
Hosted by Steve Stewart, Financial Wellness Coach · EN

The Ins and Outs of Robo-Investing Today I am joined by Jon Stein: Husband, father, and founder of Betterment. He studied neurogenesis at Harvard, consulted for First Manhattan Consulting Group for a number of years before founding a game-changing company called Betterment, a wealth management company that uses a small list of ETF funds to help individuals… The post The Ins and Outs of Robo-Investing – Interview with Betterment’s Jon Stein – MPSOS196 appeared first on Money Plan SOS - Personal Finance for Everyday Americans.

Do you know why stories of people with $.32 refund checks are in the news? Because they are so rare! Most people want to get a big tax refund. However… Big tax refunds aren’t always a good idea Begin playback at Getting a huge refund is an extremely inefficient use of money – both for […] The post Less Tax, More Money In Your Paycheck – MPSOS195 appeared first on Money Plan SOS Personal Finance.

Do you know why stories of people with $.32 refund checks are in the news? Because they are so rare! Most people want to get a big tax refund. However… Big tax refunds aren’t always a good idea Begin playback at Getting a huge refund is an extremely inefficient use of money – both for… The post Less Tax, More Money In Your Paycheck – MPSOS195 appeared first on Money Plan SOS - Personal Finance for Everyday Americans.

Ace Chapman is a business owner, but not in the traditional sense. He buys business with the intent of selling them. Although he has an entrepreneur’s heart, Ace doesn’t believe anybody should start their own business. It is much easier and profitable to buy an existing business, improve it, and sell it for a profit. […] The post Ace says Skip the Startups and Buy a Business – MPSOS194 appeared first on Money Plan SOS Personal Finance.

Ace Chapman is a business owner, but not in the traditional sense. He buys business with the intent of selling them. Although he has an entrepreneur’s heart, Ace doesn’t believe anybody should start their own business. It is much easier and profitable to buy an existing business, improve it, and sell it for a profit.… The post Ace says Skip the Startups and Buy a Business – MPSOS194 appeared first on Money Plan SOS - Personal Finance for Everyday Americans.

Many people are being lured by the attractiveness of directing their own retirement plans. The trick is to do it right and have an asset, business, or income-producing entity that makes sense for YOUR retirement planning. Today we talk about what you need to know about self-directed IRAs Interview with Kirk Chisholm Many […] The post What You Need To Know About Self-Directed IRAs – MPSOS193 appeared first on Money Plan SOS Personal Finance.

Many people are being lured by the attractiveness of directing their own retirement plans. The trick is to do it right and have an asset, business, or income-producing entity that makes sense for YOUR retirement planning. Today we talk about what you need to know about self-directed IRAs Interview with Kirk Chisholm Many… The post What You Need To Know About Self-Directed IRAs – MPSOS193 appeared first on Money Plan SOS - Personal Finance for Everyday Americans.

Interview with Kai Yaniz #192: Kai used to be responsible for staffing at a firm. She knows first-hand what companies use to check on an applicant’s background. While a company may check credit reports, they do not review credit scores. Once again, this is proof that the bare minimum to succeed in America is to […] The post Do Employers Check Credit Scores before Hiring? appeared first on Money Plan SOS Personal Finance.

Interview with Kai Yaniz #192: Kai used to be responsible for staffing at a firm. She knows first-hand what companies use to check on an applicant’s background. While a company may check credit reports, they do not review credit scores. Once again, this is proof that the bare minimum to succeed in America is to… The post Do Employers Check Credit Scores before Hiring? appeared first on Money Plan SOS - Personal Finance for Everyday Americans.

I’m defending Suze Orman, not for her behavior in calling some personal finance bloggers idiots but for something she did with her “Approved Card” that I would love to see other card issuers do. Why am I even talking about this? Last week Suze Orman released a new financial product, a prepaid card. Because she […] The post Defending Suze Orman appeared first on Money Plan SOS Personal Finance.