Ask Peggy® About Your Money
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Description
Ask Peggy® About Your Money features best-selling author and radio host, Peggy Doviak, CFP®.
In each episode, Peggy will address a financial question and give you strategies you can use to implement the information in your own life. If you want to submit a question, go to www.askpeggy.com.
Other episodes provide access to her syndicated weekly radio show, "Ask Peggy Doviak About Your Finances."
Music: Spark Of Inspiration by Shane Ivers
In each episode, Peggy will address a financial question and give you strategies you can use to implement the information in your own life. If you want to submit a question, go to www.askpeggy.com.
Other episodes provide access to her syndicated weekly radio show, "Ask Peggy Doviak About Your Finances."
Music: Spark Of Inspiration by Shane Ivers
76 Episodes
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K-shaped EconomiesCost of the ShutdownThanksgiving Layoff Tips References:https://www.marketwatch.com/story/no-jobs-report-again-but-these-numbers-show-how-the-u-s-economy-is-doing-9bbc764a?mod=home_lead https://www.thinkadvisor.com/2025/10/29/government-shutdown-has-cost-economy-18b-cbo/
Margin DebtSocial Security Inflation Adjustment 401(k) Catch-upRMD Ruleshttps://www.marketwatch.com/story/margin-debt-is-at-a-record-high-heres-what-that-means-for-the-stock-market-505cae78?mod=home_lead https://www.bloomberg.com/news/articles/2025-10-24/social-security-cola-in-2026-is-2-8-increase https://www.kiplinger.com/taxes/super-catch-up-contribution-for-age-60-63
Rare Earth MineralsTech Related SchemesDisability InsuranceEarned Income for IRA Funding References: https://www.bloomberg.com/news/articles/2025-10-19/australia-prime-minister-to-meet-trump-with-rare-earths-in-focus?srnd=homepage-americasHttps://www.reuters.com/markets/commodities/what-are-rare-earth-metals-why-are-they-demand-2025-02-26/https://www.thinkadvisor.com/2025/10/17/state-regulators-see-rise-in-tech-related-schemes/
China TariffsETF Share ClassesInvesting Isn’t SpookyNew IRS Numbershttps://www.bloomberg.com/news/articles/2025-10-11/trump-s-dealmaking-diplomacy-grows-fragile-as-china-fires-back?srnd=homepage-americashttps://www.thinkadvisor.com/2025/09/29/etf-share-class-approval-a-huge-step-forward-but-questions-remain/
States in RecessionShutdown ImpactsFinancial VampiresOpen Enrollmenthttps://www.marketwatch.com/story/are-we-in-a-reccession-yes-if-you-live-in-one-of-these-22-states-3947b4cd?mod=home_lead https://www.thinkadvisor.com/2025/10/01/this-is-not-shutdown-lite-impasse-could-last-months-strategist-warns/
Fed Action Rollovers and the Fiduciary StandardInvestors Attending the State FairAccurate Tax Withholdinghttps://www.bloomberg.com/news/articles/2025-09-14/trump-expects-a-big-cut-from-federal-reserve-this-week?srnd=phx-economics-v2https://www.thinkadvisor.com/2025/09/04/will-dol-write-a-new-fiduciary-rule-on-rollover-advice/
Rate Cuts? Long-Term Care Solutions Health Insurance Enrollment DatesShould I Buy Bitcoin?References:https://www.marketwatch.com/story/after-9-months-on-hold-the-fed-could-cut-rates-in-september-why-the-long-pause-may-extend-stocks-rally-e90f3012?mod=home_ln https://www.thinkadvisor.com/2025/08/22/proposed-social-security-style-long-term-care-benefit-gets-high-marks/ https://www.cms.gov/files/document/2024-medicare-open-enrollment-fact-sheet.pdfhttps://www.healthcare.gov/quick-guide/dates-and-deadlines/
Fed Expectations Funding Social Security Great is the Enemy of Good Saving for RetirementReferences:https://www.bloomberg.com/news/articles/2025-08-17/bond-market-s-rate-cut-bets-enter-decisive-stretch-with-powell?srnd=phx-marketshttps://www.thinkadvisor.com/2025/08/15/new-social-security-bill-aims-to-raise-payroll-tax-cap/
BLS Data AI at the SEC Who Can You Trust Retirement Cash FlowReferences:https://www.bloomberg.com/news/articles/2025-08-03/trump-s-former-jobs-data-chief-decries-firing-of-his-successor?srnd=homepage-americashttps://www.thinkadvisor.com/2025/08/01/sec-launches-ai-task-force/
