Your Money's Worth

Episode 164: The Best Tools for Investing, Stock Trading with Dan Burrows

27 Sep 2022

Contributed by Lukas

Retail stock investors are said to be living in a golden age when it comes to the convenience and cost of trading. But picking a broker should still b...

Episode 163: Is There a Tax Bomb in Your Retirement Portfolio?

06 Sep 2022

Contributed by Lukas

If you've dutifully socked away money in a 401(k) or IRA for years, you could be in for an unpleasant shock when it comes time to take money out of th...

Episode 162: Tax Breaks for College Financing with Kalman Chany

23 Aug 2022

Contributed by Lukas

Kalman Chany, author of the Princeton Review's Paying for College will help you find every bit of tax relief available. Also, the USPS raises rates fo...

Episode 161: Oh, the Places You (Might) Go: Picking a Retirement Destination

09 Aug 2022

Contributed by Lukas

You don't have to be ready to retire to consider where you might go. We'll talk about how and why we make our lists of great destinations. Links menti...

Episode 160: Brandon Copeland on Real Estate, Recession Risk and Building a Brand

26 Jul 2022

Contributed by Lukas

"Professor Cope" – NFL player and Kiplinger editor– joins us for the latest on his ventures and videos. Also, we clarify some of the terms arou...

Investing for Income with Jeffrey Kosnett (Episode 144 rebroadcast)

12 Jul 2022

Contributed by Lukas

Steady income, moderate growth, manageable risk — those are the goals that Jeffrey Kosnett, the editor of Kiplinger's Investing for Income, has been...

Episode 159: Car-Buying in an Inflated Market with Jenni Newman

28 Jun 2022

Contributed by Lukas

With cars both scarce and expensive these days, what should you do if you want – or need – a new ride? Car-buying strategist Jenni Newman of cars....

Episode 158: Helping Graduates Find Jobs with Beth Hendler-Grunt

14 Jun 2022

Contributed by Lukas

College graduates looking to land that first real job will need to know how to ace the virtual interview and be prepared to do good old-fashioned rese...

Episode 157: Is a Recession Coming?

31 May 2022

Contributed by Lukas

With a lot of recession talk out there, we might just talk ourselves into one. We take that risk with Jim Patterson of the Kiplinger Letter. Also, dol...

Episode 156: This Couple Tackles Love and Money as a Team

17 May 2022

Contributed by Lukas

Fyooz Financial, the husband and wife team of Dan and Natalie Slagle have carved out a niche advising other couples with the money questions that come...

Episode 155: Which Documents to Keep, Which to Shred, and Which to Scan

03 May 2022

Contributed by Lukas

A speedy recovery from disaster can depend on your financial recordkeeping. Kiplinger's Personal Finance writer Rivan Stinson tells us how to keep our...

Episode 154: Decoding ESG Investing with Ellen Kennedy

19 Apr 2022

Contributed by Lukas

Environmental, social and governance investing is simpler than it sounds, and has a profitable track record to boot. Links mentioned in this episode: ...

Episode 153: High Gas Prices with The Kiplinger Letter's Jim Patterson

05 Apr 2022

Contributed by Lukas

Consumers are feeling the pinch at the pump; how long will prices stay high? Plus, Congress starts to fiddle with retirement-savings rules again.   L...

Episode 152: The 2022 Real Estate Market with Daniel Bortz

22 Mar 2022

Contributed by Lukas

Daniel Bortz doesn't just write about home sales and housing prices – he's been in the business. He'll share insights about the real estate outlook ...

Episode 151: The Future of Certified Financial Planners with Kamila Elliott

08 Mar 2022

Contributed by Lukas

Not all financial advice is the same. We talk with the chair of the CFP Board about what she's doing to preserve her brand and extend its reach. Also,...

Episode 150: Make Your Credit Score Count with Lisa Gerstner

22 Feb 2022

Contributed by Lukas

There's no escaping your credit score, so what can you do to make it better? Kiplinger's credit expert joins us to talk strategy. Also, a number of ne...

