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#38 If the Shoe Doesn't Fit Thumbnail

#38 If the Shoe Doesn't Fit

Emily & Amanda discuss financial advice they've come across on the internet: - What to do with a 401(k) suffering from the poor performance of target-date funds, - The impact of investment choices on a portfolio, - Emily recommends a personal finance book for small business; and - They address a listener question on LLCs vs S-Corps.

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#37 Get to Know your Advisor: Danielle Woods, JD Thumbnail

#37 Get to Know your Advisor: Danielle Woods, JD

In this episode, we get to know advisor Danielle Woods better. Danielle has extensive professional experience as an investment advisor and financial professional. Learn more about how she approaches her financial advising practice and why she enjoys it so much.

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#36 Moody Markets Thumbnail

#36 Moody Markets

Moody Markets The markets have been in a mood lately, no? Emily & Amanda discuss: - the current state of the stock and bond markets, - cover some year-end tax planning, and - finish up with their hot take on whether the 60-40 portfolio is dead.

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# 35 Get to Know your Advisor: David Vaught, CFA Thumbnail

# 35 Get to Know your Advisor: David Vaught, CFA

In this episode, we get to know advisor David Vaught better. David has extensive professional experience as an investment advisor and financial professional. Learn more about how he approaches his financial advising practice and why he enjoys it so much.

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#34 Back to School Edition 2023 Thumbnail

#34 Back to School Edition 2023

It’s that time of the year where everyone starts to go back to school. In honor of the season, Emily and Amanda dive into the student loan repayments that will be resuming soon. Then they switch over to how they approach saving and investing for children’s college education with 529 plans. Finally, they answer a listener question: “I overspent on my recent vacation. What should I do?”

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#33 Lights, Camera, Finance Thumbnail

#33 Lights, Camera, Finance

Emily and Amanda discuss finance topics that came up in two summer blockbusters of 2023: Barbie (white collar crime) and Mission Impossible (crypto). They wrap up with a response to a listener question: "I bought a stock and it went down. I was sad and upset about it, so what should I do?"

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