Navigating Financial Transfers and Coaching Insights

This week's questions: What are the rules and costs for moving money from a brokerage account into a Roth IRA? Any risks to having a single bank that houses all your accounts? And how to find a good accountant?

Additional Episode Take-aways:

• Why millennials are financially ahead on paper but still feel behind emotionally
• How to harness AI for smarter, more intentional spending
• The hidden costs of return policy abuse—and how it could impact your favorite retailers
• The real danger behind “feminine energy” dating advice
• Practical ways to protect yourself financially in relationships
• Why playful money trends like “Girl Math” aren’t as harmless as they seem

Links & Episodes Referenced:

• Priya Malani, Founder of Stash Wealth
• SoMoneyLinks.com – My curated tools for saving, investing, and earning more
• Apply to Farnoosh BTS – My fall mentorship program for entrepreneurs and content creators\
• Want to ask a question for an upcoming show? Head to SoMoneyPodcast.com or DM me @FarnooshTorabi on Instagram!

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