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Oct 2, 2015

After a way-too-long hiatus, Friday Q&A is back! On today's show, we cover:

  • Online Savings Accounts
  • Commission-Free Life Insurance
  • Why Don't I Have a CIMA Designation
  • Would I Do A Daily Podcast Again
  • Should I Max My 403(b) or Save for a Down Payment
  • 529 Plan for Myself, and Thoughts on Leveraged Index...


Oct 2, 2015

Sometimes you discover something that's been out there for years and you want to smack yourself in the head for not tuning in to it sooner. That's how I feel when it comes to YNAB. (For the uninitiated YNAB stands for You Need A Budget.)

I used YNAB years ago and my response at that time was, "ho-hum." I then proceeded...