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

Exploring the Pros and Cons of Various Investment Options | Ep. 347

Oct 22, 202413 min

In this insightful episode of "Money Talk With Tiff," host Tiffany Grant dives deep into the pros and cons of various investment options. From the dynamic world of stocks to the stability of bonds, the tangibility of real estate, the convenience of mutual funds, and the high potential yet volatile nature of cryptocurrencies, Tiffany offers a comprehensive overview to help you make informed investment decisions. Whether you're a seasoned investor or just starting, this episode provides valuable insights to guide your financial journey. Check out the full shownotes: https://moneytalkwitht.com/podcast-show-notes/pros-and-cons-investments/ Key Points Discussed Stocks: Ownership in companies and potential for high returns but with volatility and emotional stress from market fluctuations. Bonds: Steady income and lower risk, ideal for diversification, but with lower returns and interest rate risks. Real Estate: Tangible asset with rental income potential and tax benefits, though requiring significant capital and management costs. Mutual Funds: Diversification and professional management with accessibility for small investors, balanced with management fees and lower control over individual investments. ETFs (Exchange Traded Funds): Traded like stocks with generally lower fees but come with market risk and possible complexity. Cryptocurrencies: High potential returns and increasing acceptance but highly volatile and with regulatory uncertainties and security risks. Resources Mentioned Website: moneytalkwitht.com (https://www.moneytalkwitht.com) Ask Tiffany a question: moneytalkwitht.com/asktiffany (https://www.moneytalkwitht.com/asktiffany) Join the community: https://academy.moneytalkwitht.com/offers/vXQV4zb2 Become a host on AirBnB: https://moneytalkwitht.com/airbnb Buy Real Estate on Fundrise: https://moneytalkwitht.com/fundrise - We earn a commission for this endorsement of Fundrise If you have a question you want Tiffany to answer on the podcast, visit the website to submit your question. Don't forget to share this episode, subscribe, and leave a review to support the podcast! Connect with Tiffany Twitter: @moneytalkwitht (https://twitter.com/moneytalkwitht) Instagram: @moneytalkwitht (https://www.instagram.com/moneytalkwitht) Facebook: Money Talk with Tiff (https://www.facebook.com/moneytalkwitht) Disclaimer: The content provided in this podcast is for informational purposes only and should not be considered as financial advice. Please consult with a financial professional before making any investment decisions. This podcast uses the following third-party services for analysis: Podcorn - https://podcorn.com/privacy OP3 - https://op3.dev/privacy

stocksbondsreal estate

Money After Divorce with Krista Goodrich and Grace Everitt | Ep. 19

Nov 21, 201940 min

In this episode, Tiffany has two guests! Krista Goodrich and Grace Everitt talk about the tough topic of divorce. Find out how these two ladies made it through some financially nasty divorces and strategies they had to apply to get their financial life back on track. About our Guests Krista Goodrich lives in Daytona Beach, Florida with her husband, Colin, and their dogs. She is momma to her daughter, Kiki (name changed to protect privacy), who is currently in college for hospitality. A lifelong serial entrepreneur, Krista continues to invest in real estate and companies, always looking for new opportunities. She currently owns or is partner in 17 companies including real estate investment companies, art studios, a bar and a tourist experience company. She loves presenting at corporate conferences and for women’s groups, and actively participates in organizations that help and empower women. As a community activist, Krista is involved in her local government and local business organizations. When she is not writing, volunteering, or investing, she spends her free time boating, fishing, surfing, diving, traveling, doing OCR races and working out. Grace Everitt has been writing and editing for over 10 years, with experience in both print and digital media. An independent thinker and entrepreneur, she is the founder and president of Grace Marketing Group™, providing authentic marketing solutions to clients across the country…from her home office, in her yoga pants, with her dog Pants at her feet. If she’s not working, chances are this Boss Lady is in the kitchen, indulging her passion for food by playing with flavors and happily pretending to be a chef. Check her out on Instagram @tigrita_thelittletiger for more. Follow them on Facebook: https://www.facebook.com/thebossladyinvestor/ Follow them on Instagram: https://www.instagram.com/thebossladyinvestor/ Links Visit my site: https://www.moneytalkwitht.com 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

Krista GoodrichGrace Everittdivorce

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

Let's Talk Investing with Angela Matthews | Ep. 21

Dec 12, 201922 min

Oh, investing! This is Tiffany's absolute favorite topic to talk about. Angela Matthews sits down with her to discuss how she got started and some strategies she uses to make smarter investment decisions. Definitely have a pen and paper ready because they dropped so many gems! About our Guest Angela E. Matthews is a thought leader and expert in the Personal Finance space, particularly investing. She is the founder of the Happy Investor Method, which has a mission to impact millions by helping them create millions. With the goal of achieving financial freedom for everyone through investing in the stock market, Angela has single-handedly created a movement. For people who strive to be happier with their money and their achievements, Angela is your go-to. Follow her on Facebook: https://www.facebook.com/TheAngelaEMatthews/ Follow her on Instagram: https://instagram.com/Happyinvestormethod Follow her on Twitter: https://twitter.com/angelaematthews Links Visit Angela's site: https://www.thehappyinvestormethod.com Visit Tiffany's site: https://www.moneytalkwitht.com To learn more about Opportunity Zones: https://public.nccommerce.com/oz/ To catch up on some of the vocabulary words mentioned: https://www.moneytalkwitht.com/word-wednesdays Want to catch Money Talk with Tiff live? There are three events coming up in the Greensboro area! Please visit https://www.moneytalkwitht.com/events.html for more information. Connect with Tiffany 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 (http://www.linkedin.com/in/tiffanygrant1) 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

Angela E. MatthewsHappy Investor Methodstock market investing

Tiffany's Take: How Do I Save for Children's Education? | Ep. 170

Nov 22, 20228 min

Every Tuesday, Tiffany answers one of your submitted questions. To submit a question for an upcoming episode, visit here: https://www.moneytalkwitht.com/asktiffany. Utah Educational Savings Plan: https://my529.org/ 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

529 planUtah Educational Savings Planmy529

Mutual Funds