doesn't prove we're in the Wild West of Crypto, nothing will. The US is very rich but quite unhappy, Uncle Sam knows about your side hustle and EV…
- He Said She Said the Money Guide Podcast
Goodbye to TikTok? (Episode 260)
The Supreme Court upheld a ban on the app but Trump delayed it. Now what? Trump meme coins soar, Harvard MBAs struggle to find a job and the SEC sues Musk over…
- He Said She Said the Money Guide Podcast
Writing Your Will (Episode 259)
Better than a video. But a video might help with insurance. Fires in LA and the fallout, Nissan getting bailed out by Honda and Steve Ballmer invests {gasp}…
- He Said She Said the Money Guide Podcast
2025 Outlook? (Episode 258)
Be serious – those predictions are all garbage. Plus out of control car payments, the quest for the perfect credit score and 4 million turning 65 this year…
- He Said She Said the Money Guide Podcast
Do Any of These Pass the Smell Test? (Episode 257)
An 80-hour work week for no pay? Halo effect for an assassin? Marathon flex on your resume? MicroStrategy in Nasdaq 100? Amazon selling cars? Fart Coin?
- He Said She Said the Money Guide Podcast
Beware of… (Episode 256)
Performance Improvement Plans, year-end distributions, porch pirates, varying Medicare payments, 15% guarantees and Crypto. On the bright side, the market has…
- He Said She Said the Money Guide Podcast
Nvidia or War (Episode 255)
Seems Nvidia is more likely to move the stock market. The $6.2 million banana, $8 billion for Jersey Mike's, yield curve inversion (again) and 25% tariffs…
- He Said She Said the Money Guide Podcast
A Market Melt Up? (Episode 254)
Is the Trump Trade for real? What about the Bitcoin run-up? Some good news for teachers and how worried should you be about changes with student loans? Social…
- He Said She Said the Money Guide Podcast
Uncle Sam is Giving Money Away (Episode 253)
And it's hard to give it back. Super catch-up contributions and other odd provisions, Nvidia replacing Intel in the Dow, airport changes and more. By the way…
- He Said She Said the Money Guide Podcast
'Tis the Season (Episode 252)
Income bracket adjustments, increases to gifting amount and end of year tax moves. Plus a college guru who claims he will get your kid into Harvard and some…
- He Said She Said the Money Guide Podcast
Cheryl Rants (Episode 251)
Another market high (yawn), the Fed bases their decisions on data {Gasp!}, an ungrateful heir (eye roll), plus casualty losses and accompanying tax benefits…
- He Said She Said the Money Guide Podcast
That Was Interesting… (Episode 250)
Jay had a coughing fit while thinking his mic was muted, then spoke for awhile while it was inadvertently muted. Cheryl played charades trying to explain who…
- He Said She Said the Money Guide Podcast
September Market Woes (Episode 249)
Not this year, anyway. But the first few hours of October are weak…Plus a market surge in China, heading back to the office and non-alcoholic champagne. Plus…
- He Said She Said the Money Guide Podcast
If It Sounds Too Good… (Episode 248)
It probably is, unless you're betting against Cheryl. Wild weekly market swings, impacts of the Fed rate cut and it might be time to switch banks. Plus…
- He Said She Said the Money Guide Podcast
Recession Indicator Confusion (Episode 247)
Is it the inverted yield curve or the un-inverted yield curve? Is it better for the market to have a Democrat or Republican in office? Plus college hunting…
- He Said She Said the Money Guide Podcast
Nvidia Watch Parties (Episode 246)
No, that is not a typo. Over one-third of their employees are "filthy rich". Plus, tax changes to come after the election, Powell and the Fed to cut rates and…
- He Said She Said the Money Guide Podcast
Olympic Perks (Episode 245)
From cash to homes to colonoscopies for life. Plus a market update, income needed to buy a home in CA and the cost of a trip to Disney. Plus plus eyeball scans…
- He Said She Said the Money Guide Podcast
Ten Year Inherited IRA (Episode 244)
The rules have finally been clarified (mostly). How Kamala manages her money, the 401(k) rollover mistake costing billions and weighting whiplash. Plus parents…
- He Said She Said the Money Guide Podcast
Market Selloff (Episode 243)
Remain calm, folks. This is exceptionally normal. Did the Fed wait too long? Is Jermey Siegel a drama queen? A scam wipes out a good Samaritan. Plus difficulty…
- He Said She Said the Money Guide Podcast
Here Comes a Correction (Episode 242)
Maybe but who cares? It's not newsworthy! The IRS is now focusing on the regular wealthy as opposed to uber wealthy. Plus free med school tuition at Johns…
- He Said She Said the Money Guide Podcast
Customer Service Issues (Episode 241)
Vanguard doesn't want you to call, Robinhood never wanted you to call and companies aren't taking checks. Title insurance may have the greatest margins EVER!…
- He Said She Said the Money Guide Podcast
Fun with Uncle Sam (Episode 240)
Unless, someone steals your identity or you miss some estimated payments. Roaring Kitty – again. Plus watch out for the insurance costs for those EVs and maybe…
- He Said She Said the Money Guide Podcast
Friends with Benefits (Episode 239)
Please keep your IRA beneficiaries up to date. Stashing cash throughout the house, perjury from a hardship withdrawal, how $99 in bets costs nearly $740K and…
- He Said She Said the Money Guide Podcast
Roaring Kitty Teams Up with Barstool Sports (Episode 238)
Or so it seems from the latest meme stock frenzy. Graceland to auction? Beware of the Augusta, student loan rates are increasing and the IRS is waiving…
- He Said She Said the Money Guide Podcast
Meme Stocks, They're Baaaccckkk (Episode 237)
Market insanity around meme stocks and one stock ETFs. FTX account holders to be made whole (unless the hedge funds got to you first) and hospitals demanding…
- He Said She Said the Money Guide Podcast
The Most Boring Man in the World (Episode 236)
Do we have a winner? It certainly is not the Oracle of Omaha. Does everyone want out of Florida, how selling your house has gotten more expensive (especially…
- He Said She Said the Money Guide Podcast
Curious Cheryl Buys a Car (Episode 235)
She loves her new Highlander. Buy Now Pay Later impacting your credit score, job scams targeting young people and many people are retiring earlier than planned.
