Share
Money Talks
Money Talks: October Open Topic Episode
Dr. Nancy Lottridge-Anderson, President of New Perspectives and Ryder Taff, portfolio manager at New Perspectives are our expert hosts.
Nancy and Ryder are both Chartered Financial Analysts and Ryder also holds the Certificate in Investment Performance Measurement from the CFA Institute.
We didn't get to many October buys / don't buys due to phone calls. Find that information from these websites:
https://www.nerdwallet.com/blog/shopping/what-to-buy-in-october/
https://www.offers.com/blog/post/what-to-buy-in-october/
https://blackfriday.com/news/what-to-buy-october
Tasks for October? Check out this website for advice: https://www.moolanomy.com/6247/financial-checklist-of-important-tasks/
incharge.org has a calendar of when you should do what each month.
· Reminder: if you filed an extension to file your federal income tax return in April, October 15 is the deadline for extensions.
· October 1 is the starting date for the Free Application for Federal Student Aid, or FAFSA.
Our episode from September 3rd, 2019 featured 529 College Saving Plans http://moneytalks.mpbonline.org/episodes/money-talks-529-savings-plans
Phone call questions dealt with:
401K Rollovers, What do to with funds when you sell your home, Investing, 529s, Adviser's responsibility, Taxes on Social Security.
More episodes
View all episodes
Money Talks| Family-owned businesses
43:51On Money Talks, Dr. Nancy Lottridge Anderson, President of New Perspectives and Ryder Taff, Portfolio Manager at New Perspectives, are ready to answer listener questions about personal finance. On this episode, guests are George and Jason Hester of Navitas Wealth Advisors, who lead the discussion on family-owned businesses.Money Talks | Useless Expenses
45:10Host(s): Dr. Nancy Lottridge-Anderson, President of New Perspectives & Germaine Flood, Step-In HostTopics Discussed: Looking into ways you can cut back on unnecessary or useless expenses burning a hole in your budgetEmail: money@mpbonline.org.Money Talks | Mastering Personal Finance
49:44Host(s): Dr. Nancy Lottridge-Anderson, President of New Perspectives & Kevin Farrell, ProducerTopics Discussed: Personal finance topics people should make an effort to masterEmail: money@mpbonline.org.Money Talks | Best of Episode April 2, 2024
49:44Host(s): Dr. Nancy Lottridge-Anderson, President of New Perspectives, Ryder Taff, Portfolio Manager with New Perspectives & Kevin Farrell, ProducerTopics Discussed: The Best of Money TalksEmail: money@mpbonline.org.Money Talks | Detecting Scams
45:12Host(s): Dr. Nancy Lottridge-Anderson, President of New Perspectives & Kevin Farrell, ProducerTopics Discussed: How to detect scams and prevent yourself from falling victimEmail: money@mpbonline.org.Money Talks | Buying New Cars
43:38Host(s): Dr. Nancy Lottridge-Anderson, President of New Perspectives & Kevin Farrell, ProducerGuest: Joseph Yoon, Insights Analyst for Edmunds.comTopics Discussed: Ways you can prepare for financing a new vehicleEmail: money@mpbonline.org.Money Talks | Financially Preparing for Emergencies
43:22Host(s): Dr. Nancy Lottridge-Anderson, President of New Perspectives, Ryder Taff, Portfolio Manager with New Perspectives & Kevin Farrell, ProducerTopics Discussed: Financially Preparing for EmergenciesEmail: money@mpbonline.org.Money Talks | Your Credit
43:30Host(s): Dr. Nancy Lottridge-Anderson, President of New Perspectives, Ryder Taff, Portfolio Manager with New Perspectives & Kevin Farrell, ProducerTopics Discussed: Your CreditEmail: money@mpbonline.org.Money Talks | What Are Mutual Funds?
43:29Host(s): Dr. Nancy Lottridge-Anderson, President of New Perspectives, Ryder Taff, Portfolio Manager with New Perspectives & Kevin Farrell, ProducerTopics Discussed: What Are Mutual Funds?Email: money@mpbonline.org.