Author Archives: Naomi Wolowitz
One of the primary objectives of financial planning is to ensure that individuals have more than ample spendable cash flow during their retirement years. Navigating the careful balance between spending too much and possibly running out of funds or spending too little and missing out on all the potential joys of retirement is no simple […]
In this episode, the relatable finance guys discuss some financial concepts they use on a daily basis but may not be understood by people who aren’t in the financial industry. They also talk about some common ways of consuming financial advice and the potential downfalls.
In this episode, Shane Phillips talks with Jeremy Hanson of Coldwell Banker Realty to get an update on the South Florida residential real estate market. Topics include the market for buying versus renting, the differences between different South Florida cities and neighborhoods and how the increase in interest rates have affected the market.
The recent collapse of regional banks Silvergate Bank (SIVB), Signature Bank (SBNY) and Silicon Valley Bank (SVB) has sent ripples through the banking sector and fanned talk of a U.S. banking crisis. While the talk of widespread contagion may be understandable due to the memories of the 2008 financial crisis, it is important to put […]
Women spend a significant portion of their lives putting their families first, tending to the needs of husbands, children and aging parents often before themselves. The problem is that as they approach retirement age, many women find themselves without ample savings to carry them through their golden years. According to the U.S. Census Bureau, working […]
According to Pew Research Center, half of adults ages 18 to 29 were living with one or both of their parents in 2022. This was down from a peak of 52% in June 2020 but still significantly higher than the 44 percent who were living with their parents in 2010. While these living arrangements can […]
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It’s been a while, but for the first time in over a decade we can now get more attractive yields on our savings. However, not all banks have raised the rates in line with the Fed’s rate hikes. In this episode, the relatable finance guys consider different options for you cash. […]
Sia Nejad joins the finance guys in discussing how fantasy sports and online gambling have grown considerably in recent years. Changes in regulation at the Federal and State level, coupled with the increased connectivity of mobile devices have opened the door to considerable growth in recent years. And with overwhelming amounts of information, parallels can […]
The beginning of a new year often comes with many changes. For 2023, some of the most significant transformations are occurring in the retirement industry, thanks to the recent passage of the SECURE Act 2.0. While some of the new law’s provisions will not take effect until future years, others will need to be addressed […]