Episodes
97
Latest episode
Sep 2026
Language
EN-US
Ask Peggy® About Your Money features best-selling author and radio host, Peggy Doviak, CFP®. In each episode, Peggy will address a financial question and give you strategies you can use to implement the information in your own life. If you want to submit a question, go to www.askpeggy.com. Other episodes provide access to her syndicated weekly radio show, "Ask Peggy Doviak About Your Finances." Music: Spark Of Inspiration by Shane Ivers
Quarterly Data Social Security Age Revisions Open Enrollment Stocks vs. Funds References: https://www.thinkadvisor.com/2026/09/25/new-bill-would-let-nurses-construction-workers-claim-social-security-at-60/
Market and Economic Update Social Security COLA Special Teams in Financial Football Tax Deadlines Resources: https://www.marketwatch.com/story/the-price-of-almost-everything-on-your-dinner-table-is-climbing-at-once-and-wall-street-is-taking-notice-9623d1fc?mod=home_lead https://www.thinkadvisor.com/2026/09/11/social-security-cola-estimated-at-35-for-2027/
Market and Economic Update Texting Your Financial Pro Football and Finance--Defense Taxes References: https://www.bloomberg.com/news/articles/2026-08-30/world-mostly-shrugs-off-bessent-s-d-day-iran-sanctions-threat?srnd=homepage-americas https://www.thinkadvisor.com/2026/08/27/court-upholds-sec-texting-settlement-against-apex-clearing/
Market and Economic Update Business Interest Deduction Football and Finance Bonds vs Bond Funds References: https://www.reuters.com/world/us-treasury-double-sizes-some-debt-buyback-operations-least-4-billion-2026-08-19 https://www.thinkadvisor.com/2026/08/20/irs-updates-faq-on-business-interest-deduction/
Market and Employment Data Update Fiduciary Under Fire (Again) Tips for College Students Taxes and Retirement Savings References: https://www.reuters.com/business/us-nonfarm-payrolls-fall-july-unemployment-rate-eases-41-2026-08-07/ https://www.thinkadvisor.com/2026/08/04/new-bill-kills-dol-oversight-of-iras/
Market Review Recognizing Fraud Saving for Retirement Choosing Beneficiaries References: https://www.finrafoundation.org/sites/finrafoundation/files/2026-07/RAND_Fraud_Research_Brief.pdf
Market Review Investment Account E-Deliveries Back to School College Funding Retirement Shortfalls References: https://www.thinkadvisor.com/2026/07/16/sec-releases-new-e-delivery-rule/
Market Performance Tax Penalty Relief Christmas in July SIMPLE IRAs References: https://www.thinkadvisor.com/2026/07/09/irs-rolls-out-automatic-penalty-relief-for-eligible-taxpayers/ https://www.nerdwallet.com/retirement/learn/simple-ira-vs-401k-comparison-how-to-pick-the-right-plan
Market Update Avoiding Scams Finances and Fireworks Maxing Retirement Savings References: https://www.thinkadvisor.com/2026/06/17/financial-fraud-is-accelerating-cfp-board-survey/ https://www.irs.gov/retirement-plans/irc-457b-deferred-compensation-plans
Markets and Oil Recouping Illegal Gains Summer Vacations Giving Children Money References: https://www.thinkadvisor.com/2026/06/04/supreme-court-bolsters-secs-power-to-recoup-illegal-gains/
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