Episode Details

Hosts: Ralph Estep Jr, a licensed public accountant of over 30 years + Juliet, a first-time entrepreneur.

Here are some of the highlights from this week:

• Ralph's grandmother collected a $3,500 unclaimed money windfall from an old credit union account.
• A missing beneficiary form cost a client 35% in estate taxes, a 15-minute fix Ralph walks through.
• Juliet on the self-doubt behind leaving corporate life, and reframing an 18-month payoff goal as $6.60 a day.
• The Dollar Job Framework, and the real take-home pay on a $50-a-night Rover gig.
• A reverse mortgage client put $150,000 under his mattress, and a thief tried to cash a stolen check at her own victim's teller window.
• A $250,000 catfish scam during a client's cancer treatment.
• Some PSLF payment counts dropped this summer, and cashing out an old 401k costs about 40% in taxes.
• Raising a car insurance deductible too high can trigger forced-placed insurance from a lender.

Got a money question? Send it to becomingfinanciallyconfident.com/voicemail.

Or watch live every weekday, 11:30 am ET at becomingfinanciallyconfident.com/live.

Have a great weekend, everybody.

Links mentioned this week:

• missingmoney.com
• studentaid.gov
• regulations.gov

Follow us on our socials:

LinkedIn

Facebook Group

Instagram

Skool Community