New Money New Problems Podcast

There are 5 upcoming dates that are crucial for federal student loan borrowers. In this episode, we tell you what they are and how to benefit from them in your student loan journeyEPISODE RESOURCESIncome Driven Repayment Waiver How to Review Your Student Loan HistoryIDR Plans Part 1 and Part 2And if you haven't already, join our email list to stay up to date on new episodes and upcoming events at newmoneynewproblems.com/podcast!  Support the show

In this episode, we're joined by Courtney Hale. Courtney wears many hats: he's a CEO of a successful business, Super Money Kids. A property owner, and a "hope dealer". He is also a son, a father, and a widower, who has been through his fair share of hardship. Join us as we hear his story.Episode ResourcesSuper Money Kids And if you haven't already, join our email list to stay up to date on new episodes and upcoming events at newmoneynewproblems.com/podcast!  Support the show

For long-term investors, years where the stock market goes down can represent an opportunity, not an obstacale. In this episode, we prove it to youAccess Episode Resources Here! Support the show

An investor's risk tolerance is their appetite for losing money in an investment without feeling a need to make a change.But should your risk tolerance be the same for every investment you have? EPISODE RESOURCESLeaving Your Legacy Webinar RegistrationAccredited Investor Definition Risk Tolerance Questionnaire And if you haven't already, join our email list to stay up to date on new episodes and upcoming events at newmoneynewproblems.com/podcast!  Support the show

If you've thought about investing on your own, you've heard someone say that all you need to do is put your money in the S&P 500? But what is this index? How does it work? And is it actually the right place for EVERYONE to invest their money?And if you haven't already, join our email list to stay up to date on new episodes and upcoming events at newmoneynewproblems.com/podcast! Support the show

Investors regularly try to time the market, believing they know the perfect time to enter into or exit out of investments.In this episode, we discuss Dollar Cost Averaging, a method that uses consistency to (hopefully) take some of the human error out of the investing process.EPISODE RESOURCESLump sum vs. Dollar Cost Averaging article Auto-enrollment research  And if you haven't already, join our email list to stay up to date on new episodes and upcoming events at newmoneynewproblems.com/podcast! Support the show

The Pyramid of Investments helps categorize how people should build their finances based on levels of risk.In this episode, we break down each level of the pyramid and how certain investments are utilized - positively and negatively - by high income earners establishing their portfolios. EPISODE RESOURCESPyramid of Investments Article Support the show

Having a high income is the goal, but it CAN lead to some tax consequences that impact the rest of your finances!Join us as we cover 5 key financial areas where the numbers on your tax return can dictate what you can and can't do with your money.EPISODE RESOURCES2023 Tax Guidelines Support the show

Each tax filing year, married couples can decide to file their taxes Married Filing Jointly, or Married Filing Separately.In this episode, we talk about some of the pros and cons of each filing strategy, and give examples of scenarios where it might make financial and legal sense to file apart. EPISODE RESOURCES 2022 Federal Tax Brackets And if you haven't already, sign up for our email list for news on private events, upcoming episodes and more at newmoneynewproblems.com/podcast! Support the show

The 2022 Tax Year has a number of major changes that could radically alter the refunds you expect to receive ... or the amount you expect to pay in federal income taxes.In this episode, we cover these changes in detail, along with 5 red flags from your tax return that could increase your chances of an IRS audit!EPISODE RESOURCESCNBC Red Flags Article2022 Form 1040 And if you haven't already, sign up for our email list for news on private events, upcoming episodes and more at newmoneynewproblems.com/podcast! Support the show