Episode 149: National Taxpayer Advocate Erin M. Collins Wants to Help

08 Feb 2022

Contributed by Lukas

Your tax dollars are at work funding a government bureau to help you deal with the IRS. Strange but true! Also, the price of Amazon is going up. Links...

Episode 148: The "Gray Resignation" with Liz Windisch

25 Jan 2022

Contributed by Lukas

Pandemic pressures (and high stock and real estate values) are leading many to try to move up retirement. Plus, tax-filing season gets under way.   L...

Episode 147: The Kiplinger Letter's Top 10 Forecasts for 2022 with John Miley

11 Jan 2022

Contributed by Lukas

What to expect from the U.S. economy and an election-year Congress, as well as the outlook for cryptocurrency regulations, TikTok and more. Plus, we g...

Episode 146: The 2022 Stock-Market Outlook with Anne Smith and James K. Glassman

28 Dec 2021

Contributed by Lukas

Sure, measuring stock markets by calendar years is a bit artificial, but it's still a good way to give your portfolio a checkup. Two Kiplinger investi...

Episode 119 (Rebroadcast): Having the Money Talk with Your Parents

14 Dec 2021

Contributed by Lukas

Managing your parents' finances can be a difficult situation. Doing so if you haven't laid down a plan for how to do it is worse. Cameron Huddleston, ...

Episode 144: Investing for Income with Jeffrey Kosnett

30 Nov 2021

Contributed by Lukas

Steady income, moderate growth, manageable risk — those are the goals that Jeffrey Kosnett, the editor of Kiplinger's Investing for Income, has been...

Episode 143: Changes Coming to Flood Insurance with Laura Lightbody

16 Nov 2021

Contributed by Lukas

The National Flood Insurance Program is getting an overhaul that could send your rates up (or down). We dig into what's changing with this coverage th...

Episode 142: Brandon Copeland on Reaching Financial Freedom

02 Nov 2021

Contributed by Lukas

Atlanta Falcons linebacker and Kiplinger contributing editor Brandon Copeland joins us to reflect on what he's learned from working with us. Plus, bil...

Episode 141: Target Date Funds with Tony Drake

19 Oct 2021

Contributed by Lukas

The simplicity of target date funds has made them popular, particularly among 401(k) investors. But investors may be paying a price. Links mentioned i...

Episode 140: The Perils of Inheritance, with Tim Steffen

05 Oct 2021

Contributed by Lukas

Just because you're in the will doesn't mean you're sitting pretty. Also: Does October deserve its scary reputation for stocks?   Links mentioned in ...

Episode 139: ETFs vs. Mutual Funds, with Todd Rosenbluth

21 Sep 2021

Contributed by Lukas

Mutual funds and exchange-traded funds -- two different but similar ways to invest. How to choose? Fund expert Todd Rosenbluth helps us sort it out. A...

Episode 138: Be a Better Complainer, with Emma Patch

07 Sep 2021

Contributed by Lukas

In today's customer-service environment, getting through and getting results takes determination -- and skill. We'll talk about techniques to help you...

Episode 137: Lessons from Top Investing Gurus, with Adam Shell

24 Aug 2021

Contributed by Lukas

Writer Adam Shell has distilled advice from seven Wall Street savants into guidance the individual investor can profit from.   Links mentioned in thi...

Episode 136: The Ins and Outs of IRAs with Ed Slott, CPA

10 Aug 2021

Contributed by Lukas

Saving for retirement? Good start. But almost everyone has something to learn about optimizing their individual retirement account from IRA strategist...

Episode 135: Investing in Space: The Sky Is Not the Limit

27 Jul 2021

Contributed by Lukas

Pioneering fund manager Andrew Chanin knows where investing opportunities are in space. Also: Inflation is here -- how should you adjust your investme...

Episode 134: Get the Most from the Expanded Child Tax Credit

13 Jul 2021

Contributed by Lukas

The latest government stimulus is a much-more generous child tax credit, with a new twist: The IRS is going to send you money each month, if you're el...

Episode 133: How to Get a Car Deal in a Crazy Market with Karl Brauer

29 Jun 2021

Contributed by Lukas

As used car values soar, the old rules of how to get the best price still hold. Also, in the stock market, value stocks pull a rotation move on growth...

