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The Ghostly Guide to Estate Planning

about a year ago 38:33

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Content provided by Money Elementary. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Money Elementary or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode, we join our ghostly friends, June and Sam, as they humorously navigate the pitfalls of estate planning from beyond the grave. Through their playful banter and enlightening analogies, they highlight the importance of having a well-documented estate plan to avoid family drama and legal nightmares. Tune in to hear their spooky yet insightful advice on wills, trusts, probate, and more. Don’t miss this entertaining and educational journey through the afterlife’s financial landscape!

… continue reading

15 episodes

#Business #Podcasting Education #Self-Improvement #Money Elementary #Money #Credit #Personal Finances #Credit Repair #Finance Basics #Budgeting Tips #Finance #Fico Score

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The Ghostly Guide to Estate Planning

Money Elementary

published about a year ago

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MP3•Episode home

Content provided by Money Elementary. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Money Elementary or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode, we join our ghostly friends, June and Sam, as they humorously navigate the pitfalls of estate planning from beyond the grave. Through their playful banter and enlightening analogies, they highlight the importance of having a well-documented estate plan to avoid family drama and legal nightmares. Tune in to hear their spooky yet insightful advice on wills, trusts, probate, and more. Don’t miss this entertaining and educational journey through the afterlife’s financial landscape!

… continue reading

15 episodes

#Business #Podcasting Education #Self-Improvement #Money Elementary #Money #Credit #Personal Finances #Credit Repair #Finance Basics #Budgeting Tips #Finance #Fico Score

All episodes

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1
The Ghostly Guide to Estate Planning 38:33

42 weeks ago38:33

38:33

In this episode, we join our ghostly friends, June and Sam, as they humorously navigate the pitfalls of estate planning from beyond the grave. Through their playful banter and enlightening analogies, they highlight the importance of having a well-documented estate plan to avoid family drama and legal nightmares. Tune in to hear their spooky yet insightful advice on wills, trusts, probate, and more. Don’t miss this entertaining and educational journey through the afterlife’s financial landscape!…

Artwork

1
Monopoly and IRAs: A Winning Financial Strategy 37:19

44 weeks ago37:19

37:19

In this episode, we explain IRAs using the classic game of Monopoly as an analogy. We explain how a Traditional IRA allows you to defer taxes until retirement, like collecting rent and keeping all your earnings during the game. In contrast, a Roth IRA requires paying taxes upfront but offers tax-free withdrawals in retirement. We also explore the history and benefits of both types of IRAs, highlighting key scenarios to help you decide which is best for you. Don't miss our financial toolkit advice on using the compound interest calculator to maximize your savings.…

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Roth 401(k) 101: Your Guide to a Tax-Free Financial Future 36:03

45 weeks ago36:03

36:03

In this episode, we explore the world of Roth 401(k)s, using the analogy of buying a rare Pokémon card on layaway to explain how this retirement plan works. We break down the benefits, comparing it to traditional 401(k)s, and explore the history, contributions, and tax implications. Vanessa and Heidi share personal anecdotes and provide actionable advice on managing deductions, understanding employer matches, and planning for a tax-free retirement. Join us to learn how to maximize your retirement savings and secure a comfortable future!…

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Demystifying the Traditional 401k:Growing Your Garden of Wealth 40:43

47 weeks ago40:43

40:43

Welcome back to Money Elementary, Season Two! We break down the Traditional 401k, using a vivid garden analogy to illustrate its growth and the inevitable tax implications. We delve into tax brackets, 401k history, and real-life scenarios to help you understand and maximize your retirement savings. How will understanding these concepts change your financial future? Tune in to find out!…

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Season 1 Wrap Up: Personal Finance Foundation 18:37

1 year ago18:37

18:37

In this week's episode, Heidi and I, Vanessa, take you on the ULTIMATE REEEECCAAPP of the season. We dive deep into the heart of financial literacy, revisiting the personal finance foundation topics that should be ingrained in your head, like enhancing your credit score, mastering your lifestyle changes (formerly known as budgeting) techniques, and navigating the complex processes of purchasing your dream car and home. Remember that the more informed you are about your finances, the less complex these subjects become, and soon, you will be sharing what you learned with your friends. The goal is always to share the wealth of knowledge! Prepare to build your financial foundation as we gear up to explore the exciting world of investments in the upcoming season. Join us, and let's make a brighter financial future together!…

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Buying a House Part 3: Baking Your Home Sweet Home 33:30

1 year ago33:30

33:30

Through the maze of home-buying in "Money Elementary, Part 3: Baking Your Home Sweet Home," we dive deep into the essentials of the home-buying process. From understanding the roles and fees of key players like realtors, lenders, and inspectors to exploring free educational resources on Eventbrite.com, we equip you with the knowledge to navigate this journey smoothly. Plus, we mix in a delightful twist by sharing a mouth-watering chocolate cake recipe, symbolizing the layers of the home-buying process. Join us as we blend financial wisdom with culinary delight, ensuring you're well-prepared to make your dream home a reality.…

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Buying a House Part 2 - Light at the end of the home buying tunnel 25:08

1 year ago25:08

25:08

In this enlightening episode of "Money Elementary," we guide you through the intricacies of home buying in "Home Part 2: Light at the End of the Home Buying Tunnel." We delve into the crucial steps every aspiring homeowner must take, from selecting the right realtor to understanding the financial aspects of purchasing a home. We also highlight invaluable resources from the US Department of Housing and Urban Development, offering a beacon of hope and clarity in the often daunting journey of home ownership. Join us as we navigate through the tunnel towards the dream of owning a home, armed with knowledge and the right tools.…

