Chase NO Customer Service (Episode 228)
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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.
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.
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?!
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.
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.
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.
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.
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.
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.
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.
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?!
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.
Some people just don’t know their candy. It wasn’t on our agenda but buying real estate in Florida, prenups and trusts. Plus a woman uses her jailed husband’s IRA, moves and leaves him with the tax bill. Or does she? Plus plus don’t forget open enrollment and watch out for companies who want their signing bonuses back. Maybe it was too good to be true.
Following another shaky week, a run to treasuries could prove costly. Real estate rules in NYC could be changing, home insurance in Florida is going off the rails and Bitcoin spikes.
Seems like we finally agree on one thing. Dumb math is just…dumb. Millenials are saving more than their parents did for retirement, social security gets another bump and MA, FINALLY, is increasing the estate exemption. Is it enough to stay there? Plus more on SBF, women truckers and Cheryl’s lease conundrum.
Property taxes, delivery charges and forced tipping. SBF’s crypto trial gets started, a weak quarter in the market and buying gold bars at Costco. Plus tuition help from your employer, keeping cash on hand and a friendly reminder to pay your monthly bill for storage space.
Rough week in the markets as investors digest comments from the Fed and a looming government shutdown. Those Taylor Swift tickets you resold are taxable, there is a new plan to cover the gap in social security and that car you rented from Avis was reported stolen. Avis still refused to reimburse you. Gotta love large corporations.
It’s not just a movie but a recurring theme in the markets. Will student loan payments hurt the economy? What will the Fed do? Plus beware of the ERC scams and credit repair services that don’t do much in the way of repairing.
September is a little rocky, Apple issues in China, Bed Bath & Beyond 401(k) woes, and setting a retirement date in your 80’s…maybe. Plus be careful of inheritance taxes, bags of money in the parking lot and the exciting but possibly turbulent money date!
Care to guess your age when you have the experience and wisdom? Unlikely it’s the same age at which you forgo home insurance but many are doing just that – could be the 20% plus spike in rates. Plus J Powell scares the market and MA takes down Robinhood.
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.
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