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  • E319: The Pros and Cons of Using Your Brokerage Account as an Emergency Fund

    E319: The Pros and Cons of Using Your Brokerage Account as an Emergency Fund
    2026/10/28
    Can your brokerage account double as an emergency fund? Learn the pros, cons, tax impact, and how to use it as a backup to your cash reserve.
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    17 分
  • E318: Open Enrollment Checklist – How to Review Your Employee Benefits

    E318: Open Enrollment Checklist – How to Review Your Employee Benefits
    2026/10/21
    Open enrollment is your yearly chance to fix your benefits. Learn how to review health insurance, HSAs, FSAs, your 401(k), life and disability insurance, and more.
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    20 分
  • E317: How "Passive Budgeting" Can Help You Even if You Don't Want to Budget

    E317: How "Passive Budgeting" Can Help You Even if You Don't Want to Budget
    2026/10/14
    If you hate the idea of budgeting but you don't want to leave everything to chance, is there a middle ground? You're in luck. There is a path that may appeal to you, and I call it "passive budgeting."
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    7 分
  • E316: What Is a Trusted Contact on Your Investment Account, and Why Should You Name One?

    E316: What Is a Trusted Contact on Your Investment Account, and Why Should You Name One?
    2026/10/07
    What is a trusted contact person on your brokerage account? See why it exists, what your firm can share, and when naming one could protect your savings.
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    12 分
  • E315: How to Implement Reverse Budgeting

    E315: How to Implement Reverse Budgeting
    2026/09/16
    The best cash flow system is the one you'll actually keep using. For a lot of people, that system is reverse budgeting.
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    11 分
  • E314: How Do You Know When You're Ready to Buy a House?

    E314: How Do You Know When You're Ready to Buy a House?
    2026/09/02
    It's okay to get excited about the thought of buying a house. It's definitely an emotional experience. But base it on a solid financial foundation and make sure you're ready before making the largest purchase of your life.
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    11 分
  • E313: What to Do If You Don’t Have a 401(k)

    E313: What to Do If You Don’t Have a 401(k)
    2026/08/26
    Don't let lack of access to a 401(k) keep you from saving and investing for retirement. You've got plenty of options to fill the gap.
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    13 分
  • E312: Should You Buy Life Insurance Before You Need It?

    E312: Should You Buy Life Insurance Before You Need It?
    2026/08/19
    There's a guidelines that says you don't need life insurance until someone depends on you financially. That sounds obvious. But there's a real case for buying a policy before anyone relies on your income, and a lot of people never consider it.
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    10 分