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049 - How Much Do I Have?
Balance Sheet Spreadsheet
LET'S CONNECT!
James
Facebook LinkedIn WebsiteScott
Facebook Twitter WebsiteENJOY THE SHOW?
Don’t miss an episode, su…
6 years ago
048 - What Financial Issues Do I Need to Know if I Lose My Job?
What should I think about if I lose my job?
Cash flow Health Insurance Assets & Debts Tax Planning Career PlanningLET'S CONNECT!
James
Facebook L…6 years ago
047 - Things You Didn't Know About Roth IRAs
What is a Roth IRA?
How can I contribute?
Contributions available for withdrawal at any time
5 Year Rule
From account opening
Roth Conversions
Benef…
6 years ago
046 - 5 Steps to Take When the Market Tanks
Rebalance your portfolio Resist the urge to panic sell Use tax laws in your favor Protect your cash flow and balance sheet Focus on the long term
…
6 years, 1 month ago
045 - Should I Rebalance My Portfolio
Should I rebalance my portfolio?
Why rebalance?
When should I rebalance?
LET'S CONNECT!
James
Facebook LinkedIn WebsiteScott
Facebook Twitter W…6 years, 1 month ago
044 - Is Now a Good Time to Buy Stocks?
Do you have cash on hand to weather the storm? What is the money for? Where should I put it? How quickly should you enter?
LET'S CONNECT!
James
Fa…6 years, 1 month ago
043 - How to Align Your Money With Life
Description
Scott and James discuss how to align your money with life:
Focus First on What is Most Essential to You
Kinder's Three Questions
LET'S C…
6 years, 1 month ago
042 - College Savings Options When College Isn't Far Away
6 years, 2 months ago
041 - How the $2 Trillion CARES Act Will Impact You
New York Time Article - A Hub for Help During the Coronavirus Crisis US Chamber of Commerce Guide & Checklist
LET'S CONNECT!
James
Facebook Link…6 years, 2 months ago
040 - Financial (and other) Resources for those impacted by Cornavirus
New York Time Article - A Hub for Help During the Coronavirus Crisis Mint Article - COVID Resources
LET'S CONNECT!
James
Facebook LinkedIn Websi…6 years, 2 months ago