Finances for Real Life

One Went The Other Way

Welcome to One Went the Other Way, a podcast about your journey and finances. Schedule an appointment with us at https://www.financesforreallife.com. Wanda Toro and Peggy Van Hook are registered representatives with, and securities offered through, LPL Financial, Member FINRA / SIPC. Investment advice offered through Finances for Real Life, a registered investment advisor and separate entity from LPL Financial.

Vizitează neapărat site-ul podcastului și susține-i creatorul: www.financesforreallife.com

Autor

Finances for Real Life

Categorie

Business

Site-ul podcastului

www.financesforreallife.com

Cel mai nou episod

9 oct. 2026

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Episoade

What is a Financial Plan? | One Went the Other Way | Episode 66 09.10.2026

Check out our latest episode of our podcast “One Went the Other Way,” where Wanda answers the question what is a financial plan. Schedule an appointment with us at ⁠⁠⁠⁠⁠⁠https://www.financesforreallife.com/scheduleappt Wanda Toro and Peggy Van Hook are registered representatives with, and securities offered through, LPL Financial, Member FINRA / SIPC. Investment advice offered through Finances for...

Turning on the Faucet | One Went the Other Way | Episode 65 25.09.2026

Check out our latest episode of our podcast “One Went the Other Way,” where Wanda and Peggy discuss how we may not want to be using our investment accounts like our savings accounts. Schedule an appointment with us at ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.financesforreallife.com/s... Wanda Toro and Peggy Van Hook are registered representatives with, and securities offered through, LPL Financial, Member FINRA / SIP...

Capital Gains, When I Need to Care About Them... | One Went the Other Way | Episode 64 11.09.2026

Check out our latest episode of our podcast “One Went the Other Way,” where Wanda and Peggy discuss capital gain taxes. Schedule an appointment with us at ⁠⁠⁠⁠⁠⁠https://www.financesforreallife.com/scheduleappt Wanda Toro and Peggy Van Hook are registered representatives with, and securities offered through, LPL Financial, Member FINRA / SIPC. Investment advice offered through Finances for Real Lif...

The 401k, Roth or Traditional? | One Went the Other Way | Episode 63 14.08.2026

Check out our latest episode of our podcast “One Went the Other Way,” where Peggy and Wanda discuss Roth and Traditional 401ks. Schedule an appointment with us at ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.financesforreallife.com/scheduleappt Wanda Toro and Peggy Van Hook are registered representatives with, and securities offered through, LPL Financial, Member FINRA / SIPC. Investment advice offered through Finances f...

The One About the Old Insurance Policy | One Went the Other Way | Episode 62 17.07.2026

Check out our latest episode of our podcast “One Went the Other Way,” where Peggy answers Reddit questions about long lost insurance policies. Schedule an appointment with us at ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.financesforreallife.com/scheduleappt Wanda Toro and Peggy Van Hook are registered representatives with, and securities offered through, LPL Financial, Member FINRA / SIPC. Investment advice offered thr...

My Parents Don't Have Any Retirement Savings | One Went the Other Way | Episode 61 03.07.2026

Check out our latest episode of our podcast "One Went the Other Way," where Peggy and Wanda answer Reddit questions regarding parents not having any retirement savings and how to navigate the hard conversations. Schedule an appointment with us at ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.financesforreallife.com/scheduleappt Wanda Toro and Peggy Van Hook are registered representatives with, and securities off...

"Does It Make Sense to Buy a House Anymore?" | One Went the Other Way | Episode 60 20.06.2026

Check out our latest episode of our podcast “One Went the Other Way,” where Wanda and Peggy answer Reddit questions about buying a house and the considerations that come along with it. Schedule an appointment with us at ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.financesforreallife.com/scheduleapptWanda Toro and Peggy Van Hook are registered representatives with, and securities offered through, LPL Financial, Member FI...

My Boss Changed Me to 1099 | One Went the Other Way | Episode 59 29.05.2026

Check out our latest episode of our podcast “One Went the Other Way,” where Peggy answers Reddit questions regarding 1099s as well as discussed the tradeoffs in refinancing your home. Recasting vs. Refinancing: https://www.experian.com/blogs/ask-experian/mortgage-recasting-vs-refinancing/ Schedule an appointment with us at ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.financesforreallife.com/scheduleappt Wanda Toro and Pe...

Debt, Collections, and Repos | One Went the Other Way | Episode 58 15.05.2026

Welcome to One Went the Other Way, a podcast about your journey and finances. In this episode, Peggy answers Reddit questions about debt repayment. Schedule an appointment with us at ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.financesforreallife.com/⁠...⁠⁠⁠ Check out FINRA's Broker Check at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://brokercheck.finra.org/⁠⁠⁠⁠⁠⁠ ⁠⁠⁠ Wanda Toro and Peggy Van Hook are registered representatives with, and secu...

