Moneysplained

Moneysplained

moneysplained.com
Do you ever feel like there’s this secret language of money you can’t speak? Or that financial security is only understood and enjoyed by those who come from money, or work as bankers, brokers, analysts, and accountants? Moneysplained is a personal finance podcast that breaks down those barriers and fills in the education gaps for people afraid of admitting what they don’t know about money.
15: Budget is a Bad Word
Oct 11 • 47 min
Setting yourself up for failure is almost inevitable when you’re trying to save money. We’re told by “experts” to make a budget and stick to it but often we have no idea where those budget numbers should come from. On today’s show I talk with the Luxe…
14: Bookkeeping for Freelancers
Sep 20 • 52 min
My guest is bookkeeper extraordinaire Katherine Pomerantz. When you own your own business you are not only the CEO but you’re also the HR department, the accounting department, the mail room, the office manager. It’s time to outsource and ask for help…
13: Student Loans
Sep 13 • 56 min
Understanding the 1.5 trillion dollar student loan crisis starts with individuals. Student loan expert Heather Jarvis takes us through every possible option for borrowers who find themselves underwater. From refinancing with a private lender to enrolling…
12: Death and Inheritance
Dec 11, 2017 • 58 min
umans we naturally fear death. We fear the great unknown and we have to fear what happens to our loved ones after we go. In this episode we’ll cover estate planning and why having a will is just one small part of a plan to make sure your stuff transfers…
11: Health Insurance
Dec 6, 2017 • 67 min
Whether you’re choosing a health insurance plan from your employer or shopping for your own on the exchange, there are a ton of terms you need to know: deductible, HMO, PPO, co-insurance, out of pocket, etc. My guest is Todd Erkis, a former actuary and…
10: The 10 Best Gifts Money Can Buy
Nov 30, 2017 • 30 min
The holidays are approaching and that means you’re about to go on a spending frenzy to buy family and friends stuff they don’t need. Let’s change that. I’ll countdown the ten best gifts money can buy that will give you a chance to shift someone’s entire…
9: How to Invest $1000 and the Rise of Robo Advisors
Nov 16, 2017 • 52 min
Robo advisors are simply online investment platforms. These innovative tech companies have made it extremely easy for the average person to invest in the stock market with just a few dollars. With low fees, robo advisors are basically a one-size fits most…
8: What is Investing?
Nov 4, 2017 • 43 min
Hey, are you sick of all those sports metaphors in investing? Me too! Well I’m gonna call an audible and try to explain various types of investing through fashion. My guests are Zachary Gering, CFP® of Sontag Advisory and Daniel Tersigni of Wealthsimple.…
7: Retirement
Nov 2, 2017 • 45 min
In today’s episode: retirement. How to save, how to plan, and what those 401(k), Roth IRA, 403(b)s are all about. Plus, a secret community of millionaires who are retiring decades early. I talk to Nicole Peterkin, a certified financial planner in Boston…
6: Freelance Isn’t Free
Oct 25, 2017 • 49 min
The life of a freelancer is not always glamorous. As a freelancer, you are both the boss and the employee and the accounting department and HR. Because this is podcast is about money, we’re going to focus on the accounting department part. In this episode…
5: So You Got a Job, Now What?
Oct 19, 2017 • 43 min
So you got a job, that’s super great, congrats! In this episode we’ll take a deep dive into that W-4 form that most employees have to fill out. We’ll also look at how to sign up for your employer’s retirement plan and why you should. And for those of you…
4: Taxes
Oct 12, 2017 • 54 min
In this episode we’ll cover getting an extension on your taxes, paying your taxes after not paying them for a few years, marginal tax brackets, the gift tax, tax brackets, and so much more. My guest is Shane Mason, an accountant and financial planner in…
3: Your Credit Score
Oct 5, 2017 • 51 min
One number that can have a pretty big impact on your financial life. And that number of course, is your credit score. Your credit score is a grade that tells banks and lenders all about your credit history. In this episode I’ll show you how to find your…
2: Banking and Credit Cards
Sep 28, 2017 • 53 min
We’re talking banks, fees, and credit card offers. This is a beast of an episode. From avoiding bank fees to evaluating three separate real-life credit card offers, there’s a lot to cover. Kim Palmer from NerdWallet will walk us through how to avoid…
1: What is Money?
Sep 28, 2017 • 37 min
This is episode one of season one of Moneysplained and we’ve got the entire world of money to cover. Instead of giving you a lifeless history lesson on money I thought I’d start out with a bunch of finance terms I hear all the time in the financial media…
Moneysplained Season 1 Preview
Aug 23, 2017 • 6 min
In season one, I’ll cover everything from doing your taxes as a freelancer to buying your first home. Here’s a sneak peak!