Money Plan SOS

Money Plan SOS


Latest Episodes

The Ins and Outs of Robo-Investing – Interview with Betterment’s Jon Stein – MPSOS196
August 13, 2015

The Ins and Outs of Robo-Investing Today I am joined by Jon Stein: Husband, father, and founder of Betterment. He studied neurogenesis at Harvard, consulted for First [...]

Less Tax, More Money In Your Paycheck – MPSOS195
August 06, 2015

Do you know why stories of people with $.32 refund checks are in the news? Because they are so rare! Most people want to get [...]

Less Taxes, More Money In Your Paycheck - Running a mid-year tax return can improve your cashflow
August 06, 2015

#195: Do you know why stories of people with $.32 refund checks are in the news? Because they are so rare!  Most people want to get a big tax refund. Getting a huge refund is an extremely inefficient use of money - both for you and for the...

Ace says Skip the Startups and Buy a Business – MPSOS194
July 31, 2015

Ace Chapman is a business owner, but not in the traditional sense. He buys business with the intent of selling them. Although he has an [...]

Ace Chapman Says Skip The Startup and Buy a Business
July 30, 2015

#194: Although he has an entrepreneur’s heart, Ace doesn’t believe anybody should start their own business. It is much easier and profitable to buy an existing business, improve it, and sell it for a profit. Full notes...

What You Need To Know About Self-Directed IRAs – MPSOS193
July 23, 2015

Many people are being lured by the attractiveness of directing their own retirement plans. The trick is to do it right and have an asset, [...]

What You Need To Know About Self-Directed IRA's
July 23, 2015

#193: Many people are being lured by the attractiveness of directing their own retirement plans. The trick is to do it right and have an asset, business, or income-producing entity that makes sense for YOUR retirement planning. Kirk Chisholm is a...

Splaving, and Do Employers Check Credit Scores? Interview with Kai Yaniz – MPSOS192
July 16, 2015

Interview with Kai Yaniz Kai and I have something in common: We both left the comfort of a regular paycheck to focus on helping others [...]

Do Companies Check Credit Scores?
July 16, 2015

#192: Kai used to be responsible for staffing at a firm. She knows first-hand what companies use to check on an applicant's background. While a company may check credit reports, they do not review c

8 Summer Jobs for Teachers and Destination Debt Freedom – MPSOS191
July 09, 2015

In this episode we talk about summer jobs for teachers, a new online accountability course called Destination Debt Freedom, and the Top 10 Financial Oxymorons.   8 Summer Jobs for Teachers  Summer is a great time for teachers to take a break.