- He Said She Said the Money Guide Podcast
Inherited IRA Befuddlement (Episode 234)
You might have to take distributions every year over the next ten. Unless you don't. That should clear it up. Plus non-competes banned, the gap between your…
- He Said She Said the Money Guide Podcast
What a Sh.. Show (Episode 233)
Tax Day Fun – hope you didn't roll over that $1 million SEP into a regular account accidentally. Tesla heading south. So is DJT. Yet another security breach…
- He Said She Said the Money Guide Podcast
Big Brother is Still Watching (Episode 232)
Satellite images can impact your home insurance. Which states are seeing the largest increases? That 529 to Roth rollover might be taxed in your state. Plus…
- He Said She Said the Money Guide Podcast
Medicare Advantage vs Medicare with Medigap (Episode 231)
Hint: you were probably sold the Advantage plan. Are ESPPs a no-brainer? File your taxes or the IRS will come knocking…eventually. Plus you may get charged to…
- He Said She Said the Money Guide Podcast
The Real Estate Issue (Episode 230)
Those 6% commissions could be a thing of the past but how will this impact the market. Buyers' brokers, sellers' brokers and underlying home values. Closing…
- He Said She Said the Money Guide Podcast
Big Brother is Watching (Episode 229)
It could be why your car insurance went up. Inflation is under control, Bitcoin is not. A parlay to cover your college loans might not be the best decision and…
- He Said She Said the Money Guide Podcast
Chase NO Customer Service (Episode 228)
There are more $100 bills than any other denomination. Hmmm. Nvidia knocks off Meta for the one-day growth record, the market rolls on but your appliances…
- He Said She Said the Money Guide Podcast
Scholarships for Cornhole (Episode 227)
Yes, seriously. Tax bills for iBonds, a dating app based on your credit scores (yes, seriously) and carrying a mortgage in retirement. Plus NVDA reports…
- He Said She Said the Money Guide Podcast
Are Assumable Mortgages Really Assumable? (Episode 226)
Americans are turning 65 at a record pace, student loan payments may be eligible for a 401(k) match and that HELOC has gotten expensive. Plus non-auto…
- He Said She Said the Money Guide Podcast
Twelve Thin Mints for $6 (Episode 225)
Yes, inflation impacts girl scout cookies. META with the largest one day market value increase in history, custom fit 401(k)s and FAFSA info not getting to…
- He Said She Said the Money Guide Podcast
Adding Insult to Injury, the Lions Lost (Episode 224)
Update on Mr. Treasuries. Tax time is here…but don't rush to file. Home sales at their lowest level in a generation, IBM wants everyone in the office and…
- He Said She Said the Money Guide Podcast
Market Records New Highs (Episode 223)
Celebrate or panic? Bitcoin ETFs are here, Hertz is slashing their electric vehicle inventory and Capital One's High Yield Accounts may not be offering high…
- He Said She Said the Money Guide Podcast
Keep Piling On (Episode 222)
Too many stats available to throw Mr. Treasuries under the bus. Jay's tax nightmare wasn't so bad after all, the market keeps rolling and your social security…
- He Said She Said the Money Guide Podcast
Shohei Me The Money(Episode 221)
A record setting contract with some interesting terms, private equity buying up neighborhoods, issues with the IRS and a checklist to close out the year.
- He Said She Said the Money Guide Podcast
Die With Nothing (Episode 220)
Not our advice but apparently a popular book. Also not advising anyone to read it. November was fantastic across the board, repair costs for that EV might…
- He Said She Said the Money Guide Podcast
AI Chaos (Episode 219)
Sam Altman gets fired and rehired in days. CZ from Binance agrees to jail time, IBM changes their 401(k) match…again, and Dave Ramsey says you can withdraw 8%…
- He Said She Said the Money Guide Podcast
Contrarian Indicator #1 (Episode 218)
That would be the client going all in on treasuries. Inflation is down and the market is up. For the year, the market has soared (see the Nasdaq) while the…
- He Said She Said the Money Guide Podcast
Halloween Candy Rankings (Episode 217)
Some people just don't know their candy. It wasn't on our agenda but buying real estate in Florida, prenups and trusts. Plus a woman uses her jailed husband's…
- He Said She Said the Money Guide Podcast
Seeking Safety (Episode 216)
Following another shaky week, a run to treasuries could prove costly. Real estate rules in NYC could be changing, home insurance in Florida is going off the…
- He Said She Said the Money Guide Podcast
Girl Math and Boy Math (Episode 215)
Seems like we finally agree on one thing. Dumb math is just…dumb. Millenials are saving more than their parents did for retirement, social security gets…