Retail stock investors are said to be living in a golden age when it comes to the convenience and cost of trading. But picking a broker should still be a conscious decision. We look at today’s options. Links mentioned in this episode: The Best Online Brokers and Trading Platforms, 2022 https://www.kiplinger.com/investing/wealth-management/online-brokers/605136/the-best-online-brokers-and-trading-platforms Who Are the Best Small Online Brokers? ...

If you’ve dutifully socked away money in a 401(k) or IRA for years, you could be in for an unpleasant shock when it comes time to take money out of those accounts. Also, the IRS is sending out a surprise round of checks. Links mentioned in this episode: https://www.kiplinger.com/retirement/retirement-planning/605109/is-your-retirement-portfolio-a-tax-bomb  https://www.kiplinger.com/retirement/retirement-planning/605146/watch-out-rmds-can-trigger-massive-medicare-means-testing ...

Kalman Chany, author of the Princeton Review’s Paying for College will help you find every bit of tax relief available. Also, the USPS raises rates for the holidays. Links mentioned in this episode: USPS to Raise Rates for "Holiday" Season Again https://www.kiplinger.com/personal-finance/605110/usps-to-raise-rates-for-holiday-season-again Paying for College, 2023: Everything You Need to Maximize Financial Aid and Afford College ...

“Professor Cope” – NFL player and Kiplinger editor– joins us for the latest on his ventures and videos. Also, we clarify some of the terms around Series I bonds. Links mentioned in this episode: Fight Inflation with Series I Bonds https://www.kiplinger.com/personal-finance/banking/savings/savings-bonds/603848/fight-inflation-with-series-i-bonds Vladimir Ilyich Lenin: Imperialism, the Highest Stage of Capitalism https://www.marxists.org/archive/lenin/works/1916/imp-hsc/ch08.htm   ...

Steady income, moderate growth, manageable risk — those are the goals that Jeffrey Kosnett, the editor of Kiplinger’s Investing for Income, has been pursuing for decades. Also, a quick look at holiday shopping strategies. Links mentioned in this episode: Kiplinger’s Investing for Income https://store.kiplinger.com/kiplingers-investing-for-income.html Don’t Overlook Preferred Stocks https://www.kiplinger.com/investing/etfs/603643/dont-overlook-preferred-stocks Stay Above the Interest...

With cars both scarce and expensive these days, what should you do if you want – or need – a new ride? Car-buying strategist Jenni Newman of cars.com shares some tips. Also, more on the magical 9% bond.   Links mentioned in this episode: Kiplinger’s Economic Outlooks: Inflation https://www.kiplinger.com/economic-forecasts/inflation Fight Inflation with Series I Bonds https://www.kiplinger.com/personal-finance/banking/savings/603848/fight-inflation-with-series-i-bonds ...

College graduates looking to land that first real job will need to know how to ace the virtual interview and be prepared to do good old-fashioned research and networking. Also, gas prices are high, but try a little global perspective.   Links mentioned in this episode: Gas Prices Around the World https://www.kiplinger.com/personal-finance/shopping/cars/604410/gas-prices-around-the-world Gas-Saving Tips That Actually Work ...

With a lot of recession talk out there, we might just talk ourselves into one. We take that risk with Jim Patterson of the Kiplinger Letter. Also, dollar stores: deal or no deal?   Links: 15 Best Things to Buy at Dollar Stores (Dollar Tree Included) https://www.kiplinger.com/personal-finance/how-to-save-money/602810/best-things-to-buy-at-dollar-stores-dollar-tree 17 Worst Things to Buy at Dollar Stores (Dollar Tree Included) ...

Fyooz Financial, the husband and wife team of Dan and Natalie Slagle have carved out a niche advising other couples with the money questions that come with pairing up. Links mentioned in this episode: Midyear Investing Outlook: Where to Invest Now https://www.kiplinger.com/investing/stocks/stocks-to-buy/602844/midyear-investing-outlook-where-to-invest-now Sell in May and Go Away? Here We Go Again … https://www.kiplinger.com/investing/602700/sell-in-may-and-go-away-2022 5 Stocks...

A speedy recovery from disaster can depend on your financial recordkeeping. Kiplinger’s Personal Finance writer Rivan Stinson tells us how to keep our affairs in order. Also, will you be able to invest your 401(k) money in bitcoin? Links mentioned in this episode: Now You Can Own Bitcoin in 401(k)s. Should You? https://www.kiplinger.com/investing/cryptocurrency/604597/now-you-can-own-bitcoin-in-401ks-should-you   Trading Options for Your 401(k) ...

Environmental, social and governance investing is simpler than it sounds, and has a profitable track record to boot. Links mentioned in this episode: 7 Money-Smart Ways to Spend Your Tax Refund https://www.kiplinger.com/taxes/tax-refunds/602762/money-smart-ways-to-spend-your-tax-refund Amy Domini on the Secrets of Sustainable Investing https://www.kiplinger.com/investing/esg/604272/secrets-of-sustainable-investing Double Your ESG Impact With Funds Tied to Charities ...