Episode 132: Keep Your Identity Safe and the Hackers at Bay

14 Jun 2021

Contributed by Lukas

Cybercriminals are in the news for targeting companies with ransomware, but they're still up for stealing your identity as well. We have the latest on...

Episode 131: Marijuana Investing: High Risk, High Reward?

02 Jun 2021

Contributed by Lukas

A rapidly evolving legal landscape is keeping cannabis investors on their toes. We talk to private equity investor Matt Hawkins, who has long experien...

Episode 130: Is Your Home Insured Against Disaster? Better Check

18 May 2021

Contributed by Lukas

We'll knock down some misconceptions about what home insurance actually covers to make sure you're not left high and dry when things get wet (or hot, ...

Episode 129: Tap the Money Tied Up in Your Home with Keith Gumbinger

11 May 2021

Contributed by Lukas

Housing prices have been on a tear, and that means home equity is up, too. Turning that value into cash in your wallet can be complicated, though. Equ...

Is a Fix Coming Soon for Social Security? (Ep. 112 Rebroadcast)

04 May 2021

Contributed by Lukas

Managing editor of the Kiplinger Retirement Report Catherine Siskos joins us to talk about what a new administration and Congress might do to solve So...

Episode 127: Annuities: How They Could Work for You.

28 Apr 2021

Contributed by Lukas

No doubt, investing in annuities can be a tough call for the active investor. But there comes a time when relinquishing some control for reliable inco...

Episode 126: Estate-Planning Your Stuff, with T. Eric Reich

20 Apr 2021

Contributed by Lukas

What to do with the house, the vacation house and the china? We talk with a financial adviser who's got some wise counsel. Also, who makes up the so-c...

Episode 125: How to Invest Green in a White-Hot Market, with Anne Kates Smith

13 Apr 2021

Contributed by Lukas

Sustainable stocks are going gangbusters. In an era of triple-digit gains for many market favorites (it's not just Tesla), we look for value options. ...

Episode 124: Bitcoin: Should You Invest?

06 Apr 2021

Contributed by Lukas

Pretending it's a fad that will go away didn't work for the internet, and it won't work for cryptocurrency, either. But there are still so many questi...

Episode 123: The Red-Hot Housing Market with Daniel Bortz

30 Mar 2021

Contributed by Lukas

Home sales and prices have been on a tear and are forecast to continue to rise in 2021. Whether you're hoping to sell, buy or refi, contributing write...

Episode 122: The Gig Economy Today with Kathy Kristof

23 Mar 2021

Contributed by Lukas

As with so many things, the pandemic has had big effect on side hustles and contract work. We talk with an expert in the field on finding a good gig. ...

Episode 121: Max Out Your Stimulus Check with Rocky Mengle

16 Mar 2021

Contributed by Lukas

You probably know you're getting a check, but did you know you can have an impact on its amount? Senior tax editor Rocky Mengle talks about the moves ...

Episode 120: New Financial Challenges for Women with Marguerita Cheng

08 Mar 2021

Contributed by Lukas

The COVID-19 pandemic and accompanying recession have been particularly hard on women, who've lost millions of jobs. Financial planner Marguerita Chen...

Episode 119: Having the Money Talk with Your Parents

01 Mar 2021

Contributed by Lukas

Managing your parents' finances can be a difficult situation. Doing so if you haven't laid down a plan for how to do it is worse. Cameron Huddleston, ...

Episode 118: Relationships and Money with Mari Adam

22 Feb 2021

Contributed by Lukas

Love and money go together like, well, sometimes they don't. Financial planner Mari Adam joins Your Money's Worth to discuss how couples can work toge...

Episode 117: Why Pay Money to File Your Taxes?

17 Feb 2021

Contributed by Lukas

Far more people could be filing their federal returns for nothing. Sandy Block helps us figure out what's truly "free." Also, the latest from Brandon ...

Episode 116: Unpacking the GameStop Blowup with Kyle Woodley

08 Feb 2021

Contributed by Lukas

Did the market gyrations of late January rattle your faith in the market, or did you shrug at another "short squeeze"? Senior investing editor Kyle Wo...

