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This Week: March 31st, 2015

On this week’s show Joy and I talked about the Wisconsin Badgers men’s basketball team making the Final Four, how to move an employer pension plan to a Roth IRA, the smartest things to do with your tax refund, and who should hurry up to buy a new car, and who should wait.

Some of the websites we mentioned:

That's all for now. Send your questions and comments to [email protected], contact me directly at [email protected], or use our online contact form. Until next time...

Spend less, have more!

Kevin McKinley


Previous Journal Entries

March 17th, 2015

We discussed some states’ efforts to help workers save for retirement, tax filing issues for a surviving spouse, why it’s better to save early than it is to save more for retirement, and how to handle your home being valued too highly on your...

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March 10th, 2015

We discussed “tip jars” on your tax return, where and why to get a first credit card, getting your tax refund, and the Apple Watch.

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February 24th, 2015

We discussed the issue of long term care, and offered a copy of the brand new On Your Money Mini Money Booklet “Covering Long Term Care Costs” to those who pledged at any dollar amount.

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