Reddit's Best Finance Tips | One Went the Other Way | Episode 57 01.05.2026

Welcome to One Went the Other Way, a podcast about your journey and finances. In this episode, Peggy reviews Reddit's top finance tips. Schedule an appointment with us at ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.financesforreallife.com/scheduleapptCheck out FINRA's Broker Check at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://brokercheck.finra.org/⁠⁠⁠⁠⁠⁠ ⁠⁠⁠ Wanda Toro and Peggy Van Hook are registered representatives with, and securiti...

Chat... Am I Cooked? | One Went the Other Way | Episode 56 17.04.2026

Welcome to One Went the Other Way, a podcast about your journey and finances. In this episode, Peggy answers Reddit questions about debt repayment. Schedule an appointment with us at ⁠⁠⁠⁠⁠⁠ ⁠⁠https://www.financesforreallife.com/⁠...⁠⁠ Check out FINRA's Broker Check at ⁠⁠⁠⁠⁠⁠⁠ ⁠⁠https://brokercheck.finra.org/⁠⁠⁠⁠⁠⁠ ⁠⁠ Wanda Toro and Peggy Van Hook are registered representatives with, and securi...

Is Long Term Care a Scam? | One Went the Other Way | Episode 55 03.04.2026

Welcome to One Went the Other Way, a podcast about your journey and finances. In this episode, where answers Reddit questions about Long Term Care being a scam and when is the best time to buy Long Term Care?   Schedule an appointment with us at ⁠⁠⁠⁠⁠⁠ ⁠https://www.financesforreallife.com/⁠...⁠ Check out FINRA's Broker Check at ⁠⁠⁠⁠⁠⁠⁠ ⁠https://brokercheck.finra.org/⁠⁠⁠⁠⁠⁠ ⁠ Wanda Toro and Peg...

What to Expect When Buying a Pet | One Went the Other Way | Episode 54 20.03.2026

We sure do love our furry friends! Check out our latest podcast of “One Went the Other Way,” where Peggy and James discuss what to expect when getting a pet. Schedule an appointment with us at https://www.financesforreallife.com/scheduleappt Check out FINRA's Broker Check at ⁠⁠⁠⁠⁠⁠⁠⁠https://brokercheck.finra.org/⁠⁠⁠⁠⁠⁠ ⁠ Wanda Toro and Peggy Van Hook are registered representatives with, and se...

Should I Break Up With My Financial Advisor? | One Went the Other Way | Episode 53 06.03.2026

Welcome to One Went the Other Way, a podcast about your journey and finances. In this episode, Peggy answers questions on the process of how to navigate changing your advisor as well as what to expect regarding financial planning charges. Schedule an appointment with us at ⁠⁠⁠⁠⁠⁠ https://www.financesforreallife.com/⁠... Check out FINRA's Broker Check at ⁠⁠⁠⁠⁠⁠⁠ https://brokercheck.finra.org/⁠⁠...

"I Wish I Had Never Opened a 529 Account" | One Went the Other Way | Episode 52 02.02.2026

Welcome to One Went the Other Way, a podcast about your journey and finances. Schedule an appointment with us at ⁠⁠⁠⁠⁠⁠https://www.financesforreallife.com/⁠⁠⁠⁠⁠⁠  Check out FINRA's Broker Check at ⁠⁠⁠⁠⁠⁠⁠https://brokercheck.finra.org/⁠⁠⁠⁠⁠⁠  Wanda Toro and Peggy Van Hook are registered representatives with, and securities offered through, LPL Financial, Member FINRA / SIPC.   Investment advice off...

"Should I Pay Off My House Early?" | One Went the Other Way | Episode 51 09.01.2026

Welcome to One Went the Other Way, a podcast about your journey and finances. Schedule an appointment with us at ⁠⁠⁠⁠⁠⁠https://www.financesforreallife.com/⁠⁠⁠⁠⁠⁠  Check out FINRA's Broker Check at ⁠⁠⁠⁠⁠⁠⁠https://brokercheck.finra.org/⁠⁠⁠⁠⁠⁠  Wanda Toro and Peggy Van Hook are registered representatives with, and securities offered through, LPL Financial, Member FINRA / SIPC.   Investment advice...

Joy! | One Went the Other Way | Episode 50 26.12.2025

Welcome to One Went the Other Way, a podcast about your journey and finances. Schedule an appointment with us at ⁠⁠⁠⁠⁠⁠https://www.financesforreallife.com/⁠⁠⁠⁠⁠⁠ Check out FINRA's Broker Check at ⁠⁠⁠⁠⁠⁠⁠https://brokercheck.finra.org/⁠⁠⁠⁠⁠⁠ Wanda Toro and Peggy Van Hook are registered representatives with, and securities offered through, LPL Financial, Member FINRA / SIPC. Investment advice off...

