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…
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…
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…
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…
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…
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…
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…
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…
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.
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…












