How do I allocate my 401(k)?
Listen as we discuss why it’s important, the effects of the financial crisis, and company stocks.
Manage the Funds Podcast
How do I know how much I’m spending?
Listen as we discuss the big question of whether to rent or buy housing and cars, tips for long-term expenses, and where does all my money go?
How to buy life insurance
Listen as we discuss the industry, how to get a quote, term life vs whole life policy, and a big tip for getting the life insurance you want.
How to understand expenses inside mutual funds
Listen as we discuss the different fee types inside mutual funds, how to locate the information on your fees and two hidden costs.
How to buy municipal bonds
Listen as we discuss why municipal bonds work for some investors; the best type of investment account for municipal bonds; and the interest and tax impact.
2019 2nd Quarter market outlook
Listen as we discuss an unbiased view of the economic data and market points that cut through the noise and hype projected by the media; a retrospective of recent market performance; and the dynamics and opportunities ahead. Guest host: Joseph Taiber, Taiber Kosmala & Associates, LLC
How to create a financial plan
Listen as we discuss the importance of creating a proper financial plan, critical areas of concern in your finances and how to put together a great financial plan for your family.
Millennial buying habits
Listen as we discuss Millennial buying habits including how their financial priorities differ from previous generations; the impact of their buying habits on businesses and the economy; and financial challenges they face and how to navigate them. Guest host: Lindsey Reiser
2019 1st Quarter market outlook
Listen as we discuss an unbiased view of the economic data and market points that cut through the noise and hype projected by the media; a retrospective of recent market performance; and the dynamics and opportunities ahead. Guest hosts: Joseph Taiber, CFA, and Phillip Kosmala, CFA, of Taiber Kosmala & Associates, LLC
Vacation smarter: tips, trends + your money
Listen as we discuss why vacations are necessary and how you can travel smarter: vacation financial tips, including how much to spend; the health, life and work benefits of travel; pitfalls to watch for when booking your own travel; things you always wanted to know about vacation planning; and top travel trends for 2019. Guest host: Roxanne Boryczki, owner of AZ Trails Travel
Manage the Funds Podcast
Financial news – anytime, anywhere. Get expert insight on the latest topics that impact your bottom line with our new podcast.
Sign up to receive the podcast
