Episodes
100
Latest episode
Jul 2026
Language
EN
Tune in and find out what is on the minds of two long-practicing, fee-only financial planners – Jay Furst and Certified Financial Planner ™ Cheryl Costa. Cheryl and Jay chat weekly about the markets and a wide range of personal finance topics.
It could be worth $22 million. Gold down 25% from recent highs, inflation down to 3.5% in June but don't get too comfortable. Introducing your 17-year-old advisor, is your 401(k)-income calculation flawed and 1 million borrowers leaving SAVE. Plus one more reason why we aren't big fans of rental real estate.
Or not…Philosophy Majors getting a payday, Trump Account options (minimal), quarterly returns look good and kids, er, older kids, are moving back home. And staying there…
What's next, Dow 60K or 40K? Irrational Exuberance is now 30 (Happy Anniversary!), new methods for pricing college tuition, new car purchases slow and Medicare Advantage denials. Plus Trump accounts set to launch and Rule of 55.
Execs blame it for mass layoffs and students blame it for lack of job opportunities. Polymarket BS, SpaceX valuation and Kevin Warsh is a man of few words. Plus a revolt at State Farm, LT care for municipal workers in Washington state and do Grandkids have a claim on Grandma's estate?
Or the window… AI failed with IKEA directions but did well guiding a house sale. Elon gets to vote shares he does NOT own, nearly half of insurance claims are denied and Bessent claims a $1 billion crypto confiscation from Iran. If legit, what does that mean for crypto?
A new Fed chair, the NASDAQ jumps through hoops to accommodate SpaceX, a book on AI has mistakes from…AI and the number of credit card delinquencies at its highest level in 15 years. Plus more colleges over $100k annually and home owners borrowing from the Bank of Mom and Dad.
Inflation spikes, 36 grandkids taking a hit on an inheritance, student loan rates and updates on loan forgiveness and the college grad hotspots. Plus hanging up on the Pope because he won't visit a bank branch.
And getting expensive. Polymarket fraud becoming commonplace, Powell investigation dropped, and the government bailout of Spirit Airlines. Plus a wealth tax in Maine and loan caps for grad students.
Markets rise while valuations drop, the Fed Chair nominee testifies, and Tim Cook is stepping down. Plus a possible cap on social security benefits, state tax issues for Trump accounts, and teen investment accounts.
Seems to be the view of many this filing season. Polymarket dispute, Trump Meme coin plummets, Nutella's accidental marketing genius and a surge in inflation and mortgage rates. Plus disclaiming inheritance, costs of home upkeep and stamp prices rise again.
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