Radio Show #154: 529s, Social Security

In between the Olympics and your binging on "House of Cards," check out this week's show! We move from college saving to retirement review what the new "MyRA" is all about.

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On this week's show, we help Gil and Evan manage their 529 plans and Jennifer to address the dreaded FAFSA form.

We also tackle Social Security questions with Dale and Joan and help Sheryl determine whether or not she needs a commission-based financial advisor.

And of course, 'tis the season...for taxes...we field  an interesting question from Ronnie about claiming her mother as a dependent.

Thanks to everyone who participated and to Mark, the BEST producer in the world. Let me know if you think we should provide Mark with a little space to vent his various grievances with you...we're considering calling it "Mark's Musings". If you have a financial question, there are lots of ways to contact us:

  • Call 855-411-JILL and we'll schedule time to get you on the show LIVE 
Featured, Radio ShowMark Talercioasset allocation, Credit scores, Financial Advice, investing, IRA, IRA Rollover, lump sum vs annuity, pension