Enhance your investing knowledge in 5 minutes (promise!) by understanding 26 most common & confusing financial terms in plain English HERE! Follow Tess and Gen on Instagram & DM us any questions you have! Leave us a 5⭐️ Review & share this episode with a friend! Now that the dust has settled from election week, it's time to dive in. Listen to learn about 3 policies the Trump Administration is proposing and how these changes could that impact your financial plan.We're talking about all the money moves you should start, stop and keep doing over the next 4 years. All recommendations and conversations presented in this podcast episode are meant to be used as a guide for general use and educational purposes only. Information is not meant to be taken as explicit financial advice.
Enhance your investing knowledge in 5 minutes (promise!) by understanding 26 most common & confusing financial terms in plain English HERE! Follow Tess and Gen on Instagram! Leave us a 5⭐️ Review to spread the word! If you havent looked at your 401k account since you started your job.. this episode is for YOU! Learn why this is a great time to review your 401k, along with common mistakes we see clinets make in their 401k that are holding them back! All recommendations and conversations presented in this podcast episode are meant to be used as a guide for general use and educational purposes only. Information is not meant to be taken as explicit financial advice.
Do you scroll through your annual enrollment in 5 minutes, randomly choose your options, or wait until the last minute because its just too overwhelming? Check out this episode to understand: what options may best fit your needs discover an account with TRIPLE tax benefits get ready to squeeze every last penny from your annual enrollment during the most wonderful time of the year (to some). learn about benefits you never knew existed Find Qualified Medical Expenses for your HSA HERE. Enhance your investing knowledge in 5 minutes by understanding 26 most common (and confusing) financial terms HERE! Follow Tess and Gen on Instagram! Leave us a 5⭐️ Review to spread the word! All recommendations and conversations presented in this podcast episode are meant to be used as a guide for general use and educational purposes only. Information is not meant to be taken as explicit financial advice.
Literally, this episode is all about year end bonuses! Learn all about: what Clark Griswold can teach us about bonuses why we DON'T want you to only do the "boring" things with your bonus why your bonus may be taxed more what happens if you don't plan it examples of how to pre-plan to make get the most impact... and joy from your bonus! Enhance your investing knowledge in 5 minutes by understanding 26 most common (and confusing) financial terms HERE! Follow Tess and Gen on Instagram! Leave us a 5⭐️ Review to spread the word! All recommendations and conversations presented in this podcast episode are meant to be used as a guide for general use and educational purposes only. Information is not meant to be taken as explicit financial advice.
It's coming up whether we're prepared for it or not! The last few months can be some of the busiest of the year and Tess & Gen want to set you up for success so you can roll into 2025 feeling financially confident! During this episode discover what questions you need to start asking yourself before the holidays, tips on getting the dreaded gift giving conversation started with friends and family, and creating buffers for your budget. 🎄Grab the new holiday budget template HERE! Follow Tess and Gen on Instagram! Leave us a 5⭐️ Review to spread the word! All recommendations and conversations presented in this podcast episode are meant to be used as a guide for general use and educational purposes only. Information is not meant to be taken as explicit financial advice.
If you're not quite sure whether to choose Roth or Traditional during your retirement account opening-- or what the difference is-- this episode is for you! Listen as Gen & Tess discuss the pros and cons of each account and give you practical, easy to understand guidence on picking the best retirement tax designation. Enhance your investing knowledge in 5 minutes by understanding 26 most common (and confusing) financial terms HERE! Follow Tess and Gen on Instagram! Leave us a 5⭐️ Review to spread the word! All recommendations and conversations presented in this podcast episode are meant to be used as a guide for general use and educational purposes only. Information is not meant to be taken as explicit financial advice.
Tess & Gen discuss what it means to be a millioniare. Is a big deal in today's economy? Is it a goal you can achieve? Is it worth chassing? How long did it take us to reach this milestone? Enhance your investing knowledge in 5 minutes by understanding 26 most common (and confusing) financial terms HERE! Follow Tess and Gen on Instagram! Leave us a 5⭐️ Review to spread the word! All recommendations and conversations presented in this podcast episode are meant to be used as a guide for general use and educational purposes only. Information is not meant to be taken as explicit financial advice.
Dan McDonald, a House Hacking Coach and Real Estate Agent joins Tess and Gen to give us the scoop on the realities of being a Real Estate Investor. Learn why we love investing in real estate (disite the hassel), practical tips for getting started, how to overcome common challenges and a few funny stories along the way! Enhance your investing knowledge in 5 minutes by understanding 26 most common (and confusing) financial terms HERE! Follow Tess and Gen on Instagram! Leave us a 5⭐️ Review to spread the word! All recommendations and conversations presented in this podcast episode are meant to be used as a guide for general use and educational purposes only. Information is not meant to be taken as explicit financial advice.
The stock market is up 16%+ in 2024 and we know you want IN! In this episode we answer one of our most frequently asked questions. Find out what we recommend investing in, what are index funds and ETFs, what does it mean to be 'low cost' and how you can get started investing QUICKLY! Enhance your investing knowledge in 5 minutes by understanding 26 most common (and confusing) financial terms HERE! Follow Tess and Gen on Instagram! Leave us a 5⭐️ Review to spread the word! All recommendations and conversations presented in this podcast episode are meant to be used as a guide for general use and educational purposes only. Information is not meant to be taken as explicit financial advice.
Tess shares her most expensive mistake. Learn about financial advisors fees, expense ratio fees, platform fees, what an annuity is and how a lack of an investing education can impact you and your financial future. Just because you've made some big financial mistakes- doesnt mean your wealth building journey is over. Learn what we would have done differently and where we're at today! Thinking about hiring an FA? Check out THIS post first! Enhance your investing knowledge in 5 minutes by understanding 26 most common (and confusing) financial terms HERE! Follow Tess and Gen on Instagram! Leave us a 5⭐️ Review to spread the word! All recommendations and conversations presented in this podcast episode are meant to be used as a guide for general use and educational purposes only. Information is not meant to be taken as explicit financial advice.
Welcome to F is for Finance- a fun and relatable money podcast where we spell it all out for you! In this podcast debut- Gen dives into her most expensive money mistakes. Learn about pre-nups, find out if you are in a community property state and understand the real cost of a divorce. Come back for Part 2 to see what Tess's biggest money mistake is and how much it cost her! Enhance your investing knowledge in 5 minutes by understanding 26 most common (and confusing) financial terms HERE! Follow Tess and Gen on Instagram! Leave us a 5⭐️ Review to spread the word! All recommendations and conversations presented in this podcast episode are meant to be used as a guide for general use and educational purposes only. Information is not meant to be taken as explicit financial advice.