Money Plan SOS

Money Plan SOS


Latest Episodes

The 8 Great Mistakes of Investing. Also, Fractional Savings Accounts
August 28, 2015

OG (aka The Other Guy from Stacking Benjamins) joins me to share the 8 Great Mistakes in Investing Full show notes at http://stevestewart.me/8-great-mistakes-of-investing-and-fractional-savings-accounts-mpsos198/ The 8 Great Mistakes of Investing are:...

Matt Ham has Redefined Rich – MPSOS197
August 25, 2015

Matt Ham is an author, speaker, and small business owner. Five words uttered by a nurse changed the way he looks at life – and inspired him to redefine rich. Takeaways from this interview: It’s not how much you give – it’s how you give it (The Widow’s ...

Matt Ham has Redefined Rich
August 20, 2015

Matt Ham is an author, speaker, and small business owner. Five words uttered by a nurse changed the way he looks at life - and inspired him to redefine rich. Full notes with links at http://stevestewart.me/matt-ham-has-redefined-rich/ Takeaways from...

The Ins-and-Outs of Robo-Investing - Interview with Jon Stein
August 13, 2015

Today I am joined by Jon Stein from Betterment.com. Full show notes at http://stevestewart.me/ins-and-outs-of-robo-investing-interview-with-betterments-jon-stein/ Jon and I discuss robo-advisors, why Betterment is so different, and what it takes to...

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 Manhattan Consulting Group for a number of years before founding a game-changing comp...

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 a big tax refund. Big tax refunds aren’t always a good idea Begin playback at Getting a huge refund is an extremely inefficient...

Less Taxes, More Money In Your Paycheck - Running a mid-year tax return can improve your cashflow
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 a big tax refund. Getting a huge refund is an extremely inefficient use of money - both for you and for the government....

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 entrepreneur’s heart, Ace doesn’t believe anybody should start their own business.

Ace Chapman Says Skip The Startup and Buy a Business - MPSOS194
July 30, 2015

Full notes at http://SteveStewart.me/194 _______________________________   Attend this in-person, exclusive event: The Midwest Mastermind on August...

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, business, or income-producing entity that makes sense for YOUR retirement planning.