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He Said She Said the Money Guide Podcast

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Rating
★★★★★
4.8
from
86 reviews
This podcast has
101 episodes
Language
English
Explicit
No
Date created
2019/04/03
Latest episode
2026/10/21
Average duration
30 min.
Release period
13 days

Description

Tune in and find out what is on the minds of two long-practicing, fee-only financial planners – Jay Furst and Certified Financial Planner ™ Cheryl Costa. Cheryl and Jay chat weekly about the markets and a wide range of personal finance topics.

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Check latest episodes from He Said She Said the Money Guide Podcast podcast


Who Wants to be a Millionaire
2026/10/21
According to a recent 401(k) study, quite a few are already. Plus the social security boost for 2027, 1 share of SpaceX to all and buying a house with your kid…but keeping your kid's spouse off the deed. Hmmm…
Where is that Refund? (Episode 321)
2026/10/13
Long delays from Uncle Sam, auto enrolled in 530A accounts and college tuition cuts. Plus mortgage rates keep rising, automakers are policing advertised prices and is Muse helpful or not so much?
Will AI End Civilization? (Episode 320)
2026/10/01
That's deep…and we don't know…but it is causing turmoil in the markets and DC. Plus Apple's sneaky price increase, how much do you want to put a data center in your town and the Medicare Advantage cancellation benefit. Plus plus UM reverse course on grading and ETFs are getting wackier.
Fed Puppet or Not a Puppet
2026/09/16
18 years since Too Big to Fail, Topeka will pay you to live there, and parents will pay for the Mountain school. Plus good luck finding a reasonably priced used car, should you pay off your mortgage and how to spend the $5K if the Republicans win the midterms.
Jonny Pops and TSA
2026/09/08
Dutch National Bank moves gold from US, direct admissions to colleges and why live in the dorms when your parents can buy you an apartment. Plus Jay gets quizzed – C's get degrees, don't they?
Does Murder Disqualify Your Inheritance?
2026/09/03
Nick Reiner says no. Plus Kalshi bans George Santos, Meta settlement partially contingent on competitors, flood insurance and Boston Scientific cyberattack. Plus plus the college enrollment cliff and parent plus loan issues.
Target's Questionable Policy
2026/08/25
Moderna soars, and so do condo dues, college students using premium credit cards and insurers paying out less than ever (whistle if you've heard that before). Plus Costco gets in Medicare and Michigan gets rid of grades for some freshmen. Plus plus UPDATE YOUR BENEFICIARIES!!!
Congrats on the Failing Farm
2026/07/15
It could be worth $22 million. Gold down 25% from recent highs, inflation down to 3.5% in June but don't get too comfortable. Introducing your 17-year-old advisor, is your 401(k)-income calculation flawed and 1 million borrowers leaving SAVE. Plus one more reason why we aren't big fans of rental real estate.
Cheryl's Coin
2026/07/08
Or not…Philosophy Majors getting a payday, Trump Account options (minimal), quarterly returns look good and kids, er, older kids, are moving back home. And staying there…
Yawn…Another Dow Record
2026/07/01
What's next, Dow 60K or 40K? Irrational Exuberance is now 30 (Happy Anniversary!), new methods for pricing college tuition, new car purchases slow and Medicare Advantage denials. Plus Trump accounts set to launch and Rule of 55.
Blaming AI
2026/06/24
Execs blame it for mass layoffs and students blame it for lack of job opportunities. Polymarket BS, SpaceX valuation and Kevin Warsh is a man of few words. Plus a revolt at State Farm, LT care for municipal workers in Washington state and do Grandkids have a claim on Grandma's estate?
Some Birdie Knocking at the Door
2026/06/09
Or the window… AI failed with IKEA directions but did well guiding a house sale. Elon gets to vote shares he does NOT own, nearly half of insurance claims are denied and Bessent claims a $1 billion crypto confiscation from Iran. If legit, what does that mean for crypto?
Do Jellybeans Jump
2026/06/01
A new Fed chair, the NASDAQ jumps through hoops to accommodate SpaceX, a book on AI has mistakes from…AI and the number of credit card delinquencies at its highest level in 15 years. Plus more colleges over $100k annually and home owners borrowing from the Bank of Mom and Dad.
College Grads Love/Hate AI (Episode 309)
2026/05/20
Inflation spikes, 36 grandkids taking a hit on an inheritance, student loan rates and updates on loan forgiveness and the college grad hotspots. Plus hanging up on the Pope because he won't visit a bank branch.
Trade Schools Are Hot…
2026/04/29
And getting expensive. Polymarket fraud becoming commonplace, Powell investigation dropped, and the government bailout of Spirit Airlines. Plus a wealth tax in Maine and loan caps for grad students.

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4.8 out of 5
86 reviews
★★★★★
MichMood 2020/01/20
Half Hour Well Spent
The financial advice given in this podcast is timely, practical, and understandable. The topics are relevant to soon-to-professionals about to start o...
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