Money Talk With Tiff
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Recent Episodes

  • My Podcast Numbers Are Dropping — Here's the Real Reason
  • What I Learned From Breaking Down a Whole Chicken (And Why It Matters for Your Money)
  • Too Busy for Budgeting? 3 Money Habits That Survive Chaos
  • Your Stewardship Circle: 4 People Who Keep You Growing Financially
  • The Recovery Plan: What to Do When You Miss Your Money Goals

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About

Money Talk With Tiff

Money Talk With Tiff

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    401k

    17 episodes
    How Ericka Young Is Helping Employees With Their Finances | Ep. 191

    How Ericka Young Is Helping Employees With Their Finances | Ep. 191

    Jan 12, 202320 min

    Ericka Young is on a mission to help employees take control of their finances. In this episode, Tiffany interviews her to discuss her company's corporate financial wellness program and how it is helping employees learn about money management and make better financial decisions. About Our Guest During her 17 years in business, Ericka Young has served over 500 families as a certified financial coach.  Her specialty is helping people crush debt so that they can design a vibrant and intentional life. She believes that personal finance goes beyond the numbers and has developed creative ways to break down the mental and experience-based barriers to financial success.  In 2017, she wrote her 1st best-selling book, Naked and Unashamed: 10 Money Conversations Every Couple Must Have. While helping her 2 daughters in their college decisions, Ericka witnessed first-hand the many barriers to accessing a debt-free college education. She has made it her mission to help parents and prospective students understand how to navigate these systems so no one in the family carries student loan debt through her college financial readiness workshops. Ericka has developed Financial Wellness Programs for companies and organizations to reduce employee stress and improve the overall bottom line. In addition, Ericka is passionate about creating diverse, inclusive, equitable communities. She is busy working to create a world where everyone is welcome in all spaces, and they have the financial resources to participate fully in those spaces.  When Ericka isn’t crunching the numbers or at least talking about them, she loves traveling, dancing her heart out, and beating her husband of 24 years at word games. Connect With Ericka Young Website: https://www.erickayoung.com/ LinkedIn: Ericka Young Instagram: @ErickaYoungOfficial Facebook: @ErickaYoungOfficial Connect with Tiffany on Social Media Facebook: Money Talk With Tiff Twitter: @moneytalkwitht Instagram: @moneytalkwitht LinkedIn: Tiffany Grant  This podcast uses the following third-party services for analysis: Podcorn - https://podcorn.com/privacy OP3 - https://op3.dev/privacy

    Ericka Youngfinancial wellnesscorporate wellness
    Wealth Management with Jamie Lima | Ep. 117

    Wealth Management with Jamie Lima | Ep. 117

    Jun 28, 202220 min

    Jamie Lima joins Tiffany this week to share his knowledge on all things wealth management, covering everything from estate planning, retirement and tax management. About Our Guest Jamie Lima is the President of Woodson Wealth Management. Jamie’s career began with Morgan Stanley in 2006. He later joined Fidelity Investments in 2011, where he managed a $1 billion in assets of high-net worth families and businesses. During his tenure with Fidelity, he also spent several years coaching and training fellow associates nationally with a focus on the southern California region. To that end, he brings over 20 years of financial education and hands-on experience in the Financial Services industry. Jamie holds an MBA from National University in San Diego and has been a CERTIFIED FINANCIAL PLANNER™ for nearly a decade. Jamie loves helping his clients make complex financial decisions, and ‘making the puzzle pieces fit’ for them. “The Financial Planning process can seem like an overwhelming exercise, but it doesn’t have to be. My job is to ensure that my team and I are with our clients every step of the way. Our job is done when clients can easily understand and, more important, are able to explain their plan(s) to their loved ones. The pinnacle for me is creating a cohesive (and executable) plan, which every important stakeholder can follow and implement.” Outside of work, Jamie and his wife, Dawn, spend a lot of time in their Jeep off-roading, working around their farm in Ramona, CA and trying to keep up with their 5 (yes, 5!) kids. Connect with Jamie Instagram: https://www.instagram.com/jamiemlima/ Twitter: https://twitter.com/JamieMLima Facebook: https://www.facebook.com/Woodsonwm Connect with Tiffany on Social Media Facebook: Money Talk With Tiff Twitter: @moneytalkwitht Instagram: @moneytalkwitht LinkedIn: Tiffany Grant This podcast uses the following third-party services for analysis: Podcorn - https://podcorn.com/privacy OP3 - https://op3.dev/privacy

