Emily & Amanda discuss why these important items should be on your 2021 checklist. This list includes rebalancing your portfolio, capital-gains, tax withholding adjustments, retirement and HSA contributions, charitable giving and college savings.
Episode 4 - Amanda is joined by Danielle Woods to discuss different types of savings accounts including 401ks, Roth IRAs and taxable savings/brokerage accounts. They breakdown the potential tax consequences of each type of account and emphasize the importance of saving and planning in order to meet your future goals.
Episode 3 - In this episode, Emily and Amanda discuss how to create a college savings plans. It can be overwhelming to think about your child growing up an going off to college but there is no time like the preset to start saving.
Episode 2 - In this episode, Emily and Amanda discuss a list of money saving strategies that Amanda created by talking to family and friends. From saving on insurance policies to beauty services, we hope you find something that helps!
Episode 1 - Emily & Amanda talk with David Vaught about the current state of the Federal Reserve. This economic discussion touches on how the Fed's action or inaction affects the markets, which actions we think the Fed may take in the near future and how those actions will affect our daily lives.