Chase NO Customer Service (Episode 228)
There are more $100 bills than any other denomination. Hmmm. Nvidia knocks off Meta for the one-day growth record, the market rolls on but your appliances might not. Plus Jay vents about Chase.
On this page
Contrarian Indicator #1 (Episode 218)
enNovember 15, 2023
About this Episode
That would be the client going all in on treasuries. Inflation is down and the market is up. For the year, the market has soared (see the Nasdaq) while the market has gone nowhere (see the Dow). SBF found guilty on all counts. Cheryl explains why she will never touch Medicare Advantage, beware of free dinners thanks to Florida Auto Glass shops and watch out for social security coming back for refunds on their mistakes.
Recent Episodes from He Said She Said the Money Guide Podcast
Scholarships for Cornhole (Episode 227)
Yes, seriously. Tax bills for iBonds, a dating app based on your credit scores (yes, seriously) and carrying a mortgage in retirement. Plus NVDA reports earnings. Can we get a giddyup?!
Are Assumable Mortgages Really Assumable? (Episode 226)
Americans are turning 65 at a record pace, student loan payments may be eligible for a 401(k) match and that HELOC has gotten expensive. Plus non-auto insurance and guidelines for converting your 529 to a Roth IRA.
Twelve Thin Mints for $6 (Episode 225)
Yes, inflation impacts girl scout cookies. META with the largest one day market value increase in history, custom fit 401(k)s and FAFSA info not getting to colleges until March. Plus a special grandparent 529 discussion.
Adding Insult to Injury, the Lions Lost (Episode 224)
Update on Mr. Treasuries. Tax time is here…but don’t rush to file. Home sales at their lowest level in a generation, IBM wants everyone in the office and beware of QR codes.
Market Records New Highs (Episode 223)
Celebrate or panic? Bitcoin ETFs are here, Hertz is slashing their electric vehicle inventory and Capital One’s High Yield Accounts may not be offering high yields. Plus Homeowner’s insurance and solar.
Keep Piling On (Episode 222)
Too many stats available to throw Mr. Treasuries under the bus. Jay’s tax nightmare wasn’t so bad after all, the market keeps rolling and your social security is probably taxable. Plus..Robinhood poaching clients with significant assets and the dangers of Buy Now Pay Later plans. Plus plus the cars doctors drive.
Shohei Me The Money(Episode 221)
A record setting contract with some interesting terms, private equity buying up neighborhoods, issues with the IRS and a checklist to close out the year.
Die With Nothing (Episode 220)
Not our advice but apparently a popular book. Also not advising anyone to read it. November was fantastic across the board, repair costs for that EV might shock you, and weight loss drugs are the hottest thing going. Plus a sad farewell to Charlie Munger.
He Said She Said the Money Guide Podcast
enDecember 07, 2023
AI Chaos (Episode 219)
Sam Altman gets fired and rehired in days. CZ from Binance agrees to jail time, IBM changes their 401(k) match…again, and Dave Ramsey says you can withdraw 8% of your assets per year. We think he’s a fool. Plus, employees are making more money, getting more paid time off and have a more flexible schedule. It only follows that they’re grumpy?!