Look Both Ways Financial

Education EN ↓ 57 episodes

We are on a mission to help people feel SAFE, STRONG, and SECURE managing their own money. Kaki Perdue is a CPA and a CERTIFIED FINANCIAL PLANNER™ and she answers listener questions without judgement with a focus on emotional and financial well-being. Check out more personal finance education at www.lookbothwaysfinancial.com

Be sure to visit the podcast's website and support the creator: www.lookbothwaysfinancial.com

Author

Look Both Ways Financial

Episodes

#7 - What is an IUL 10.01.2024 13:28

The life insurance people want me to buy an IUL. I've never heard of that and don't know if its good or bad. Lets explore the pros and cons and understand what other options can achieve the life insurance goal.

#6 - HELOC for credit card debt 03.01.2024 6:30

Should I use a HELOC to pay down my credit card debt? Listen in for the pros and cons plus additional advice for paying down debt.

#5 - He won't talk about money 27.12.2023 8:42

What do you do if one person in the relationship won't talk about money? How do you get them to open up?

#4 - Funding College with Inheritance 20.12.2023 8:08

I've inherited some money and want to help my son go to college. What's the best way to accomplish this goal? Join Kaki and learn about the 529 College Savings Plan.

#3 Investment Tax Question 13.12.2023 11:34

How do taxes work with a Brokerage Account? Will they withhold taxes if I sell investments? Join Kaki as she explains the taxes in plain English! Be powerful with your money by being powerful with your financial knowledge! Kaki Perdue is founder of Look Both Ways Financial.

#2 - Widow Needs to Downsize 05.12.2023 6:46

Join Kaki Perdue as we talk through the pros and cons of selling a large home and downsizing.

#1 - Old 401k Question 30.11.2023 10:35

Look Both Ways Financial is on a mission to help you feel SAFE, STRONG, and SECURE with your own money. Learn from others in this episode discussing the 4 choices available for that old 401k balance. You can also find more information at www.lookbothwaysfinancial.com