Fed Meeting Senior Protection and Small Business Bills Back to SchoolFiling Your TaxesReferences:https://www.bloomberg.com/news/articles/2025-07-26/pressure-mounts-on-fed-chief-powell-in-tee-up-to-gdp-jobs-datahttps://www.thinkadvisor.com/2025/07/23/house-passes-2-sec-bills/
The Fed Chair &The PresidentRollovers & Fiduciaries Risk Tolerance & NeedRoths & Traditional IRAs References:https://www.bloomberg.com/explainers/trump-federal-reserve-chair?itm_source=record&itm_campaign=The_Fed&itm_content=Trump_Versus_Powell-0 https://www.thinkadvisor.com/2025/07/18/facc-to-appeal-court-decision-on-dol-rollover-rule/
Tariff Deadline One Big Beautiful BillSummerween The Fed and Interest RatesReferences:https://www.bloomberg.com/news/articles/2025-07-05/trump-tariff-date-arrives-after-90-day-rollercoaster?srnd=homepage-americashttps://www.bloomberg.com/news/articles/2025-07-05/trump-tariff-date-arrives-after-90-day-rollercoaster?srnd=homepage-americashttps://www.federalreserve.gov/faqs/why-do-interest-rates-matter.htm
Almost Q2 resultsAI Portfolio Projections Portfolios and Potato SaladTarget Date FundsReferences:https://www.bloomberg.com/news/articles/2025-06-29/senate-republicans-restore-medicaid-cuts-to-trump-tax-package?srnd=homepage-americashttps://www.thinkadvisor.com/2025/06/25/finra-seeks-to-align-bd-advisor-portfolio-performance-projections/
Iran Strike Fallout SEC Withdrawn ProposalsInvesting and FireworksLook at Your StatementReferences:https://www.bloomberg.com/news/articles/2025-06-22/oil-surges-us-futures-drop-after-strikes-on-iran-markets-wraphttps://www.proskauer.com/alert/sec-withdraws-fourteen-rule-proposals
Economic Data ConcernsAccredited Investor StatusPortfolios and Vegetable GardensInvestments and Account TypesReferences:https://www.marketwatch.com/story/how-reliable-is-u-s-economic-data-its-a-growing-risk-for-investors-awaiting-the-next-fed-rate-cut-f477bf0b?mod=home_leadhttps://www.thinkadvisor.com/2025/06/05/accredited-investor-qualification-bill-reemerges/
Slower HiringCrypto in Your 401(k) Planning Your WeddingTax Cuts & Jobs Act UpdateReferences:https://www.bloomberg.com/news/articles/2025-05-31/us-labor-market-latest-jobs-growth-is-moderating-on-shifting-trade-policy?srnd=phx-markets https://www.investmentnews.com/retirement-planning/industry-financial-experts-sound-off-after-dol-walks-back-crypto-warning-for-401ks/260730
China AgreementLower Social Security Clawback Hobby vs Business Next StepsReferences:https://www.bloomberg.com/news/articles/2025-05-11/us-futures-dollar-climb-on-geneva-trade-talks-markets-wrap?srnd=homepage-americas https://www.thinkadvisor.com/2025/05/08/social-security-sends-emergency-message-backing-down-on-100-clawbacks/ https://www.irs.gov/newsroom/heres-how-to-tell-the-difference-between-a-hobby-and-a-business-for-tax-purposes
Markets and the FedSocial Security Funding Taking Care of Yourself for Mother’s DayNext StepsReferenceshttps://www.bloomberg.com/news/articles/2025-05-04/bond-traders-swing-to-powell-s-side-as-trump-calls-for-rate-cuts?srnd=phx-markets https://www.thinkadvisor.com/2025/05/02/trumps-2026-budget-leaves-social-security-funding-flat/
April ReturnsDOGE and the SEC After Graduation Next StepsReferenceshttps://fortune.com/asia/2025/04/25/apple-aims-build-most-iphones-us-india-end-2026/ https://www.thinkadvisor.com/2025/04/22/doge-asks-sec-staff-for-efficiency-ideas-promises-anonymity/https://www.npr.org/2025/04/23/nx-s1-5372332/student-loans-default-collection
Market Update Crypto Regs What to Do If You Lose Your Job Next StepsReferences: https://www.marketwatch.com/story/feds-goolsbee-warns-economic-activity-may-slump-this-summer-after-artificially-high-pre-tariff-bump-d3cfb1ca?mod=home_leadhttps://www.thinkadvisor.com/2025/04/11/trump-signs-bill-blocking-irs-crypto-tax-rule/
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This podcast episode shares my weekly radio show, "Ask Peggy Doviak About Your Finances."
This podcast episode shares my weekly radio show, "Ask Peggy Doviak About Your Finances."