How to Save for College

College costs are a challenge for parents and students alike. There are several different college savings vehicles to help pay for college tuition. Walk through the various saving options and learn the pro and cons of each.

Ways to Save for College:

– Pre-Paid Tuition Plans
– 529 College Savings Plan
– Education Savings Account (ESA)
– Uniform Gifts to … Read more

Jason Thomas

How to Turn $3,000 into $50 Million

Investing authority Paul Merriman explains how to turn $3,000 into $50 million and talks to Joe and Big Al about value vs. growth companies, market timing, choosing the right mix of stocks, bonds and other investments, and which stocks don’t beat even Treasuries in the long term. Plus, The 10 Best – and Worst – Places to Retire, Ways to … Read more

Guest:  Paul Merriman Paul Merriman

Podcast #130

3 Innovative Ways to Reduce Debt

America’s Money Answers Man, Jordan Goodman, offers creative ways to reduce student loan debt, car loan debt and mortgage loan debt. Big Al lists 7 Facts About Your Roth IRA That You Didn’t Know. Jason Thomas, CFP® comes up with 5 Mistakes Retirees Make When Claiming Social Security. Answers on recovering IRA losses, early retirement account withdrawals, real estate investing … Read more

Guest:  Jordan Goodman Jordan Goodman

Podcast #127

Want To Be Stacking Benjamins? Do Nothing

Guest Joe Saul-Sehy of the Stacking Benjamins podcast explains the value of having a financial planner (while avoiding his stalker, Your Money, Your Wealth host Joe Anderson.) Joe and Big Al discuss what the Department of Labor fiduciary ruling means to you, and 10 steps to get ready for retirement. They also answer questions about saving for retirement as a … Read more

Guest:  Joe Saul-Sehy joe saul-sehy

Podcast #119

Can I Afford to Have a Child?

Mike Bernier, CFP® answers your question of the week regarding how much it costs to have a child. According to the Department of Agriculture, the cost of one child from birth to high school graduation is around $245,000 (housing, food, childcare, etc.).


Transcription:

“Hi, I’m Mike Bernier, CERTIFIED FINANCIAL PLANNER™ with Pure Financial Advisors, and welcome to the Question of … Read more

Mike BernierMike Bernier
college savings

College Savings Plans: 529 Plan vs. Roth IRA

Just because National College Savings Month is winding down, doesn’t mean your plans should too! You’ve likely thought about saving for your child or grandchild’s college education, but figuring out where to start can be quite overwhelming. What type of account should you use to save for college? How much should you deposit annually? There are many ways to save, … Read more

Your Money, Your Wealth Hr. 2

Joe and Al discuss the importance of finding a fee-only advisor who will put the client’s interests above all else. Ultimately, the wrong advice from the wrong professional could cost you thousands of dollars. Also on today’s podcast: San Diego County pension issues and a look at Clinton’s college proposal that will make college more affordable for students.


1:35 “Leverage … Read more