Money Notes

Money Notes Episode 12 - Age Appropriate Finance

rtaff@newper.com (Ryder Taff, CFA, CIPM) — Fri, 26 Oct 2018 18:40:00 +0000

Here is the twelfth episode of our podcast series: Money Notes!

In this episode, Ryder and Nancy talk about how to teach your children about money and finance! As your child grows, so should their financial mastery. How to discuss and educate your child on money matters is important, and will evolve as they age.

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Money Notes Episode 11 - Financial Resources

rtaff@newper.com (Ryder Taff, CFA, CIPM) — Fri, 26 Oct 2018 18:37:00 +0000

Here is the eleventh episode of our podcast series: Money Notes!

In this episode, WHO DOES WHAT.

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Money Notes Episode 10 - College Planning

rtaff@newper.com (Ryder Taff, CFA, CIPM) — Fri, 26 Oct 2018 16:20:00 +0000

Here is the tenth episode of our podcast series: Money Notes!

In this episode, Ryder, Susan and Bella talk about their college planning process and how prospective students can develop a financially savvy approach to college.

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Money Notes Episode 9 - Getting Started Investing

rtaff@newper.com (Ryder Taff, CFA, CIPM) — Fri, 26 Oct 2018 16:18:00 +0000

Here is the ninth episode of our podcast series: Money Notes!

In this episode, Ryder and Susan talk about how to get started investing. We explore the differences between working with a full service advisor, an online robot-advisor, and doing it all yourself!

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Money Notes Episode 8 - What Is An Annuity?

rtaff@newper.com (Ryder Taff, CFA, CIPM) — Fri, 03 Aug 2018 19:09:00 +0000

Here is the eighth episode of our podcast series: Money Notes!

What is an annuity and do you really need one? In this episode of Money Notes, Nancy and Ryder dive into the idea of an annuity providing a lifetime income, and how that works out in the real world. They discuss the structure and limitations of annuity products such as high fees and surrender charges, which may make them far less desirable than face value.

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Money Notes Episode 7 - Scams

rtaff@newper.com (Ryder Taff, CFA, CIPM) — Fri, 03 Aug 2018 19:08:00 +0000

Here is the seventh episode of our podcast series: Money Notes!

How to buy oceanfront property in Arizona and more in this episode of Money Notes! Susan and Jackie discuss different types of scams and how to look for them. They begin with talking about email scams, credit card scams, and how to avoid such atrocities. As Susan likes to say, “if it’s too good to be true, it’s not true.” They explain the differences between using credit cards instead of debit cards for protection and the benefits to credit reports, along with how to avoid false charities.

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Money Notes Episode 6 - Wills and Advance Directives

rtaff@newper.com (Ryder Taff, CFA, CIPM) — Fri, 03 Aug 2018 19:06:00 +0000

Here is the sixth episode of our podcast series: Money Notes!

Death is inevitable, but let’s not talk about that. In this episode of Money Notes, Nancy and Susan look forward to that sweet surrender while discussing wills and advanced directives. They explain the importance of wills and what can happen if you don’t have a will, paired with what is not apart of wills, TODs and PODs. Then they show importance of advanced directives, what they are, and why you need one.

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Money Notes Episode 5 - Interest Rates

rtaff@newper.com (Ryder Taff, CFA, CIPM) — Fri, 03 Aug 2018 19:05:00 +0000

Here is the fifth episode of our podcast series: Money Notes!

How do the bond market and Federal Reserve control the world? Ryder and Jackie break down the complicated topic of interest rates and make it both digestible and entertaining in this episode of Money Notes. They discuss the correlation between the bond market and the interest rate securities along with the impact of supply and demand.

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Money Notes Episode 4 - Credit Score

rtaff@newper.com (Ryder Taff, CFA, CIPM) — Fri, 03 Aug 2018 19:03:00 +0000

Here is the four episode of our podcast series: Money Notes!

Credit makes your world go around! In this episode, Nancy and Ryder explain how the credit system works and how lenders look into risk. The episode covers FICO score, credit monitoring companies such as Equifax, and how to develop strong credit. Nancy and Ryder clarify the credit utilization ratio, credit limits, and credit lines.

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Money Notes Episode 3 - The End Of The World!

rtaff@newper.com (Ryder Taff, CFA, CIPM) — Fri, 03 Aug 2018 18:59:00 +0000

Here is the third episode of our podcast series: Money Notes!

Should you be a gold bug and prepare your portfolio for the end of days? In this episode of Money Talks, Ryder and Susan look into how to diversify a portfolio in case of an economic or world disaster. They explain options like the Swiss Franc, long-term US Treasuries, along with the world coming to an end by an asteroid.

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Money Notes Episode 2 - PIGGY Plan-It!

rtaff@newper.com (Ryder Taff, CFA, CIPM) — Fri, 03 Aug 2018 18:58:00 +0000

Here is the second episode of our podcast series: Money Notes!

What is a Prudent Investor and why do they Getting Going Young? In this episode of Money Notes, Nancy, Susan, and Ryder dive into the overview of their book P.I.G.G.Y. Plan-It. Through the episode, they explain topics such as how to choose a financial advisor, commission vs. fees and how a fiduciary serves your best interests.

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Money Notes Episode 1 - Social Security

rtaff@newper.com (Ryder Taff, CFA, CIPM) — Fri, 03 Aug 2018 18:41:00 +0000

Here is the debut episode of our podcast series: Money Notes!

Is Social Security the “Sacred Cow” of American Politics and will it last? In this episode of Money Notes, Nancy and Jackie dive into the ins-and-outs of Social Security. Find out about full retirement age, delayed retirement credit, and hear about its sustainability.

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Podcast Tease...

rtaff@newper.com (Ryder Taff, CFA, CIPM) — Fri, 03 Aug 2018 15:28:00 +0000

It's coming...

If you cannot see the audio controls, your browser does not support the audio element

Please note that this post is solely for me to learn how to host these files.

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