    Jamie LimaWoodson Wealth Managementestate planning
    The Ultimate Guide to Understanding and Utilizing Your 401K | Ep. 292

    The Ultimate Guide to Understanding and Utilizing Your 401K | Ep. 292

    Jan 9, 202414 min

    Ready to dive into the confusing world of 401Ks? Join Tiffany Grant in this must-listen podcast episode as she shares her conversation with a phlebotomist who sparked the topic. Tiffany discusses why 401Ks are essential to your total rewards package and how to utilize employer-matching contributions to build retirement savings. She decodes the tricky language of 401Ks, clears up misconceptions about vesting schedules, and offers valuable advice on whether to roll over your 401K or leave it with your previous employer. Don't miss out on this informative and eye-opening discussion to help you make the best decisions for your financial future! Every Tuesday, Tiffany answers one of your submitted questions. To submit a question for an upcoming episode, visit https://www.moneytalkwitht.com/asktiffany. Connect with Tiffany Website - https://www.moneytalkwitht.com Facebook - https://www.facebook.com/moneytalkwithT/ Twitter - https://twitter.com/moneytalkwitht Instagram - https://www.instagram.com/moneytalkwitht/ LinkedIn - https://www.linkedin.com/in/tiffanygrant1/ YouTube - https://www.youtube.com/c/MoneyTalkWithTiff Additional Links & Resources Retirement Planning Articles (https://moneytalkwitht.com/investing/retirement-planning/) Investing In Employee Benefits: How Employee Benefits Packages Boost Performance And Morale (https://moneytalkwitht.com/blog/employee-benefits-overview/) Employee Benefits Articles (https://moneytalkwitht.com/career/employee-benefits/) Capitalize - 401(k) Rollovers Made Easy (https://capitalize.sjv.io/moneytalk) Support this Podcast (https://moneytalkwitht.com/donate) Copyright 2023 Money Talk With Tiff This podcast uses the following third-party services for analysis: Podcorn - https://podcorn.com/privacy OP3 - https://op3.dev/privacy

    401kEmployer MatchVesting Schedule
    Saving Money on Taxes with Lance Belline | Ep. 131

    Saving Money on Taxes with Lance Belline | Ep. 131

    Aug 18, 202219 min

    Lance joins Tiffany this week to discuss strategies everyone should adopt in order to save money on taxes. About Our Guest Throughout his two decade career as a Financial Advisor, Lance has defined “or fine-tuned” his PURPOSE. Which is developing lifelong relationships with his clients and providing them financial confidence and clarity of how they are going to accomplish their goals. Lance prides himself in being able to explain all the details and complex issues in a clear language that his clients can understand. Lance's philosophy in life is to follow 3 simply rules; God, Family, Work. Growing up in Lamar, Missouri, his parents instilled in him the values that he strives to live by each and every day. He strongly believes in the power of community service and reaching out to those in need. Lance and his wife and three children reside in Fayetteville and they try to instill those same values in their children. He also enjoys spending time golfing, hunting, snow skiing, water skiing, and Crossfit. Connect with Lance Website: https://www.lhfinancial.net/ LinkedIn: https://www.linkedin.com/in/lancebelline Email: [email protected] Facebook: www.facebook.com/lance.belline Connect with Tiffany on Social Media Facebook: Money Talk With Tiff Twitter: @moneytalkwitht Instagram: @moneytalkwitht LinkedIn: Tiffany  This podcast uses the following third-party services for analysis: Podcorn - https://podcorn.com/privacy OP3 - https://op3.dev/privacy

    Lance Bellinetax strategiesretirement planning
    Saving for your Future Self with Sarah Holden | Ep. 62

    Saving for your Future Self with Sarah Holden | Ep. 62

    Jul 15, 202131 min

    About Our Guest Sarah Holden is Senior Director of Retirement & Investor Research at the Investment Company Institute (ICI), the leading association representing regulated funds globally, including US mutual funds and exchange-traded funds (ETFs). Sarah has a Ph.D. in economics and has studied retirement trends and policy, as well as the behavior of investors, for decades. She uses humor and plain English to make retirement and investment concepts clear. Connect with Sarah Linkedin Episode Resources Individual Retirement Account (https://www.ici.org/ira) Exchanged-Traded Funds (https://www.ici.org/etf) 401(k) Resources (https://www.ici.org/401k) Connect with Tiffany on Social Media Facebook: Money Talk With Tiff Twitter: @moneytalkwitht Instagram: @moneytalkwitht LinkedIn: Tiffany Grant YouTube: Money Talk With Tiff Channel Pinterest: Money Talk With Tiff This podcast uses the following third-party services for analysis: Podcorn - https://podcorn.com/privacy OP3 - https://op3.dev/privacy

