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How Do You Calculate Household Cash Flow?

How Do You Calculate Household Cash Flow?

How Do You Calculate Household Cash Flow: Expenses are Critical Key takeaways: 1. Understanding net household cash flow, which includes income and expenses, is crucial for financial planning and investment advising. 2. The ability to save significantly affects...

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Social Security Break Even – Podcast 475

Social Security Break Even – Podcast 475

Social Security Break Even - Podcast 475 Casey, Brendan and Tom discuss social security break even analysis in podcast episode 475.  The guys also discuss a flow-chart to help folks decide on social security break even points.  This is an exercise many people ought to...

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The Great Crash of 1979 – Podcast 474

The Great Crash of 1979 – Podcast 474

The Great Crash of 1979 Key Take-aways from the Great Crash of 1979: 1. Paul Volcker dramatically changed the direction of the US economy by focusing on controlling inflation, rather than maintaining full employment. 2. Volcker's secret Federal Reserve meeting on...

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Keeping Things Simple – Podcast Episode 473

Keeping Things Simple – Podcast Episode 473

Keeping Things Simple - Podcast Episode 473 Key Take-aways: Charlie Munger convinced Warren Buffett to shift from "buying fair businesses at wonderful prices" to "buying wonderful businesses at fair prices," significantly impacting Berkshire Hathaway's success. Munger...

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New York Community Bank & the Federal Reserve

New York Community Bank & the Federal Reserve

New York Community Bank and the Federal Reserve, podcast episode 470 Key takeaways from podcast episode #470: The Federal Reserve decided to hold interest rates steady after their meeting on January 30th and 31st, 2024. The Fed's policy statement suggested that the...

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Direct File Online – File Taxes for Free

Direct File Online – File Taxes for Free

Direct File Online - File Taxes for Free Key take-aways: 1. High tax payments may not be the fault of the accountant but could be due to insufficient withholding or estimated payments by the taxpayer. 2. Accountants are not infallible; consistent mistakes or IRS...

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Mortgage Rate Mirage – Podcast Episode #467

Mortgage Rate Mirage – Podcast Episode #467

Mortgage Rate Mirage - Podcast Episode #467 - People often brag on social media about their low mortgage rate.  But there's a thread on Twitter about someone who might lose their house for taking a lower mortgage rate. - The mortgage payment for these folks every...

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401k Loan – Podcast Episode 466

401k Loan – Podcast Episode 466

401k Loan - Podcast Episode 466 Key Takeaways: - The podcast episode discusses an article from 401(k) Specialist, and sponsored by Principal Financial Group, which aims to debunk myths about 401k loans, suggesting that they may not be as negative as commonly...

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Podcast Episode 465

Podcast Episode 465

Podcast Episode 465 Economic Data - December 2023 - Are you ready to dissect the economy's vital signs? In this podcast, episode #465, we take you on a deep dive into the economy's pulse.  We examine economic indicators that shape the current landscape. The recent...

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Financial Vortex: What Is it?  Podcast #464

Financial Vortex: What Is it? Podcast #464

  Financial Vortex: What Is it? A recent study from Goldman Sachs describes a financial vortex.  We call it "life in America, 2023." Soon-to-be retirees, and recent retirees are discovering they may need to navigate their own way with limited financial resources,...

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Medicaid and Long Term Care in New Jersey

Medicaid and Long Term Care in New Jersey

Medicaid and Long Term Planning, Episode 463 Medicaid, and the Medicaid application is a nightmare to try and navigate on your own. What if you could shield your hard-earned assets from the costly implications of long-term care? Is that relaistic? The dreaded...

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T-bills at 5%, why look at stocks?

T-bills at 5%, why look at stocks?

With T-bills at 5%, why look at stocks? T-bills:  why not?  One of the most frequently asked questions we have heard over recent weeks is: with T-bills (Treasury Bill) rates at (or around) five percent, why should we even bother looking at putting money into stocks?...

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Get Debt Back Under Control

Get Debt Back Under Control

Get Debt Back Under Control In podcast episode #461, Tom discusses how to get debt back under control.  By comparing what the Government was able to accomplish after World War II, Tom covers getting debt back to a more realistic, manageable level - not necessarily by...

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60-40 Portfolio: Not Dead

60-40 Portfolio: Not Dead

Your 60-40 Portfolio Is Not Dead Despite rumors to the contrary, your 60-40 portfolio is NOT dead.  And the 60-40 portfolio never was dead.  It's possible we may declare it comatose for the past eighteen months, but not dead. Have rising interest rates spelled doom...

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Would You Buy This (Annuity)?

Would You Buy This (Annuity)?

Would You Buy This? Annuities are not bought, they are sold.  Please don't ever forget that.  Having said that, would you buy this? And in this podcast episode (#458), Tim and Tom discuss the points mentioned to us by someone who called in.  This was immediately after...

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