Episode 115: Working from Home - The Tax and Insurance Consequences

01 Feb 2021

Contributed by Lukas

Among the disruptions of the COVID-19: Many people working remotely changed their location to a new state, maybe even a new country. That can lead to ...

Episode 114: Taxes on Retirees - What's New

25 Jan 2021

Contributed by Lukas

Senior tax editor Rocky Mengle talks about the latest update of the Kiplinger Retiree Tax Map. Will states with declining revenues make life harder on...

Episode 113: Forecasts for 2021 with Jim Patterson of The Kiplinger Letter

19 Jan 2021

Contributed by Lukas

Jim Patterson, managing editor of The Kiplinger Letter, joins us to talk about the year ahead, from what the Biden administration and next Congress wi...

Episode 112: Is a Fix Coming Soon for Social Security?

11 Jan 2021

Contributed by Lukas

Managing editor of the Kiplinger Retirement Report Catherine Siskos joins us to talk about what a new administration and Congress might do to solve So...

Episode 111: James K. Glassman's Stock Picks for 2021 -- And from the Past

04 Jan 2021

Contributed by Lukas

Longtime Kiplinger columnist James K. Glassman discusses the 10 stocks he's recommending this year, and how his previous picks have fared. Also: the s...

Strategies for Charity (Ep. 55 Rebroadcast)

28 Dec 2020

Contributed by Lukas

Ryan and Sandy interview Schwab Charitable president Kim Laughton on why you should use a donor-advised fund for year-end charitable giving. The co-ho...

Episode 109: Doug Glanville on Race, Sports — and Personal Finance

21 Dec 2020

Contributed by Lukas

Kiplinger contributor (and former Major League Baseball player) Doug Glanville shares insights from years playing the game — and investing. Also, wh...

Episode 108: State Taxes on the Middle Class: How They Rate, with Rocky Mengle

14 Dec 2020

Contributed by Lukas

Every year Kiplinger ranks all 50 states for their tax-friendliness. For 2020, Senior Tax Editor Rocky Mengle has put the focus on the middle class. H...

Episode 107: Your Year-End Financial To-Do List

07 Dec 2020

Contributed by Lukas

Don't just assume 2021 will be better — set it up to be by tackling these tasks that have to get done by year end. Associate Editor Rivan Stinson al...

Episode 106: Where to Invest in 2021

30 Nov 2020

Contributed by Lukas

Kiplinger Executive Editor Anne Kates joins us to talk about her 2021 outlook for stocks, market sectors, and even some specific stocks. Also, hosts S...

Episode 105: How Holiday Shopping Happens in a Pandemic

23 Nov 2020

Contributed by Lukas

Black Friday and Cyber Monday this year will be like no other year before. Deal News analyst Julie Ramhold joins us to talk about the big sales alread...

Episode 104: Making Wise Choices During Open Enrollment

16 Nov 2020

Contributed by Lukas

What's new, what's different, what's, dare we say, exciting on the health insurance front? Contributing Editor Lisa Gerstner runs through the new vari...

Episode 103: Financial Benefits for Military Families

09 Nov 2020

Contributed by Lukas

For Veterans Day, we run through benefits and programs meant to offset some of the financial risks service members take on. Also, hosts David Muhlbaum...

Episode 102: State Taxes on the Ballot -- Pot, Real Estate and More

02 Nov 2020

Contributed by Lukas

When Americans go to the polls (or send in their ballots) they decide on more than their leaders -- some significant state tax questions are at stake ...

Episode 101: The 60:40 Portfolio Rule Needs a Reboot

26 Oct 2020

Contributed by Lukas

The well known maxim of putting 60 percent of your money in stocks and 40% in government bonds is due for some significant reworking, says a top analy...

Episode 100: Meet Brandon Copeland - NFL Linebacker, New Kiplinger Contributor

19 Oct 2020

Contributed by Lukas

We talk to Kiplinger's newest collaborator. Playing outside linebacker for the New England Patriots is just one of the irons he's got in the fire -- a...

