Investing

Preparation for Student Loan Payment Resumption July 01, 2023

Do you feel lost in the convoluted world of student loans? It's time to clear the fog and understand what the recent Supreme Court's rejection of President Biden's student loan plan entails for you. As someone who has navigated this labyrinth, I share my journey, which includes default, a resurge Read More

Ep. 20 – How to Reduce Taxes on your Social Security Income June 29, 2023

Did you know your Social Security benefits in retirement could be 100% tax-free? Perhaps you didn't even know Social Security would be taxable as many of you paid into the system for decades! Today we will unpack how Social Security retirement benefits are taxed, and most importantly how to reduce Read More

Single and Secure: Empowering Your Finances -Eps 123 June 20, 2023

In today's episode, we dive into the world of financial empowerment for singles. Whether you're single by choice or circumstance, we believe that being financially empowered is key to living a fulfilling and prosperous life. Join me and Anthony Oneal as we discuss: Why single people should focus on Read More

More Capital One Drama and My Debt Confession Update for Q2 June 17, 2023

Tune in for a debt confession update and find out what happened to my Capital One card...so embarrassing! ******Grab your Budget Binder Supplies! ➡️ https://amzn.to/3un7S3qWant to be on the channel and have your budget audited for FREE? Book an appointment at the link below:https://wendycoop.as.me/auditRead the blog:https://savvybudgetgirl.comFresh Start Program for student Read More

Ep. 19 – Tax Loss Harvesting to Create Tax Free Retirement Income June 15, 2023

Sometimes "hanging tight" isn't the best solution during times of volatility. We've had two bear markets since the Great Recession of 2008. COVID-19 was the first, and the inflation that ensued thereafter in 2021-2022 led to the second. Tax Loss Harvesting involves selling investments when they are down in value Read More

They Almost Got Me…Capital One Story June 06, 2023

A short and sweet episode this week on how I ALMOST got another credit card. Yikes! Enjoy the story!Join the FREE Community!https://www.facebook.com/groups/financialeducationinitiativeHYSA recommendations:https://www.nerdwallet.com/best/banking/high-yield-online-savings-accounts Read the blog:https://savvybudgetgirl.com Buy the merch!http://savvybudgetmerch.com Buy me a coffee:https://www.buymeacoffee.com/savvybudgetgirl You can also visit the Etsy shop! https://www.etsy.com/shop/SavvyBudgetGirlTV This video is NOT sponsored. Some product links are affiliate links, meaning if you Read More

Ep. 18 – Roth Conversion Strategy Could Save Over $427k in Taxes! May 31, 2023

Roth conversions are definitely gaining lots of popularity, especially with the Tax Cuts and Jobs Act of 2017 expiring in 2026. Because of this, I have noticed consumers believe they should automatically start converting their IRAs and 401ks to Roth accounts! First and foremost, you have to run the numbers. Read More

The Ultimate Guide to Emergency Funds: Tips and Strategies May 23, 2023

Emergency Funds: Your Financial Safety Net! 🚀 Discover the superpower that can shield you from unexpected financial woes in our latest episode. We'll unravel the importance of emergency funds and equip you with the tools to build your own fortress of financial security. From smart savings strategies to choosing the Read More

The Power of Financial Discipline – Eps 120 May 02, 2023

Financial discipline can be an incredibly powerful tool for achieving long-term financial success and stability. By consistently making smart financial decisions and exercising self-control in spending and saving, individuals can build wealth, pay off debt, and achieve their financial goals. This is exactly what Antoinette Munroe practiced and Read More

Ep. 17 – The Consequences of Extended Care in Retirement (featuring Harley Gordon) March 24, 2023

Nobody wants to think of themselves as getting old or frail. In fact, many retirees in their 60s, 70s, and even 80s are still traveling the world. The risk of extended care will never impact them. But if you need extended care, what are the consequences to your loved ones? Read More

What’s Real In Business Podcast Episode #27: Hound Down Your Resources with Lauren Wyckoff March 09, 2023

Please share, rate, review, and subscribe to our channel!Welcome to The What's Real In Business Podcast with host Justin Bullock!Are you an aspiring entrepreneur or business operator seeking educational, motivational, and entertaining information about how to most effectively grow both personally and professionally?Join real estate entrepreneur, author, and business coach Read More

Ep. 16 – How to Prepare for Required Minimum Distributions (RMDs) March 01, 2023

It's natural for us to think about how to GET to retirement, but not about how retirement will actually work. The same is true for saving into a 401k or 403b plan. Most think about how to invest their 401k and maximize growth. However, what about the distribution process? And Read More

What’s Real In Business Podcast Episode #26: Teach To Grow Your Reach with Tiea Vincent February 28, 2023

What’s Real In Business Podcast Episode #25: Design Your Reality with James Chakhtoura February 21, 2023

What’s Real In Business Podcast Episode #24: Put Your Pedal to the Metal with Michael Goldstein February 12, 2023

How To Save Money For College – Eps 114 February 07, 2023

With the cost of tuition and other expenses rising, having savings for college is important as it can help reduce the burden of student loan debt, provide financial security, and allow you to pursue higher education By starting to save as early as possible, you can take advantage of Read More

What’s Real In Business Podcast Episode #23: Manage Your Dreams with Angela McKee February 05, 2023

What’s Real In Business Podcast Episode #22: Construct Your Accountability with Emmanual Soriano January 27, 2023

Ep. 15 – 2023 Market Outlook January 27, 2023

2022 was a tough year for both stocks and bonds. In fact, it was perhaps the worst year for a 60/40 portfolio, period. For retirees, this makes income planning very difficult! How do you combat record inflation when both stocks and bonds are falling? Additionally, the risk in stocks is Read More

What’s Real In Business Podcast Episode #21: Play Your Aces with Nick Griffith January 22, 2023

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