This Week: April 18th, 2017

On this week’s episode Joy and I discussed financial literacy, taking Social Security to pay off debt, barriers to tapping retirement accounts, and getting bumped from a flight.

Some of the websites we mentioned:

Money Smart Week
WalletHub’s “Wallet Literacy Quiz”
Financial calculators at Dinkytown
Robo-advisors Learnvest, Betterment, and Wealthfront
Find a financial planner here, here, or here
Know your rights as a flyer

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

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.

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...

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.