Episode 99: Everything You Need to Know About Amazon Prime Days

12 Oct 2020

Contributed by Lukas

We talk to veteran comparison shopper (and Kiplinger editor) Bob Niedt about the ins and outs of Amazon Prime Day -- what's on sale, how to take advan...

Episode 98: How to Fly (Safely! For Less!) this Fall

05 Oct 2020

Contributed by Lukas

The founder of Scott's Cheap Flights joins David Muhlbaum and Sandy Block to discuss the dicey state of air travel today. Also, the new steps you need...

Advice for Tax Extensions (Ep. 46 Rebroadcast)

28 Sep 2020

Contributed by Lukas

Kiplinger.com tax editor Rocky Mengle joins the show to tell you everything you need to know about the October 15 tax deadline. Ryan and Kiplinger car...

Episode 96: Answering burning investor questions

21 Sep 2020

Contributed by Lukas

Kiplinger.com investing guru and fan favorite Kyle Woodley rejoins the show to answer investor questions about tech stocks, the election and more. San...

Episode 95: The Finances of Homeschooling

14 Sep 2020

Contributed by Lukas

Kiplinger.com web editor Andrea Browne Taylor joins the show for a discussion on the financial pros and cons of homeschooling your children. Sandy and...

Episode 94: Save on a Used Car

07 Sep 2020

Contributed by Lukas

Ryan and guest host David Muhlbaum break down the rules for buying a used car in a main segment interview. The pair discuss nuances of the recent payr...

Episode 93: Find the right life insurance policy for you

31 Aug 2020

Contributed by Lukas

Ryan and Sandy interview Policygenius CEO and cofounder Jennifer Fitzgerald on shopping strategies for life insurance policies. Sandy fills you in on ...

Episode 92: Prepare for Surprises in Retirement

24 Aug 2020

Contributed by Lukas

Retired Kiplinger editor Janet Bodnar talks about preparing for choppy waters in retirement as well as the lessons she's learned about life as a retir...

Episode 91: The Pros and Cons of the RV Retirement

17 Aug 2020

Contributed by Lukas

Sandy and Ryan chat with RV Dealers Association President Phil Ingrassia the advantages and pitfalls of RV ownership. The duo answer a listener questi...

Episode 90: Hire a Financial Planner You Trust

10 Aug 2020

Contributed by Lukas

Ryan chats with CFP Board CEO Kevin Keller about how to hire, vet and pay for a financial planner. Sandy nerds out over the implication of the nationw...

Episode 89: Our guest is up 47% on the year. Here's what he learned.

03 Aug 2020

Contributed by Lukas

Sandy and Ryan welcome back pod favorite Kyle Woodley for a discussion of investing winners and losers and what we can learn from them. The co-hosts c...

Episode 88: Covid changes the college equation

27 Jul 2020

Contributed by Lukas

Ryan and Sandy chat with Kevin Walker of CollegeFinance.com about how Covid-19 has changed the ways families are planning and saving for college. The ...

Episode 87: The State of Travel Now

20 Jul 2020

Contributed by Lukas

Ryan and Sandy welcome Kiplinger staff writer Emma Patch for a discussion on all things travel as the world continues to open back up. Ryan breaks dow...

Episode 86: File your taxes this week!

13 Jul 2020

Contributed by Lukas

H&R Block tax honcho Kathy Pickering offers tax advice for last-minute filers. Ryan and Sandy break down the latest news on stimulus checks and Ryan a...

Episode 85: Where should you retire?

06 Jul 2020

Contributed by Lukas

Ryan interviews Sandy about Kiplinger's annual list of the best retirement destinations. The pair discuss "headline" stock market indexes, missing sti...

Episode 84: The Best Bank Accounts for You

29 Jun 2020

Contributed by Lukas

Kiplinger contributing editor Lisa Gerstner rejoins the show to unveil the best banks for all kinds of savers. Ryan and Sandy dish on new rules affect...

Episode 83: Navigate Your Return to the Office

22 Jun 2020

Contributed by Lukas

Ryan and Sandy interview Alison Green of Ask a Manager on the challenges workers face when returning to the office. The cohosts chat about deducting h...