Consumers are feeling the pinch at the pump; how long will prices stay high? Plus, Congress starts to fiddle with retirement-savings rules again.   Links mentioned in this episode: SECURE Act 2.0: 14 Ways the Proposed Law Could Change Retirement Savings https://www.kiplinger.com/retirement/retirement-plans/602821/secure-act-2   How the SECURE Act Will Impact Your Retirement Plan ...

Daniel Bortz doesn’t just write about home sales and housing prices – he’s been in the business. He’ll share insights about the real estate outlook for 2022 and “how-to” tips for both buyers and sellers. Also, the pain of high gas prices. Links mentioned in this episode: Kiplinger’s Economic Outlooks: Energy Prices https://www.kiplinger.com/economic-forecasts/energy How Much Will Home Prices Continue to Rise in 2022? ...

Not all financial advice is the same. We talk with the chair of the CFP Board about what she’s doing to preserve her brand and extend its reach. Also, the right way to file your tax returns for free.   Links mentioned in this episode: IRS Free File: Do your Taxes for Free https://www.irs.gov/filing/free-file-do-your-federal-taxes-for-free How to File Your Taxes for Free (Kiplinger) https://www.kiplinger.com/taxes/tax-filing/604124/how-to-file-your-taxes-for-free Extending...

There’s no escaping your credit score, so what can you do to make it better? Kiplinger’s credit expert joins us to talk strategy. Also, a number of new electric cars are joining the market this year. Will one work for Sandy?   Links mentioned in this episode:   Save Money With an Electric Car https://www.kiplinger.com/personal-finance/shopping/cars/601936/save-money-with-an-electric-car Federal Tax Credits for New All-Electric and Plug-in Hybrid Vehicles ...

Your tax dollars are at work funding a government bureau to help you deal with the IRS. Strange but true! Also, the price of Amazon is going up. Links mentioned in this episode: Amazon Raising Annual Fees for Amazon Prime Membership https://www.kiplinger.com/personal-finance/spending/604171/amazon-raising-annual-fees-for-amazon-prime-membership   40 Best Amazon Prime Benefits to Use in 2022 https://www.kiplinger.com/personal-finance/spending/602399/best-amazon-prime-benefits Erin...

Pandemic pressures (and high stock and real estate values) are leading many to try to move up retirement. Plus, tax-filing season gets under way.   Links mentioned in this episode: When Can You File Your Taxes This Year? https://www.kiplinger.com/taxes/tax-filing/604041/when-can-you-file-your-taxes-this-year   Child Tax Credit FAQs for Your 2021 Tax Return https://www.kiplinger.com/taxes/602431/child-tax-credit-2021-faqs Talking With the Taxpayer Advocate: The IRS Is Under...

What to expect from the U.S. economy and an election-year Congress, as well as the outlook for cryptocurrency regulations, TikTok and more. Plus, we give the Elizabeth Holmes verdict a think. Links mentioned in this episode:   Kiplinger’s Economic Outlook: GDP https://www.kiplinger.com/economic-forecasts/gdp Kiplinger’s Economic Outlook: Inflation https://www.kiplinger.com/economic-forecasts/inflation Kiplinger’s Economic Outlook: Jobs ...

Sure, measuring stock markets by calendar years is a bit artificial, but it’s still a good way to give your portfolio a checkup. Two Kiplinger investing editors join us to forecast what stocks and sectors will fare well in 2022. Also, did you know how the 401(k) got its start? Links mentioned in this episode: Meet the Architect of the 401(k) Plan https://www.kiplinger.com/retirement/retirement-plans/401ks/603971/meet-the-architect-of-the-401k-plan Kiplinger’s Investing Outlook ...

Managing your parents' finances can be a difficult situation. Doing so if you haven't laid down a plan for how to do it is worse. Cameron Huddleston, a Kiplinger alumna and author of a book on having those conversations has help. Also, how to squeeze every last dollar out of the Recovery Rebate Credit.

Steady income, moderate growth, manageable risk — those are the goals that Jeffrey Kosnett, the editor of Kiplinger’s Investing for Income, has been pursuing for decades. Also, a quick look at holiday shopping strategies.

The National Flood Insurance Program is getting an overhaul that could send your rates up (or down). We dig into what's changing with this coverage that many have—and many more need. Also, a bond that pays over 7 percent, for now.

Atlanta Falcons linebacker and Kiplinger contributing editor Brandon Copeland joins us to reflect on what he’s learned from working with us. Plus, billed for a COVID shot? Don’t pay.

The simplicity of target date funds has made them popular, particularly among 401(k) investors. But investors may be paying a price.