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Tag: index funds

  • Ask Matt & Joel

Ask Matt & Joel: Should I invest in carbon credits?

  • September 19, 2024
  • Tagged as: alternative investments, index funds, retirement investing, rich vs. wealthy, stock market

Today’s question comes from Justin in Mason, Iowa… “I’ve been learning about carbon credits and the emerging carbon credit space. And to me, it seems like an opportunity for some good returns if I can…

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Avatar photo Joel
  • Ask Matt & Joel

Ask Matt & Joel: Should I still invest in my 401k if it has high fees?

  • September 17, 2024
  • Tagged as: 401k, avoiding fees, index funds, retirement investing, roth ira, tax advantaged

Today’s question comes from Stephen in Connecticut… “I have a question about 401ks. I’m working at my first full time job post college. I know there’s a 401k plan that is offered. But there are…

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Avatar photo Joel
  • Ask Matt & Joel

Ask Matt & Joel: My $75,000 CD is coming up for renewal. What should I do?

  • September 13, 2024
  • Tagged as: compound interest, HYSA, index funds, interest rates, lump sum investing, saving for retirement

Today’s question comes from Linda from California… “Last year I put $75,000 into a CD for 11 months. The maturity date is coming up and I don’t know what to do. I usually let it…

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Avatar photo Joel
  • Ask Matt & Joel

Ask Matt & Joel: Should I keep my condo as a rental property, or sell it?

  • September 12, 2024
  • Tagged as: cash flow, Financial Independence, index funds, interst rates, mortgages, Real Estate Investing

Here’s an awesome question from Bob in New York… “I own a condo and am looking to buy a second home here in the near future. That being said, I would love to keep the…

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Avatar photo Joel
  • Ask Matt & Joel

Ask Matt & Joel: Does my Roth 401k at work affect my Roth IRA contribution limits?

  • September 11, 2024
  • Tagged as: 401k, backdoor Roth IRA, index funds, retirement investing, roth ira, tax advantaged accounts

Today’s question comes from Katy who called into the podcast… “I have a question about Roth 401k. I have a TSA retirement plan through my company. And since this is a Roth from my company…

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Avatar photo Joel
  • Ask Matt & Joel

Ask Matt & Joel: Should I lump sum or dollar cost average after rolling over a 401k?

  • September 9, 2024
  • Tagged as: 401k rollover, Capitalize, dollar cost averaging, index funds, lump sum investing

Today’s question comes from Sam in Cleveland, OH… “What do I do with a previous employer retirement plan of approximately $60,000 that I want to roll into my current rollover IRA. In particular, do I…

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Avatar photo Joel
  • Ask Matt & Joel

Ask Matt & Joel: I just finished the Envelope Challenge. What Now?

  • September 6, 2024
  • Tagged as: gamify, index funds, money challenges, retirement investing, saving money, switching banks

This question came from the HTM Facebook group recently. Alexander wrote… “My wife completed the 100 Envelope Challenge and now we have $5,050 sitting in cash. We really don’t have a set goal in mind…

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Avatar photo Joel
  • Personal Finance

FOMO might be wrecking your finances. Here are 7 tips to help

  • August 26, 2024
  • Tagged as: bad debt, budgeting, financial fomo, Financial Independence, index funds, mindful spending
financial fomo header image girl sitting on VW beetle traveling

Picture this: you’re mindlessly scrolling through Instagram one night when suddenly a post from your old high school buddy pops up. They’re grinning ear to ear, flaunting screenshots of their crypto wallet showing a small…

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Joel O'Leary
  • Investing

What To Do When the Stock Market Crashes

  • August 5, 2024
  • Tagged as: index funds, net worth, recession, saving for retirement, stock market
What to do when the stock market crashes

It can be tempting to react impulsively during a stock market crash. But selling or making drastic portfolio changes in volatile times (and under duress) can screw up your investments even further.

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Avatar photo Jason Brown
  • Personal Finance

Daffy Launches Custom Portfolios: Personalizing Your Charitable Investments

  • July 31, 2024
  • Tagged as: charity, Daffy, donor advised funds, giving, index funds, investing
charity and giving love

I’ve been using Daffy for a couple of years to manage my donor advised fund and have loved the experience. In my first Daffy review I relayed some important info. Daffy is the cheapest donor…

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Avatar photo Joel
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