Episodes
100
Latest episode
Oct 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.
According to a recent 401(k) study, quite a few are already. Plus the social security boost for 2027, 1 share of SpaceX to all and buying a house with your kid…but keeping your kid's spouse off the deed. Hmmm…
Long delays from Uncle Sam, auto enrolled in 530A accounts and college tuition cuts. Plus mortgage rates keep rising, automakers are policing advertised prices and is Muse helpful or not so much?
That's deep…and we don't know…but it is causing turmoil in the markets and DC. Plus Apple's sneaky price increase, how much do you want to put a data center in your town and the Medicare Advantage cancellation benefit. Plus plus UM reverse course on grading and ETFs are getting wackier.
18 years since Too Big to Fail, Topeka will pay you to live there, and parents will pay for the Mountain school. Plus good luck finding a reasonably priced used car, should you pay off your mortgage and how to spend the $5K if the Republicans win the midterms.
Dutch National Bank moves gold from US, direct admissions to colleges and why live in the dorms when your parents can buy you an apartment. Plus Jay gets quizzed – C's get degrees, don't they?
Nick Reiner says no. Plus Kalshi bans George Santos, Meta settlement partially contingent on competitors, flood insurance and Boston Scientific cyberattack. Plus plus the college enrollment cliff and parent plus loan issues.
Moderna soars, and so do condo dues, college students using premium credit cards and insurers paying out less than ever (whistle if you've heard that before). Plus Costco gets in Medicare and Michigan gets rid of grades for some freshmen. Plus plus UPDATE YOUR BENEFICIARIES!!!
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.
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