Understanding how much risk to take when it comes to your retirement nest egg is critical to achieving your goals and ideal retirement lifestyle. In this episode, Stephanie explains what risk really means, how to view risk in the context of your portfolio and goals, and how to accurately uncover your personal risk comfort level.
This is the 50th episode of the Midlife Money Gal! In this episode, Stephanie shares her personal thoughts and lessons inspired by the Coronavirus pandemic. This is a real and raw off-the-cuff episode!
During economic downturns, the scammers come out in droves preying on their victims. In this episode, Stephanie shares some of the latest scams to be aware of, how to protect yourself, and what to do if you’re affected.
The Treasury Department has delayed the tax-filing deadline for 2019 to July 15th. If you file an extension (October 15th), your tax bill is still due on July 15th! Also, self-employed 1st and 2nd estimated quarterly taxes are due July 15th. With this being the case, you still have time to take advantage of a few tax-savings opportunities if you are eligible.
The Coronavirus Pandemic has likely changed our economy forever. How should you be positioning yourself and your money for the “new economy”? In this episode, Stephanie shares her thoughts on what we might see going forward, and 7 midlife money moves for the new economy.