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This Week: April 4th, 2017

We discussed the IRS funding issues, saving for retirement vs. buying a dream home, getting the tax break on Edvest contributions, and big box retailers going out of business.

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This Week: March 28th, 2017

We discussed phone scams, getting rid of private mortgage insurance, deadlines for IRA and Roth IRA contributions (and undoing conversions), and why the growing popularity of leasing vehicles may mean you get a good deal on your next new or gently-used car.

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This Week: March 21st, 2017

We discussed the supposed status of being “Super Busy”, when and how to rebalance a portfolio, getting the best deal on a new or used car, and making sure you take your first RMD from your retirement accounts before the deadline.

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This Week: March 7th, 2017

We discussed tax refunds, whether to fund a Roth IRA or pay off a car loan, the right things to focus on when buying a vehicle, and whether to use a pre-tax retirement savings plan, or the Roth version.

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This Week: February 28th, 2017

We thanked the 530 On Your Money listeners who pledged over $35,000 in last week’s Wisconsin Public Radio Membership Drive. As a demonstration of our gratitude, we spent the entire hour answering listener’s questions.

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This Week: January 31st, 2017

We discussed how the “Marshmallow Test” may provide some insight on saving and investing, tax-smart ways to pay for nursing home expenses, the “Slow Money” movement, and the benefits and drawbacks of meal delivery services.

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