    Sarah HoldenInvestment Company InstituteIRA
    Financial Literacy in High Schools with Yanely Espinal | Ep. 234

    Financial Literacy in High Schools with Yanely Espinal | Ep. 234

    Jun 1, 202319 min

    Are you worried about the current state of financial literacy in high schools? Yanely Espinal is here to help! In this episode, she talks about her vision for a future where students are equipped with the knowledge, strategies, and tools to make independent financial decisions. Learn more about the proposed law on incorporating financial literacy into school curriculums and why Yanely believes it should include teacher qualifications, graduation requirements, and when the subject is taught. Plus, get a sneak peek at Yanely's book "Mind Your Money," which focuses on setting money goals and adjusting one's mindset regarding money and spending habits. Tune in now to learn more about the importance of financial literacy in high schools! About Our Guest Yanely was born and raised in Brooklyn, New York, and is one of the first in her family to graduate college. After two decades of school, she still can't believe that she never had a class about making smart money decisions! Now, she's on a mission to help young people learn about personal finance in a fun and engaging way!  After completing Teach For America, Yanely paired her love for teaching with her passion for financial literacy, creating a unique YouTube channel for people to engage with topics like budgeting, managing credit, saving and investing for retirement and more! Yanely serves as the Director of Educational Outreach at Next Gen Personal Finance and is a member of CNBC's Financial Wellness Advisory Council. Connect With Yanely YouTube: https://www.youtube.com/c/missbehelpful Instagram: https://www.instagram.com/missbehelpful/ Facebook: https://www.facebook.com/missbehelpful LinkedIn: https://www.linkedin.com/in/yanely-espinal-5631b735/ Buy the Book: https://amzn.to/43rQxFU Connect With Tiff Website: https://moneytalkwitht.com   This podcast uses the following third-party services for analysis: Podcorn - https://podcorn.com/privacy OP3 - https://op3.dev/privacy

    Yanely Espinalfinancial literacyhigh school curriculum
    What Is A CFA? Understanding Chartered Financial Analysts And How They Help | Ep. 271

    What Is A CFA? Understanding Chartered Financial Analysts And How They Help | Ep. 271

    Oct 12, 202324 min

    Are you curious about what a CFA is all about? Joel Bernardin, CFA, gives you an exclusive look into the world of Chartered Financial Analysts and explains how they help investors make informed decisions. Hear from Joel about the critical roles CFAs play in today's markets and gain valuable insight into this respected professional designation. Don't miss out on this great opportunity to learn from an experienced leader in the industry! About Our Guest Joel Bernardin is an accomplished financial expert with a remarkable story to share. He holds a Bachelor's Degree in Applied Mathematics and Statistics, an MBA in Finance, the Chartered Financial Analyst Designation from the CFA Institute, and even a Certificate in Performance Measurement from the CFA Institute. His success is even more impressive when you take into account that he's 100% debt-free - no car payments, no credit card payments, and certainly no student loans! Joel comes to personal finance conversations with enthusiasm and empathy, ready to share his wealth of knowledge and experience with his audience. Connect with Joel Twitter: @debtfreejoel Instagram: @debtfreejoel Connect with Tiffany Visit our site: https://moneytalkwitht.com Facebook: Money Talk With Tiff Twitter: @moneytalkwitht (https://twitter.com/moneytalkwitht) Instagram: @moneytalkwitht LinkedIn: Tiffany Grant This podcast uses the following third-party services for analysis: Podcorn - https://podcorn.com/privacy OP3 - https://op3.dev/privacy

    CFAChartered Financial AnalystCFA Institute
    Financially Thriving with Walli Miller | Ep. 106

    Financially Thriving with Walli Miller | Ep. 106

    May 26, 202219 min

    About Our Guest With us today is Walli Miller, a first generation college student, daughter of an immigrant, and a self-made millionaire who is committed to helping high-achievers reach their financial goals and design a life they love. Walli wasn’t always financially thriving, but now that she is, she is committed to using her powers for good by helping others take control of their finances. Connect with Walli Website: https://financiallythriving.com Instagram: https://www.instagram.com/financially_thriving/ Connect with Tiffany on Social Media Facebook: Money Talk With Tiff Twitter: @moneytalkwitht Instagram: @moneytalkwitht LinkedIn: Tiffany Grant This podcast uses the following third-party services for analysis: Podcorn - https://podcorn.com/privacy OP3 - https://op3.dev/privacy