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Buying a House Part 1: One Size Does Not Fit All 42:13

1 year ago42:13

42:13

In today's episode 8, "Buying a House: One Size Does Not Fit All," we dive into the complexities of purchasing a home amidst economic challenges. With rampant inflation and fluctuating interest rates, we explore how to navigate the housing market. We examine mainstream financial advice, debunk myths, and provide practical tools like Zillow for home searches. Our journey includes understanding home layouts, the importance of open houses, and personal anecdotes that shed light on the real estate world. This episode is a blend of humor, reality checks, and invaluable advice for potential homebuyers.…

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Field of Flowers: Steering Through the Car Buying Process 49:26

1 year ago49:26

49:26

In this enlightening "Money Elementary" episode, "Finding the Field of Flowers," we delve into the nuances of car buying. From initial experiences of purchasing cars as inexperienced buyers to mastering dealership negotiations, we share personal anecdotes and invaluable tips. The episode offers a candid look at the pitfalls of car buying, emphasizing the importance of maintenance and ethical dealings. They also highlight the utility of the Better Business Bureau in ensuring fair transactions. It's a must-listen for anyone looking to navigate the car market with confidence and savvy.…

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Credit Cards Part 3: Points, Protection, Perks: Unpacking Credit Card Benefits 40:15

1 year ago40:15

40:15

Today's episode of Money Elementary, titled 'Points, Protection, Perks: Unpacking Credit Card Benefits,' dives into maximizing credit card benefits. We discuss rewards systems that can be compared to Chuck E. Cheese's point system, offering savvy insights into reward strategies. We cover credit card comparisons, highlight zero-interest intro offers, and emphasize credit card security over debit cards. We also explore various credit card perks like travel points, cash back, extended warranties, and more, teaching listeners how to make informed credit card choices. It's a comprehensive guide to using credit cards wisely!…

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Credit Cards Part 2: Dont Get caught with a major interest fee leak! 19:56

1 year ago19:56

19:56

In Episode 5 of Money Elementary, Heidi and Vanessa delve into the intriguing realm of credit card interest rates, specifically APR, offering valuable insights and tips. Join us as we decode a credit card offer, using a thought-provoking analogy to illustrate the significance of managing your credit card balance wisely. Discover the impact of daily compounded interest, learn how to choose the right credit card, and explore factors influencing interest rates. We also touch on introductory rates and their importance. If you've ever wondered about credit card interest intricacies, this episode is a must-listen for financial empowerment. Tune in to boost your financial knowledge and make smarter money choices. 🎙️💰…

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Credit Cards Part 1: Looking out for those fees 24:42

1 year ago24:42

24:42

In this lively script, Heidi and Vanessa dish out some spunky financial wisdom on credit cards. They jazz up the conversation with anecdotes, urging listeners to be groovy and ready before swaying into the credit card dance. They shimmy through the importance of APR, compound interest, and various fees, infusing the discussion with a funky beat. The dynamic duo wraps it up with a lively routine on preventing missed payments, encouraging their audience to keep the financial rhythm in check. It's a spunky financial jam that will leave everyone tapping their toes and jiving with money wisdom!…

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Checking and Savings: My Money Works Out 23:42

1 year ago23:42

23:42

In the third episode of "Money Elementary," aka ME, hosts Heidi and Vanessa dive into the intricacies of checking and savings accounts, emphasizing the importance of exploring various banking options. The episode highlights the value of comparison shopping in banking, like we do for car insurance, credit cards, or other expenses. The conversation then steers towards savings accounts, contrasting traditional accounts from banks like Chase, Wells Fargo, and Bank of America with high-yield online savings accounts. They discuss the low interest rates of traditional accounts and compare them with the more lucrative rates offered by online alternatives. The hosts also explain the concept of APY (Annual Percentage Yield), its market-driven fluctuations, and the critical factors to consider when choosing a savings account, such as fees, withdrawal limits, and FDIC insurance. Heidi draws an analogy between the discipline of saving money and the commitment required in working out. As regular exercise leads to rewarding physical fitness, regular and dedicated savings efforts yield significant financial growth. The episode also delves into the specifics of high-yield savings accounts and Certificates of Deposit (CDs), outlining their benefits and limitations, including ATM access, transfer times, and understanding withdrawal fees. Towards the end, they provide an overview of various banks' interest rates and advise listeners to visit financial websites for more information. The episode concludes with practical tips on ineffective saving methods, underscoring the risks associated with informal saving strategies and the importance of consistency and dedication in financial health, like maintaining physical fitness.…

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Budget: Teaching Alice how to fish 28:25

1 year ago28:25

28:25

Step into Money Elementary, where your hosts Heidi Castillo and Vanessa Hernandez guide you through the realm of personal finance. In this episode, we delve into the actual budget of our listener, Alice, exploring topics like overdraft fee forgiveness and conducting real-life budget analyses. Gain valuable insights and practical tips as we adopt a fresh perspective on discussing finances, dispelling budget myths, and revealing clever money-saving hacks. Come join us as we navigate Alice's budget land together.…

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FICO - Personal Report Card 29:49

1 year ago29:49

29:49

Welcome to Money Elementary, hosted by Heidi Castillo and Vanessa Hernandez. This podcast takes you on a journey through the world of personal finance. On today's episode, there is a special focus on your credit score—a critical financial report card. Heidi shares unique insights from her family's financial experiences, and Vanessa candidly discusses her credit score journey, aiming for excellence. Each episode dives deep into credit score components, offering advice on credit management, negotiating with collections, and rebuilding credit after setbacks. Whether you're new to finance or looking to master your credit, Money Elementary is your essential guide to personal financial empowerment.…

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