He Said She Said the Money Guide Podcast Podcast

He Said She Said the Money Guide Podcast

Cheryl Costa and Jay Furst
Tune in and find out what is on the minds of two long-practicing, fee-only financial planners – Jay Furst and Certified Financial Planner ™ Cheryl Costa. Cheryl and Jay chat weekly about the markets and a wide range of personal finance topics.
Batman and the Economy (Episode 209)
No relation but somehow entered the conversation. Credit card debt at levels not seen since pre-pandemic, job market tightening, soaring auto prices and new and improved ways of losing money with the sports betting apps.  Even if $1 turns into more than $500K.
Aug 22, 2023
28 min
The $5 Million Nest Egg (Episode 208)
What that looks like and how they got there.  SBF is in jail for violating terms of house arrest, Gold, Crypto or diversification and the best states to retire. Plus Phil Mickelson may have a gambling issue.
Aug 15, 2023
27 min
Conference Realignment (Episode 207)
How the money grab in college sports relates to financial markets.  Dow streaks, a Fitch Downgrade and Tupperware as the new meme stock.  Plus Dumb Money released soon.
Aug 8, 2023
31 min
Lots of Fun College Stuff (Episode 206)
Starting next year it will cost you more to send your triplets to college.  On the plus side, loan repayment may be easier.  Anyone up for paying $4000 to get your daughter into a sorority???
Jul 26, 2023
27 min
R-E-S-P-E-C-T (Episode 205)
Aretha Franklin’s will dispute resolved, Harvard costs nearing $100K per year and inflation continues to head south. Plus that catch-up contribution will be headed to a Roth, the SEC is looking at a Bitcoin ETF application and Cheryl cannot contain her enthusiasm for a recent IRS ruling that tells they have no ruling.
Jul 18, 2023
24 min
Cage Match (Episode 204)
Zuckerberg vs Musk, Threads vs Twitter.  The latest on student debt forgiveness, concierge doctors and removing taxes for your heirs.  Plus yet another social security scam and more people working into their 80’s.
Jul 12, 2023
31 min
Not All Deals Are Created Equal (Episode 203)
Watch out for the cruise extras.  Those visa gift cards are scammer targets and Uncle Sam wants to tax your parlay winnings. Plus Binance leaves the US – (is it all smoke and mirrors?), inflation drops to its lowest point in over 2 years and Rihanna, please rent my house!
Jun 14, 2023
32 min
Forgotten Loans? (Episode 202)
Those student loan payments are likely back on your pay list this summer.  Watch out for Zombie loans coming back to foreclose on your home.  More crypto crime, the 4 figure car payment and Apple’s mixed reality headset for “only $3500” {Gulp!}.  Plus online banks are raking in the deposits.
Jun 7, 2023
27 min
Contradictions (Episode 201)
Here comes the debt ceiling standoff. But if we sell out equities and buy treasuries, are we in greater danger? Company perks give me first class plane travel so it’s ok if my spouse flies coach, right? The IRS might offer a free filing system.  Is that fair to TurboTax and H&R Block? If yes, what should you do about your state filings?
May 23, 2023
28 min
Investment Education (Episode 200)
Results from a Gallup poll are disturbing, Robinhood trading goes 24/5 {yawn}, more check fraud at banks and that accounting career is not as appealing as it once was.  Plus, beware of the “college portfolio” option on your 529.
May 16, 2023
31 min
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