    Walli MillerFIREFinancial Independence Retire Early
    The Winning Playbook: An Interview With Former Pro Football Player Jonathan Scott | Ep. 204

    The Winning Playbook: An Interview With Former Pro Football Player Jonathan Scott | Ep. 204

    Feb 16, 202320 min

    Former NFL player Jonathan Scott shares his story of financial empowerment. He talks about the importance of playing defense with your money and how to set yourself up for success both on and off the field. This episode is a must-listen for anyone looking to achieve financial empowerment. About Our Guest Jonathan Ray Scott is from Dallas, Texas. A ten-year veteran of the National Football League as an offensive tackle, Jonathan was also a member of the 2005 National Champion Texas Longhorns football team. Jonathan’s life off the field has been as successful as his time on the field with experience in real estate, finance, education, coaching, executive leadership, and the music industry. Connect with Jonathan Website - https://thewinningplaybook.com/ Instagram - https://www.instagram.com/jskizzle72 Twitter - @jskizzle72 Connect with Tiffany Facebook: Money Talk With Tiff Twitter: @moneytalkwitht Instagram: @moneytalkwitht LinkedIn: Tiffany Grant   This podcast uses the following third-party services for analysis: Podcorn - https://podcorn.com/privacy OP3 - https://op3.dev/privacy

    Jonathan ScottNFLfinancial empowerment
    A Touch of Woo Woo With Bevin Morgan | Ep. 57

    A Touch of Woo Woo With Bevin Morgan | Ep. 57

    Apr 15, 202133 min

    Tiffany sits down with Bevin to talk all things financial wellness. Bevin shares some gems when it comes to investing and gets real about her real estate investing strategy. In this episode, learn everything you need to know about contributing to your 401k, paying off debt, and so much more.  About Our Guest Bevin Morgan is a Financial Wellness Coach that specializes in helping Black female entrepreneurs and creators gain confidence in their financial futures with a touch of woo woo. Through either 1:1 coaching or her new group course, you will learn to manage your money mindset, create an ideal future vision, get intimately familiar with your current reality and then take the one next step you need to fix your finances. If you don’t need coaching, join the private social network (no, it’s not a Facebook group) to find accountability from women like you, curated resources and expert advice to help you bust through your current financial challenges.   Connect with Bevin Email: [email protected] Instagram: instagram.com/bevinmorgan Facebook: https://www.facebook.com/bevinmorganfinancialcoach   Connect with Tiffany on Social Media Facebook: Money Talk With Tiff Twitter: @moneytalkwitht Instagram: @moneytalkwitht LinkedIn: Tiffany Grant YouTube: Money Talk With Tiff Channel Pinterest: Money Talk With Tiff This podcast uses the following third-party services for analysis: Podcorn - https://podcorn.com/privacy OP3 - https://op3.dev/privacy

    Bevin Morganfinancial wellness401k
    Investing 101: What Are The Tax Implications Of Different Investment Types? | Ep. 247

    Investing 101: What Are The Tax Implications Of Different Investment Types? | Ep. 247

    Jul 18, 202311 min

    Ready to get the lowdown on taxes and investments? In this episode, Tiffany breaks down different types of investments, explains the tax implications for each type, and offers strategies to manage or reduce your tax obligations. You'll learn about qualified and non-qualified investments, long-term capital gains tax vs. short-term taxes, and much more. Tune in now to finally understand taxes on investments! Every Tuesday, Tiffany answers one of your submitted questions. To submit a question for an upcoming episode, visit here: https://www.moneytalkwitht.com/asktiffany Additional Resources Visit our website: https://moneytalkwitht.com Capital Gains (https://moneytalkwitht.com/blog/capital-gains/) (article that explains capital gains) Trusted tax professionals Camari Ellis EA, Philly Tax Team - https://www.phillytaxteam.com/ Ronnie Goode CPA, Rhythm Accounting - https://www.rhythmaccounting.com/ Amber Whitehead-Gabourel EA, Whitehead Tax & Financial Services - https://www.whiteheadtax.com/ Be sure to tell them Money Talk With Tiff sent you! This podcast uses the following third-party services for analysis: Podcorn - https://podcorn.com/privacy OP3 - https://op3.dev/privacy

    capital gains taxlong-term capital gainsshort-term capital gains
    The Best Way to Figure Out How Much to Save for Retirement | Ep. 214

