Don’t miss tomorrow’s Talk w/Tish and Kelly where we talk how to do your own personal financial reviews!

Do you share details about raises/bonuses/other financial gains with friends or do you keep it to yourself? I have a few friends who will tell me everything from how much money they make to how much their husband spent on them for their bdays to how much their parents make?? To me that feels like bragging/being arrogant. It’s also the way they say it, feels very much like seeking validation to me.

Words to say, questions to ask, things to do when a client who moved their money to year exactly one year ago, blind sides you with ACATS out after you’ve made 13.7% because he is conservative? GO!

If I received 2019 income in 2020, do I need to amend my return? I just received a K-1 for a few thousands that is for income earned in 2019. Not sure if I need to amend or if I can just put it in my

Does the 25X rule take into account long term capital gains tax of 15%? Like if I know I need 40K to survive, do I need $1M, or more to make up for the tax too?

Any story to share if you are caught knowingly or unknowingly trading on a non approved broker platform for stocks

Investment gurus - Appreciate pointers for resources (books, blogs, videos etc.) to read up on investment strategies. Just getting started and could use all the help. 🙏

Hi y’all! I’m a financial educator and my job is to help families in need of financial education! I help anyone on learning how money works here in the US & how to get rid of debt! I offer financial products that help you protect and grow your money. I’d love to help you out in reaching your personal financial needs!
I’m also always looking for people to hire!

What is the best way to handle group financial consolidation in a multinational company?

Anyone has experience in investing through Angellist?

Implications of a PE firm selling and a company bringing on a new investment partner?

Follow up on Rich Dad Poor Dad...General consensus is to buy real estate...So for those of you who have read the book, have you bought any real estate lol?

What's a reasonable average amount for basic cost living in LA (housing, food, transport, phone, internet..) for more context : single, would like to live in an independent studio in a nice area.

What’s the most you would feel comfortable spending on rent in BH/WeHo for a 1bed at $250k TC and no debt?

Tampa lawyers who work downtown: where do you live? Looking to purchase a house soon and am trying to decide between a low commute time (crappier house and a tight move financially) and a longer commute time (nicer house and more comfortable financially). The longer commute time also comes with better public schools, and I want to have kids.

Max out 401k before contributing to taxable brokerage? Roth IRA is already maxed out.

Any good ETFs to invest Roth into?

We bought a condo in February 2022 then as you know prices are going down while rates are flying up 😭 We're quite worried about the value of our home and can't really enjoy it. What's your thoughts about this? PS. First time home buyers 🤫

Hey folks I applied for a credit card they were asking for official mailid is it legal to provide bank mailid for credit card processing?

This is my first yr having access to an FSA through my wife’s benefits. Trying to decide on an amount to contribute and it’s tough. We may or may not get pregnant this year and that’s a huge. Cont..

Looking to buy a practice in the St. Louis, MO area if an advisor is ready to consider retirement, could transition over 1-3 years as desired.

What are the plans for return to office? Any ideas.

Need some help, send a dm.

Do small law firms have paralegal managers?

Hi Guyz, Need advice

I have expertise in Mobile application
development.
I know android ,flutter and react native.
But as I am progressing in my career I get
to know I love doing coding for business
logic rather then Ul part.

So I am planning to learn any backend
technology as well. I am thinking to start
learning nodejs. I just know Javascript
and totally freshie in backend.
Is it good idea to learn any backend.
technology and what technology I should
go for nodejs, dot net or anything else.

Run Joe Run!! Run Joe Run :)

I have started my career in backend web development. (NodeJS)
It's been one year.
So far I like what I'm doing.
However I hear so many stories of how people in cloud , ML or data science earn huge packages.
So, to survive or earn well, should I consider switching to any of these ?
If possible could you help me with what to learn and any resources for that ?

Hi guys , Iam holding an offer with Comcast 12.5 lpa (12 fixed) and Empower retirement 16 LPA (14 fixed) . Iam very much confused. Please provide some suggestions on which one to choose?

Looking for Devops eng role.
Exp- 1.5 year.
Tech stack- AWS DevOps.
Any lead would be helpful

New to ofc… no Frnd’s at c2 Bangalore location…. Team is distributed across diff locations.. Ping me if in same boat and want to catch up.,..

What's the salary band for associate consultant and consultant at KPMG global services for a person in a technology team (advisory/consulting)?

Never thought that there would be so many haters in the workplace - what happened to being happy with your own success AND the success of others on your team.

I’m in the midst of the interview process at KPMG. What is the expected salary for Manager level in the risk space?

Who’s working out Monday morning? 😤😤😤

Hello Guys,
How much appraisal hike you all have got in this cycle?
In my case they provided very less hike of 3% and I have done so much work.

Before how many should I inform the onboarding HR if I want to postpone the joining date from Friday to next Monday ( from 26th Aug to 29th Aug )
Is it an easy process or can also be declined ?

I want to make tons of money to be able to have freedom of time for service. The recovery community is my main gig. What types of service do you enjoy and why?
What is your WHY! Please share?

If the traditional 60-40 stocks/bonds portfolio is getting crushed, what can we do to add market volatility control during these weird economic times?

Great question! And without getting too much into monetary policy.... Fed rates are set by the Federal Reserve which banks use to charge each other to borrow money. A lot of times these rates move together, however, a Fed rate increase does not instantaneously change the rates the bank offers.

Other types of savings account have seen an increase this year such as online savings accounts and fixed annuities.

Welcome to The Financial Life! I am excited to meet a variety of individuals, families and businesses to talk MOnEY! As you know, growing money is one thing but keeping it is a whole different game!

What are your experiences with IUL?

I am looking for a tool to help with determining how much money I will need monthly when I retire. Any suggestions?