Episode 74: Is your state prepared for a recession?

Retail stock investors are said to be living in a golden age when it comes to the convenience and cost of trading. But picking a broker should still be a conscious decision. We look at today’s options.

Links mentioned in this episode:

The Best Online Brokers and Trading Platforms, 2022
https://www.kiplinger.com/investing/wealth-management/online-brokers/605136/the-best-online-brokers-and-trading-platforms

Who Are the Best Small Online Brokers?
https://www.kiplinger.com/investing/wealth-management/online-brokers/605137/who-are-the-best-small-online-brokers

How a Stock Trade Actually Works
https://www.kiplinger.com/investing/stocks/601905/anatomy-of-a-stock-trade

If you’ve dutifully socked away money in a 401(k) or IRA for years, you could be in for an unpleasant shock when it comes time to take money out of those accounts. Also, the IRS is sending out a surprise round of checks.

Links mentioned in this episode:

https://www.kiplinger.com/retirement/retirement-planning/605109/is-your-retirement-portfolio-a-tax-bomb

 https://www.kiplinger.com/retirement/retirement-planning/605146/watch-out-rmds-can-trigger-massive-medicare-means-testing

 https://www.kiplinger.com/taxes/tax-refunds/605135/irs-tax-refunds-for-late-filing-penalty

https://www.kiplinger.com/retirement/medicare/602937/you-can-appeal-a-medicare-premium-surcharge

Kalman Chany, author of the Princeton Review’s Paying for College will help you find every bit of tax relief available. Also, the USPS raises rates for the holidays.

Links mentioned in this episode:

USPS to Raise Rates for "Holiday" Season Again

https://www.kiplinger.com/personal-finance/605110/usps-to-raise-rates-for-holiday-season-again

Paying for College, 2023: Everything You Need to Maximize Financial Aid and Afford College
https://www.amazon.com/Paying-College-2023-Everything-Admissions/dp/0593516494

Fight Inflation with Series I Bonds
https://www.kiplinger.com/personal-finance/banking/savings/savings-bonds/603848/fight-inflation-with-series-i-bonds

IRS Publication 970: Tax Benefits for Education
https://www.irs.gov/pub/irs-pdf/p970.pdf

Grandparents: Now is the Time to Contribute to Your Grandkid's 529 Plans
https://www.kiplinger.com/personal-finance/careers/college/605082/grandparents-now-is-the-time-to-contribute-to-your

You don’t have to be ready to retire to consider where you might go. We'll talk about how and why we make our lists of great destinations.

“Professor Cope” – NFL player and Kiplinger editor– joins us for the latest on his ventures and videos. Also, we clarify some of the terms around Series I bonds.

Links mentioned in this episode:

Fight Inflation with Series I Bonds
https://www.kiplinger.com/personal-finance/banking/savings/savings-bonds/603848/fight-inflation-with-series-i-bonds

Vladimir Ilyich Lenin: Imperialism, the Highest Stage of Capitalism
https://www.marxists.org/archive/lenin/works/1916/imp-hsc/ch08.htm

Steady income, moderate growth, manageable risk — those are the goals that Jeffrey Kosnett, the editor of Kiplinger’s Investing for Income, has been pursuing for decades. Also, a quick look at holiday shopping strategies.

Links mentioned in this episode:

Kiplinger’s Investing for Income

https://store.kiplinger.com/kiplingers-investing-for-income.html

Don’t Overlook Preferred Stocks

https://www.kiplinger.com/investing/etfs/603643/dont-overlook-preferred-stocks

Stay Above the Interest Rate Fray

https://www.kiplinger.com/investing/bonds/603317/stay-above-the-interest-rate-fray

With cars both scarce and expensive these days, what should you do if you want – or need – a new ride? Car-buying strategist Jenni Newman of cars.com shares some tips. Also, more on the magical 9% bond.

Links mentioned in this episode:

Kiplinger’s Economic Outlooks: Inflation
https://www.kiplinger.com/economic-forecasts/inflation

Fight Inflation with Series I Bonds
https://www.kiplinger.com/personal-finance/banking/savings/603848/fight-inflation-with-series-i-bonds

TreasuryDirect: Buying Series I Savings Bonds
https://www.treasurydirect.gov/indiv/research/indepth/ibonds/res_ibonds_ibuy.htm

Cars.com: Buckle Up With Jenni Newman, Our Editor-in-Chief
https://www.cars.com/articles/buckle-up-with-jenni-newman-our-editor-in-chief-1420699390000/

Electric Vehicles Take Charge in 2022

https://www.kiplinger.com/personal-finance/shopping/cars/604265/electric-vehicles-take-charge-in-2022

Cars.com: Your Guide to EV Batteries
https://www.cars.com/articles/your-guide-to-ev-batteries-premature-death-range-loss-and-preservation-446126/

College graduates looking to land that first real job will need to know how to ace the virtual interview and be prepared to do good old-fashioned research and networking. Also, gas prices are high, but try a little global perspective.

Links mentioned in this episode:

Gas Prices Around the World
https://www.kiplinger.com/personal-finance/shopping/cars/604410/gas-prices-around-the-world

Gas-Saving Tips That Actually Work
https://www.kiplinger.com/personal-finance/how-to-save-money/604390/gas-saving-tips-that-actually-work

Beth Hendler-Grunt
https://nextgreatstep.com/about-us/

Kiplinger’s Economic Outlooks: Jobs
https://www.kiplinger.com/economic-forecasts/jobs

With a lot of recession talk out there, we might just talk ourselves into one. We take that risk with Jim Patterson of the Kiplinger Letter. Also, dollar stores: deal or no deal?

Links:

15 Best Things to Buy at Dollar Stores (Dollar Tree Included)
https://www.kiplinger.com/personal-finance/how-to-save-money/602810/best-things-to-buy-at-dollar-stores-dollar-tree

17 Worst Things to Buy at Dollar Stores (Dollar Tree Included)

https://www.kiplinger.com/personal-finance/spending/602750/worst-things-to-buy-at-dollar-stores

Kiplinger’s Economic Outlooks: GDP
https://www.kiplinger.com/economic-forecasts/gdp

Why Inverted Yield Curve Panic Is Overdone
https://www.kiplinger.com/investing/stocks/604484/inverted-yield-curve-stocks

Kiplinger’s Economic Outlooks: Fuel Prices
https://www.kiplinger.com/economic-forecasts/energy

How Gas Prices Are Determined
https://www.kiplinger.com/personal-finance/604688/how-gas-prices-are-determined

Fyooz Financial, the husband and wife team of Dan and Natalie Slagle have carved out a niche advising other couples with the money questions that come with pairing up.

Links mentioned in this episode:

Midyear Investing Outlook: Where to Invest Now
https://www.kiplinger.com/investing/stocks/stocks-to-buy/602844/midyear-investing-outlook-where-to-invest-now

Sell in May and Go Away? Here We Go Again …
https://www.kiplinger.com/investing/602700/sell-in-may-and-go-away-2022

5 Stocks to Sell or Avoid Now
https://www.kiplinger.com/investing/stocks/stocks-to-sell/604659/stocks-to-sell-or-avoid-now

Fyooz Financial
https://www.fyoozfinancial.com/

Getting Married? Don’t Forget to Talk Money First
https://www.kiplinger.com/personal-finance/how-to-save-money/family-savings/604596/the-money-talk-new-couples-need