    The Best Way to Figure Out How Much to Save for Retirement | Ep. 214

    Mar 21, 202311 min

    Are you trying to figure out how much money you need to save for retirement? This can be a tough question to answer, but it's important! In this episode, I share the best way to figure out how much money you need to save and some tips on how to make it happen. Enjoy! Every Tuesday, Tiffany answers one of your submitted questions. To submit a question for an upcoming episode, visit here: https://www.moneytalkwitht.com/asktiffany Key Takeaways When calculating how much to save for retirement, consider the age you plan to retire and ensure the money lasts until the end of life expectancy. Determine what your desired lifestyle in retirement will be and calculate how much income you need each year to maintain this lifestyle. Think about your expected sources of retirement income, such as pensions, annuities, social security benefits, etc. Consider how much risk you can tolerate with your investments depending on how close you are to retirement age. Ask yourself if you want to keep working part-time after retiring and if tax deferral strategies such as 401ks or Roth IRAs should be used for retirement planning. Factor in any other expenses, such as healthcare and long-term care costs. This podcast uses the following third-party services for analysis: Podcorn - https://podcorn.com/privacy OP3 - https://op3.dev/privacy

    retirement planningretirement savingsSocial Security
    Podcast Roundtable: What Does A Low Unemployment Rate Mean For You? | Ep. 192

    Podcast Roundtable: What Does A Low Unemployment Rate Mean For You? | Ep. 192

    Jan 16, 202368 min

    Last week’s Space discussed the article that suggested now is the time to ask for raises or get new jobs before six months from now. The unemployment rate is currently at 3.5%, making it an employee market, and people should take advantage of this opportunity. Every Monday at 9 PM exclusively on Twitter, Tiffany hosts a Space called FinNoir: A Space for Black Money Talk. This Space features a variety of black voices in personal finance to give their perspectives, information, and thoughts on money topics that affect the black community. Hosts: Tiffany Grant (http://www.moneytalkwitht.com/) & Rahkim Sabree (http://www.rahkimsabree.com/) Speakers: Markia Brown (http://www.markiabrown.com/), Steven Stack (http://www.stevenlstack.com/), Camari Ellis (https://youtube.com/channel/UCzraqCajunpvtkDwnakByqA), Nia Adams (http://www.perspectiveschange.com/), Jonathan Thomas (https://youtube.com/channel/UCh6j8npR7TSMij5sJ88js3g), Renita Young (http://www.instagram.com/renitadyoung), Tamika Howell (https://www.instagram.com/organizeyourmoney/), Anthony Weaver (http://www.youtube.com/aboutthatwallet) This podcast uses the following third-party services for analysis: Podcorn - https://podcorn.com/privacy OP3 - https://op3.dev/privacy

    Unemployment RateSalary NegotiationMerit Increase
    Retirement Talk With Roger Whitney | Ep. 76

    Retirement Talk With Roger Whitney | Ep. 76

    Nov 4, 202146 min

    The Retirement Answer Man® himself, Roger Whitney has been a Certified Financial Planner for more than 25 years. He’s using his credentials (CFP®, CIMA®, CPWA®, and more) and every channel possible to help people live well today without sacrificing tomorrow. The Retirement Answer Man Show® was born out of years of experience, a deep need to help people, and creative restlessness. Every episode takes difficult (or boring) financial conversations, concepts, and strategies and makes them more approachable. And occasionally more humorous. Connect with Roger Website: https://www.rogerwhitney.com Twitter Facebook Connect with Tiffany on Social Media Facebook: Money Talk With Tiff Twitter: @moneytalkwitht Instagram: @moneytalkwitht LinkedIn: Tiffany Grant This podcast uses the following third-party services for analysis: Podcorn - https://podcorn.com/privacy OP3 - https://op3.dev/privacy

    Roger Whitneyretirement planningmillennials
    Listener Request: What are Roth IRAs? | Ep. 5