What Happened to Grocery Prices? | One Went the Other Way | Episode 49 12.12.2025

Welcome to One Went the Other Way, a podcast about your journey and finances. Schedule an appointment with us at ⁠⁠⁠⁠⁠⁠https://www.financesforreallife.com/⁠⁠⁠⁠⁠⁠  Check out FINRA's Broker Check at ⁠⁠⁠⁠⁠⁠⁠https://brokercheck.finra.org/⁠⁠⁠⁠⁠⁠  Wanda Toro and Peggy Van Hook are registered representatives with, and securities offered through, LPL Financial, Member FINRA / SIPC.   Investment advice...

Mutual Funds are Converting to ETFs? | One Went the Other Way | Episode 48 28.11.2025

Welcome to One Went the Other Way, a podcast about your journey and finances. Check out our podcast on Mutual Funds: https://open.spotify.com/episode/4zZF9MKLzN3MC4WfawIbHU?si=XA3cGgb2RXKI_JWYoFwIiQ Schedule an appointment with us at ⁠⁠⁠⁠⁠⁠https://www.financesforreallife.com/⁠⁠⁠⁠⁠⁠ Check out FINRA's Broker Check at ⁠⁠⁠⁠⁠⁠⁠https://brokercheck.finra.org/⁠⁠⁠⁠⁠⁠ Wanda Toro and Peggy Van Hook are r...

So What's the Catch? | One Went the Other Way | Episode 47 15.11.2025

Welcome to One Went the Other Way, a podcast about your journey and finances. Schedule an appointment with us at ⁠⁠⁠⁠⁠⁠https://www.financesforreallife.com/⁠⁠⁠⁠⁠⁠ Check out FINRA's Broker Check at ⁠⁠⁠⁠⁠⁠⁠https://brokercheck.finra.org/⁠⁠⁠⁠⁠⁠ Wanda Toro and Peggy Van Hook are registered representatives with, and securities offered through, LPL Financial, Member FINRA / SIPC.Investment advice offe...

Why Do You Need to See My Taxes? | One Went the Other Way | Episode 46 01.11.2025

Welcome to One Went the Other Way, a podcast about your journey and finances. Schedule an appointment with us at ⁠⁠⁠⁠⁠⁠https://www.financesforreallife.com/⁠⁠⁠⁠⁠⁠ Check out FINRA's Broker Check at ⁠⁠⁠⁠⁠⁠⁠https://brokercheck.finra.org/⁠⁠⁠⁠⁠⁠ Wanda Toro and Peggy Van Hook are registered representatives with, and securities offered through, LPL Financial, Member FINRA / SIPC. Investment advice off...

Should I Invest or Pay Off Student Loans? | One Went the Other Way | Episode 45 31.10.2025

Welcome to One Went the Other Way, a podcast about your journey and finances. Schedule an appointment with us at ⁠⁠⁠⁠⁠⁠https://www.financesforreallife.com/⁠⁠⁠⁠⁠⁠  Check out FINRA's Broker Check at ⁠⁠⁠⁠⁠⁠⁠https://brokercheck.finra.org/⁠⁠⁠⁠⁠⁠  IRA Contribution Limits: https://www.irs.gov/retirement-plans/plan-participant-employee/retirement-topics-ira-contribution-limits Wanda Toro and Peggy Van...

Buying a Home Part 3 | One Went the Other Way | Episode 44 03.10.2025

Welcome to One Went the Other Way, a podcast about your journey and finances. Schedule an appointment with us at ⁠⁠⁠⁠⁠⁠https://www.financesforreallife.com/⁠⁠⁠⁠⁠⁠ Check out FINRA's Broker Check at ⁠⁠⁠⁠⁠⁠⁠https://brokercheck.finra.org/⁠⁠⁠⁠⁠⁠ Wanda Toro and Peggy Van Hook are registered representatives with, and securities offered through, LPL Financial, Member FINRA / SIPC. Investment advice off...

My Spouse Isn't on the Mortgage | One Went the Other Way | Episode 43 19.09.2025

Welcome to One Went the Other Way, a podcast about your journey and finances. Schedule an appointment with us at ⁠⁠⁠⁠⁠⁠https://www.financesforreallife.com/⁠⁠⁠⁠⁠⁠ Check out our previous podcast on estate planning: YouTube: https://youtu.be/CSIrStvDBDU Spotify: https://open.spotify.com/episode/5v3jpJMopLQd1OroxeA3L0?si=68e3f30b51234e98 Check out our previous podcast on HSAs: YouTube: https://youtu.b...

Buying a Home Part 2 | One Went the Other Way | Episode 42 05.09.2025

Welcome to One Went the Other Way, a podcast about your journey and finances. Schedule an appointment with us at ⁠⁠⁠⁠⁠⁠https://www.financesforreallife.com/⁠⁠⁠⁠⁠⁠ Check out FINRA's Broker Check at ⁠⁠⁠⁠⁠⁠⁠https://brokercheck.finra.org/⁠⁠⁠⁠⁠⁠ Wanda Toro and Peggy Van Hook are registered representatives with, and securities offered through, LPL Financial, Member FINRA / SIPC. Investment advice off...

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