Episode Archive - Page 5 of 9

New Year’s Resolution: Pay Less Taxes

Listener Eva asks how she can maximize her retirement savings and minimize her taxes as a self-employed person; Lillian talks her through SEP IRAs and..

Building a budget with “little wins” + how to tax-deduct your health insurance

Lauren asks how to build a realistic budget with “little wins” and Lillian asks her to figure out what her wins and necessities are. Sara..

Are Health Savings Accounts an evil Republican tax loophole or actual magic?

Listener health insurance questions answered: Are Health Savings Accounts an evil republican tax loophole for rich people or actually useful? How do co-pay assistance plans..

Mistakes not to make with health insurance ft Jack Hopper (long cut)

There’s so many confusing terms when you’re looking for health insurance: OOP, HMO, deductible, co-insurance, co-pays – how do you untangle them? How do you..

Is Dan money laundering? Should Alice cash out a 401K to avoid credit card debt?

We answer rapid fire questions: Should Alice liquidate a 401K to avoid credit card debt? Can Charlotte use her spouse’s income on a credit card..

How to reduce your budget + recognize emotional spending

We answer listener questions about budgeting. Tamás asks how to reduce his budget when he can’t figure out what’s too high, and Sara asks how..

Oregon is making retirement plans a requirement for everyone ft. Joel Metlan

Oregon is trying to start a retirement planning revolution- every single business in Oregon will be required to offer a retirement plan of some sort..

Kids & Money ft. Kim Dubois Harrison

Listener Riah asks how much she should save up to have kids, and special guest Kim Dubois Harrison, discusses parenting choices about money, expensive childcare,..

Financial Traps of Multi-level Marketing ft. Alden Wicker

Journalist Alden Wicker joins us for a discussion on the cost of Multi-level Marketing pyramid schemes like Lularoe and Beachbody...

Don’t Panic! Buying your first home ft. Katie Bovitz

We have a special guest Katie Bovitz from the Portland Housing Center to talk about considerations for buying & financing your first home. ..