    Listener Request: What are Roth IRAs? | Ep. 5

    Aug 15, 201911 min

    Always wondered about Roth IRAs?  Join Tiffany as she breaks down what they are and how to best utilize them. This is a listener request episode.  If you want to have your question featured, please submit on our website (https://www.moneytalkwitht.com/asktiffany.html). Like what you heard?  We are now on Patreon!  Support the movement and become a Patron (https://www.patreon.com/moneytalkwitht) to get exclusive content and insider information!      Links Visit our blog: www.moneytalkwitht.com IRS Website: https://www.irs.gov/retirement-plans/roth-iras   Connect on Social Media Facebook: Money Talk With Tiff (https://www.facebook.com/moneytalkwithT/) Twitter: @moneytalkwitht (https://twitter.com/moneytalkwitht) Instagram: @moneytalkwitht (https://www.instagram.com/moneytalkwitht/) LinkedIn: Tiffany Grant YouTube: Money Talk With Tiff Channel Pinterest: Money Talk With Tiff (https://www.pinterest.com/moneytalkwitht/) This podcast uses the following third-party services for analysis: Podcorn - https://podcorn.com/privacy OP3 - https://op3.dev/privacy

    Roth IRARoth 401kTraditional IRA
    From Futon to Fortune: A Millionaire's Journey with Steven Stack | Ep. 286

    From Futon to Fortune: A Millionaire's Journey with Steven Stack | Ep. 286

    Dec 19, 202323 min

    Ready to transform your financial future? Join Tiffany as she sits down with Steven Stack, a millionaire who turned the market's mayhem into his wealth-building playground. Learn how Steven's early exposure to savings, a pivotal Denzel Washington movie quote, and a fearless dive into the stock market during its lowest ebb catapulted him into the millionaire's club. This episode is not just a story; it's a blueprint for anyone daring to dream big and invest smart. Connect with Steven Website: http://stevenlstack.com Instagram: @stackingwithstack (https://instagram.com/stackingwithstack) Connect with Tiffany Website: https://moneytalkwitht.com Facebook: Money Talk With Tiff (https://www.facebook.com/moneytalkwithT/) Twitter: @moneytalkwitht (https://twitter.com/moneytalkwitht) Instagram: @moneytalkwitht (https://www.instagram.com/moneytalkwitht/) LinkedIn: Tiffany Grant (https://www.linkedin.com/in/tiffanygrant1) Additional Links & Resources Inside Man (Movie): https://amzn.to/3RtOQU6 (affiliate link) Roth IRA vs Traditional IRA: Which One is Best For You? (https://moneytalkwitht.com/blog/roth-ira-vs-traditional-ira/) More Information about the Great Recession: https://www.history.com/topics/21st-century/recession Mastering Your Health Savings Accounts: 10 Tips for Making the Most of Your HSA (https://moneytalkwitht.com/blog/health-savings-account/) Maximize Your Child's College Savings With 529 Plans (https://moneytalkwitht.com/blog/college-savings-with-529-plans/) This podcast uses the following third-party services for analysis: Podcorn - https://podcorn.com/privacy OP3 - https://op3.dev/privacy

    Steven StackGreat Recession401k
    Retirement Daily with Robert Powell | Ep. 113

    Retirement Daily with Robert Powell | Ep. 113

    Jun 16, 202223 min

    Robert Powell joins Tiffany in this episode to talk through all things retirement planning! Robert drops gems on how to start planning for retirement, where you should be investing your money, and he answers frequently asked questions about retirement.  About Our Guest Robert Powell, CFP®, is an award-winning financial journalist whose work appears regularly in MarketWatch.com, USA Today, TheStreet.com, The Wall Street Journal, and AARP. He is the editor and publisher of TheStreet’s Retirement Daily (www.retirementdaily.net (http://www.retirementdaily.net/)), editor-in-chief of the Investments and Wealth Institute’s (IWI) Retirement Management Journal, host of IWI’s Exceptional Advisor podcast; co-founder of finStream.tv; and co-founder of Salem State University's Online Elder Planning Specialist program. Connect with Robert Instagram: https://www.instagram.com/retirementdaily/ Twitter: @rjpiii (https://twitter.com/RJPIII) Facebook: https://www.facebook.com/RetirementAdviceandWisdom Connect with Tiffany on Social Media Facebook: Money Talk With Tiff Twitter: @moneytalkwitht Instagram: @moneytalkwitht LinkedIn: Tiffany Grant This podcast uses the following third-party services for analysis: Podcorn - https://podcorn.com/privacy OP3 - https://op3.dev/privacy

    Retirement PlanningI-Bonds401k

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