Episode 82: Where to invest right now

15 Jun 2020

Contributed by Lukas

Kiplinger executive editor Anne Smith joins the show to chat about her mid-year outlook for the economy and the stock market. Ryan and Sandy break dow...

Episode 81: June's Best Deals

08 Jun 2020

Contributed by Lukas

Sandy and Ryan discuss go-to gifts for grads, dads and newlyweds before delving their favorite deals from Kiplinger's July issue. The pair discuss mon...

Episode 80: A Second Stimulus on the Way?

01 Jun 2020

Contributed by Lukas

Ryan and Sandy chat with Kiplinger.com's Rocky Mengle on what may or may not be included in a second round of economic stimulus legislation. The host...

Episode 79: Coping with a Loss of Coverage

25 May 2020

Contributed by Lukas

Ryan and Sandy welcome Families USA's Cheryl Fish-Parcham to the show to discuss how folks can find medical coverage in the face of job loss. Sandy an...

Episode 78: The Best Rewards Credit Cards for You

18 May 2020

Contributed by Lukas

Ryan and Sandy chat with contributing editor Lisa Gerstner about rankings of rewards credit cards for every type of spender. The cohosts talk about na...

Episode 77: The Outlook for Dividends

11 May 2020

Contributed by Lukas

Brian Bollinger of Simply Safe Dividends joins the show to discuss what upcoming months hold for income investors. Sandy and Ryan chat about highlight...

Episode 76: Interest Rates at Zero

04 May 2020

Contributed by Lukas

Ryan and Sandy welcome Bankrate's Greg McBride for a discussion on the repercussions of a prolonged period of low interest rates. Ryan recommends mutu...

Episode 75: What do negative oil prices mean?

27 Apr 2020

Contributed by Lukas

In the wake of oil prices dipping into negative territory, Ryan and Sandy interview S&P Global Platts lead quantitative analyst Vito Turitto to figure...

Episode 74: Is your state prepared for a recession?

20 Apr 2020

Contributed by Lukas

Kiplinger Letter managing editor Jim Patterson joins the show to break down the ramifications for states that are ill-equipped to handle the upcoming ...

Episode 73: Navigating Tough Times

13 Apr 2020

Contributed by Lukas

Ryan and Sandy interview CreditCards.com industry analysts about what folks can do to try to mitigate financial hardship. The cohosts break down new t...

Episode 72: FAQs About Your Stimulus Check Answered

06 Apr 2020

Contributed by Lukas

Kiplinger.com tax editor Rocky Mengle rejoins the show to break down everything you need to know about your stimulus check. Sandy and Ryan answer a re...

Episode 71: Money Moves to Make Now

30 Mar 2020

Contributed by Lukas

Ryan and Sandy talk to CFP and MD Carolyn McClanahan on financial strategies in the wake of the COVID-19 outbreak. The hosts discuss smart ways to spe...

Episode 70: Coronavirus: Are you covered?

23 Mar 2020

Contributed by Lukas

Sandy and Ryan discuss what your health insurance may or may not cover during the COVID-19 pandemic. Ryan covers some market basics to keep in mind am...

Episode 69: The New FICO Score

16 Mar 2020

Contributed by Lukas

Ryan and Sandy chat with credit expert Gerri Detweiler about the new scoring system that could affect your FICO score. Ryan goes over some bear market...

Episode 68: How to Invest Amid Coronavirus Panic

09 Mar 2020

Contributed by Lukas

Sandy and Ryan chat with Kiplinger.com senior investing editor Kyle Woodley on risk-mitigating market strategies amid coronavirus panic. The cohosts h...

Episode 67: Where the Housing Market Is Headed

02 Mar 2020

Contributed by Lukas

Sandy and Ryan welcome Zillow economist Jeff Tucker to the show for a discussion on the housing market outlook for 2020. The cohosts give you tips for...

Episode 66: Our favorite tax software is…

24 Feb 2020

Contributed by Lukas

Sandy and Ryan talk to Kiplinger.com tax editor Rocky Mengle about Kiplinger's newly released tax software rankings. Ryan and Sandy discuss trip insur...