
Advertise on podcast: He Said She Said the Money Guide Podcast
Rating
4.8from
This podcast has
101 episodes
Language
EnglishPublisher
Cheryl Costa and Jay FurstExplicit
No
Date created
2019/04/03
Latest episode
2026/04/22
Average duration
32 min.
Release period
10 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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Podcast episodes
Check latest episodes from He Said She Said the Money Guide Podcast podcast
Can a Shoe Bust Become an AI Success?
2026/04/22
Markets rise while valuations drop, the Fed Chair nominee testifies, and Tim Cook is stepping down. Plus a possible cap on social security benefits, state tax issues for Trump accounts, and teen investment accounts.
"The IRS Isn't Going to Catch Me"
2026/04/15
Seems to be the view of many this filing season. Polymarket dispute, Trump Meme coin plummets, Nutella's accidental marketing genius and a surge in inflation and mortgage rates. Plus disclaiming inheritance, costs of home upkeep and stamp prices rise again.
Tech Neck
2026/04/07
Can be profitable. Market fluctuations, the 529 boycott, please pay attention to your target date funds and converting mutual funds to ETFs. Plus Storage Wars comes to the business section.
Is Meta Big Tobacco
2026/03/31
A Class Action could be next. Two similar homes with very different costs to insure, don't mess up your tax breaks and a car dealer's worst nightmare. Plus it could be time for a credit freeze.
Fertilizer Shortage
2026/03/17
Along with oil and gas, causing economic issues worldwide. Is recent volatility worrisome? Plus a college loan scam despite a credit freeze, OT taxation, Medicare Fraud causing a spike in healthcare and a jump in people raiding their 401(k)s.
War in the Middle East
2026/03/04
Is the US Attack on Iran Really an Attack on China? Personal savings rates on the decline, mortgage rates dip below 6% (briefly) and the surprise fee on car purchases. Plus home inheritance is the only chance for many.
State of the Union
2026/02/25
One host slept through it. Tariffs are illegal but still in place. Not a typo. A government savings plan for those without and estimated taxes are a pain. Yeah, no sh..
Gen Z Investing
2026/02/17
More in the market and less in real estate. The annual healthcare study, more on the CA billionaire's tax and another hit to private equity. Plus state pensions investing in Strategy (oof) and the importance of a moat to protect your mega mansion.
Dow 50K
2026/02/12
Can we get a woohoo?! Bitcoin continues its slide, conflicting info relating to jobs and salaries and be careful with that brokerage account checkbook. Plus student loan amounts differ and who exactly is a professional?
Bad Blowtorch Uses
2026/02/03
Can't miss advice on what NOT to do, gold and bitcoin volatility continues, a new Fed nominee, and free tuition at Yale. Plus the housing market takes a turn in favor of buyers, and what to do when your health insurance costs more than your mortgage.
TACO Tuesday
2026/01/27
The TACO part was really Wednesday but… Gold over 5000, silver soaring too, UnitedHealthcare selloff and a reversal on garnishing wages for education loans. Plus a further explanation on the Roth catch-up. Or maybe it's just more confusing now.
The Trump Pod
2026/01/14
Powell and Trump go at it, restrictions on corporate housing purchases, Trump accounts and a cap on credit card interest. Plus 60/40 accounts back in vogue, mortgage portability and 7 important numbers.
The Year Past and What's in Store
2026/01/07
Are you kidding? We can tell you what happened but don't expect what will happen next. A strong 2025 across the board, a waiting list for vocational schools and wage garnishment for student loans. The last two may just be connected. Plus everyone seems to leave money in their FSA accounts.
Are You My Mother?
2025/12/22
Surprise Heirs, another scam story and the Student Loan Forgiveness Tax Bomb. Plus problems rich New Yorkers are having leaving, inherited IRA issues and the Nasdaq goes 24/7.
Beware of Finfluencers
2025/12/09
Social Security advice is often not what it seems. Will the Fed cut rates this week, 401(k) millionaires double and young 'uns are investing. Plus Vanguard joins the annuity push in 401(k) plans and gift cards go unused as often as not.
Podcast reviews
Read He Said She Said the Money Guide Podcast podcast 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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