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Want to be better with your money & finances? Our goal is to make learning about handling your money more casual, relaxed, & in a way that everyone can understand....
show more
Want to be better with your money & finances? Our goal is to make learning about handling your money more casual, relaxed, & in a way that everyone can understand. And we couldn't think of a better way to do that, then by having something cold to sip on.
Grab yourself something refershing, whatever that may be for you, and let's get you back in control of your money (instead of the other way around).
Skol!
show less
Grab yourself something refershing, whatever that may be for you, and let's get you back in control of your money (instead of the other way around).
Skol!
20 OCT 2024 · You probably have an IRA, but did you know that there are 7 (OK, so there are probably a lot more, but these are the top ones) that can cost you a fortune? Are making any of them with your current IRA accounts? Watch the episode to learn what they are, how to avoid doing them, and what you can do instead to make sure your IRA is working the right way for you. Never miss an episode- SUBSCRIBE NOW: https://www.youtube.com/channel/UC8XA1to8IHXsqsrGfWfRaHA The beer for this episode is Celebration Ale from Sierra Nevada
5 OCT 2024 · No one ever taught me about money. Or I didn't know about money. We hear this refrain from young (& old) folks alike - that there was a disconnect between them and having an understanding about handling finances. Let's face it, money isn't something we like to talk about, in fact we'll discuss just about anything else; politics, religion, even sex before we talk about our finances. And your kids learn that behavior as well. Start them young and give them a healthy outlook not only about money, but about handling there finances as well.
19 SEP 2024 · Ever considered owning a pet? There are plenty of rewards and benefits that with being a pet owner. There are, unfortunately, some downsides as well, specifically on the financial side of things. If you are considering getting a pet, have you thought about all of the expenditures that go along with caring for them? Now is the time to make sure you are all set and can handle anything that may occur with your new friend.
6 SEP 2024 · We all have a cause or charity that means something to us. And we would like to support it as much as possible. Sometimes it feels like we are unable to give even though we know the organization could use our help. But all is not lost. They are many different ways that you can give and support that favorite cause or charity and actually get paid in the process. Thanks to some very helpful strategies from our friends at the IRS. Check out this episode to learn more about the ways you can be both; a benefactor and the benefitee...
18 AUG 2024 · We get asked questions all the time about life insurance, most of the time they are about the differences between the types of policies available. So we thought we'd spend some time going over how life insurance policies work. We are breaking it down into two parts to make it easier to handle...
The beer for this episode is Ship Shape from Treehouse
4 AUG 2024 · We get asked questions all the time about life insurance, most of the time they are about the differences between the types of policies available. So we thought we'd spend some time going over how life insurance policies work.
We are breaking it down into two parts to make it easier to handle... Watch the episode to get a better understanding and learn what each type of life insurance can do or not do for you and your family.
The beer for this episode is Ship Shape a Czech-style Pilsner from Treehouse Brewing
21 JUL 2024 · Fact: Most of us will spend more time planning that two week trip to Disney, then we will planning our retirement. Yet, when you really think about it your retirement will be the longest vacation you ever take! But a most recent study found that people in their 40s & 50s feel they do not have enough saved and are not prepared to handle being retired. Part of the problem: The #1 Question that is being asked about retirement isn't the right or top question that should be asked. What's the right question?
28 JUN 2024 · OK, so we wanted to title this episode "Who's gonna get your stuff when you're gone", but Craig thought that was too morose and depressing for a show that is called THINK WITH A DRINK. But it really is the heart of the matter when we are talking about Beneficiary Designations: * Why it is important *Some assets don't pass by a Will *A lot can end up in Probate *Sometimes our best intention can create unforeseen consequences for our heirs
16 JUN 2024 · Accumulating a large pile of money is the goal during everyone's working years that will be used to pay for their costs of living in retirement. Our analogy is like climbing a mountain, getting to our retirement is like reaching the pinnacle point. Yeah, you made it! But ultimately what is the goal of climbing a mountain - To get to the top? NO! It's to get back down to base camp safely. This is the other half of retirement planning - going back down - or distribution of your money. And what is one of the biggest pitfalls or dangers that await every retiree on their way back down the mountain? Paying for Health Care.
1 JUN 2024 · What do most CEO's get as part of their compensation package - benefits. Which include things like
- stock optionsÂ
- company carÂ
- medical & retirement
- insurance coverages
- personal pension plans
Now you may not be able to replicate all of these options for yourself, but their are ways to take advantage and structure some options, so you will at least feel like the CEO of You, Inc.
We'll also be opening RIDE ON a hazy, hoppy IPA from our friends at Golden Road Brewing.
Want to be better with your money & finances? Our goal is to make learning about handling your money more casual, relaxed, & in a way that everyone can understand....
show more
Want to be better with your money & finances? Our goal is to make learning about handling your money more casual, relaxed, & in a way that everyone can understand. And we couldn't think of a better way to do that, then by having something cold to sip on.
Grab yourself something refershing, whatever that may be for you, and let's get you back in control of your money (instead of the other way around).
Skol!
show less
Grab yourself something refershing, whatever that may be for you, and let's get you back in control of your money (instead of the other way around).
Skol!
Information
Author | Tom Alessi |
Organization | Tom Alessi |
Categories | Investing |
Website | - |
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