The Financial Wizard™️

Answering Your Questions!

25 min · 20 de jun de 2018
portada del episodio Answering Your Questions!

Descripción

This week, Eric answers your questions, covering such issues as when to pay for a tax preparer, choosing vendors, recovering from financial trauma, and learning about stock investing from scratch. "Buying Time" episode: https://anchor.fm/TheFinancialWizard/episodes/Buying-Time-e19mbl "Buckets O' Money" episode: https://anchor.fm/TheFinancialWizard/episodes/Paying-Off-Credit-Cards--pt--1-Buckets-o-Money-e1a82s Learn Investing app https://rubicoin.com/learn/ Please send your confidential money questions to Eric at eric@TheFinancialWizard.com. Please subscribe, leave us a review, and tell your friends about this podcast. You can see more on the Web and join our email list at www.TheFinancialWizard.com and follow Eric on Twitter @YouCanDoMoney

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22 episodios

episode Getting Good Financial Advice artwork

Getting Good Financial Advice

In this episode, Eric talks about how to find the right investment professional, and how to know whether they are giving you the right advice. Remember, if you know what vehicles are appropriate for your age, etc. a good advisor won't recommend something that runs counter to that. Check out their work history and any complaints at https://brokercheck.finra.org/ Links for state-level checking for CPAs, mortgages brokers, insurance agents, and commodities futures brokers are at http://www.finra.org/investors/brokercheck-resources You can share your money questions, worries and triumphs with us at eric@TheFinancialWizard.com. Please subscribe, leave us a review, and tell your friends about this podcast. You can see more on the Web and join our email list at www.TheFinancialWizard.com, and follow Eric on Facebook @TheFinancialWizard and Twitter @YouCanDoMoney

15 de jul de 201828 min
episode 5 Things You Can Do Today To Improve Your Financial Life artwork

5 Things You Can Do Today To Improve Your Financial Life

This week, Eric gets down to brass tacks with some super-practical tools for tweaking our finances and get us over the hump faster. 1. Cutting expenses: https://bit.ly/2h1qUcX 2. Credit unions: MyCreditUnion.gov **Here's a bonus just for reading the show notes! Most credit unions have a deal whereby every 7-11 ATM is fee-free to their members! Ask you credit union and find fee-free ATMs at co-opcreditunions.org 3. Rollover your old 401(k): https://nerd.me/2lJCCId 4. Compare Life Insurance polices: PolicyGenius.com 5. Make a Will: LegalZoom.com Please share your confidential money questions, worries and triumphs with us at eric@TheFinancialWizard.com. Please subscribe, leave us a review, and tell your friends about this podcast. You can see more on the Web and join our email list at www.TheFinancialWizard.com, and follow Eric on Facebook @TheFinancialWizard and Twitter @YouCanDoMoney

28 de jun de 201831 min