New Money New Problems Podcast

529 accounts can be wonderful tools ... if you're financially prepared to contribute to them. In this episode, we discuss various features of 529s, and how to determine whether they're the right tool for your children's education savings. EPISODE RESOURCES Business Insider article And if you haven't already, join our email list to stay up to date on new episodes and upcoming ev...

The passage of SECURE Act 2.0 has seen many news outlets writing articles stating that you can now roll unused 529 dollars into a Roth IRA. But how likely are you to actually benefit from this strategy? In this episode, we find out ... EPISODE RESOURCES CNBC Roth IRA/529 Article   And if you haven't already, join our email list to stay up to date on new episodes and upcoming events at newmone...

The passage of SECURE Act 2.0 will see some radical changes to retirement savings, student loans and even allow employers to help employees establish an emergency fund. Tune in as we cover some of the key changes you'll see in the coming years! EPISODE RESOURCES SECURE Act 2.0 Article And if you haven't already, join our email list to stay up to date on new episodes and upcoming events a...

In our previous episode, we covered why Net Worth isn't always the most effective tool for measuring wealth amongst younger generations. In this episode, we discuss other financial questions you can ask to make sure you're progressing financially year to year. EPISODE RESOURCES #30MoneyMovesChallenge   Gap Finder Assessment   Liquid Net Worth Article   And if you haven't already, jo...

For years, a person's net worth has been seen as THE indicator of budding wealth. But in today's economic landscape, is net worth the best way to gauge your financial progress? Join us to find out. EPISODE RESOURCES Forbes Net Worth Article   Student Loan Debt Statistics     And if you haven't already, join our email list at newmoneynewproblems.com/podcast ! Support the show

The end of January often means the end of our well-intended attempts at keeping New Year's resolutions. Join us as we talk about how to set money resolutions that actually stick, and how to change your finances without changing who you are. And if you haven't already, join our email list to stay up to date on new episodes and upcoming events at newmoneynewproblems.com/podcast ! EPISODE R...

One of the most difficult things you can do in a marriage, is figure out how to best manage money together. Now that you know my money story, tune in for the story of the other person with whom I manage money: my wife! And if you haven't already, join our email list to stay up to date on new episodes and upcoming events at newmoneynewproblems.com/podcast! Support the show

For most people, if they even invest in the stock market, they only do so through their employer's 401(k) or 403(b) plan. Join us as we cover the ins and outs of how to open your own investment vehicle called a nonqualified brokerage account! And if you haven't already, join our email list to stay up to date on new episodes and upcoming events at newmoneynewproblems.com/podcast! Support...

Keeping too much in cash can end up hurting you more than helping you financially. Tune into our new episode and hear how to evaluate different options for what to do with your money after meeting your emergency savings goals. And if you haven't already, join our email list to stay up to date on new episodes and upcoming events at newmoneynewproblems.com/podcast! Support the show

In the continuation on our series on savings, we discuss the factors that influence how much you should keep in your emergency fund! Join us as we discuss what questions you should ask yourself before deciding how much savings is enough, and the downside of keeping too much in cash! And if you haven't already, join our email list to stay up to date on new episodes and upcoming events at newmo...

Whether it's increased expenses, mindless spending or more, high income earners can still find themselves in tight financial straits. Check out the episode for tips on how to optimize problematic debts as you pull yourself out of the hole and move towards a healthy financial foundation! EPISODE RESOURCES 3 Ways to Pay Down Credit Card Debt   CNBC Paycheck to Paycheck Article   Support the sho...

Whether it's increased expenses, mindless spending or more, high income earners can still find themselves in tight financial straits. Check out the episode for tips on how to pull yourself out of the hole and move towards a healthy financial foundation! EPISODE RESOURCES CNBC Paycheck to Paycheck Article   LendingClub Report Subscription Tracking Services   And if you haven't already, he...

It's easy to watch and read stories in financial media that lead you to believe you'll always be behind the eight ball when it comes to the amount you have saved in retirement. In this episode, we'll tell you how many of the assumptions made by these organizations are woefully outta step with the way people actually live their lives, and why you should never be discouraged by how mu...

For our first #MyMoneyStory, I figured I would tell you ... MY money story! Well, really, my parents' story. And I invited them to join me, so you can hear all about who and what shaped the way I am with money.  EPISODE RESOURCES Mind Over Money Book   Money Disorder Assessment   New Money New Problems Gap Finder   And if you haven't already, hit subscribe and turn on the notifications f...

Join us for our first #AskTheExpert interview with Dr. Ted Klontz, author of Mind Over Money, who shares how to break out of financial comfort zones and recognize triggers to self-defeating money habits. EPISODE RESOURCES Mind Over Money Book   Money Disorder Assessment   New Money New Problems Gap Finder   Support the show

Studies have shown that a significant portion of our thoughts about money are formed before we're 10 years old. Join us as we talk about common money disorders that impact high income-earners on their journey to wealth creation! EPISODE RESOURCES Mind Over Money Book   Money Disorder Assessment   Childhood Financial Trauma Article (CNN) Support the show

Join us for the premiere of the New Money New Problems Podcast! In this introductory episode, we'll share more about the why, the what and the how of this podcast. Tune in to learn who it's for, what it's about, what the format is, and what you can expect from us moving forward!    EPISODE RESOURCES Website And if you haven't already, hit subscribe and turn on the notifications...

Negotiating compensation. Purchasing your first investment property. Helping your family with money. The highs and lows of entrepreneurship. New money leads to new problems that require new solutions. The NEW MONEY NEW PROBLEMS PODCAST tackles the financial topics our listeners are navigating for the first time, providing the expertise, interviews and resources for them to do so successfully. Supp...