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  • E320: How Much Money Can You Give Your Family Without Paying Gift Tax?

    E320: How Much Money Can You Give Your Family Without Paying Gift Tax?
    Nov 4 2026
    Learn how much you can give family members tax-free in 2026, when you need to file a gift tax return, and smart ways to give, from 529 plans to tuition.
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    16 Min.
  • E319: The Pros and Cons of Using Your Brokerage Account as an Emergency Fund

    E319: The Pros and Cons of Using Your Brokerage Account as an Emergency Fund
    Oct 28 2026
    Can your brokerage account double as an emergency fund? Learn the pros, cons, tax impact, and how to use it as a backup to your cash reserve.
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    17 Min.
  • E318: Open Enrollment Checklist – How to Review Your Employee Benefits

    E318: Open Enrollment Checklist – How to Review Your Employee Benefits
    Oct 21 2026
    Open enrollment is your yearly chance to fix your benefits. Learn how to review health insurance, HSAs, FSAs, your 401(k), life and disability insurance, and more.
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    20 Min.
  • E317: How "Passive Budgeting" Can Help You Even if You Don't Want to Budget

    E317: How "Passive Budgeting" Can Help You Even if You Don't Want to Budget
    Oct 14 2026
    If you hate the idea of budgeting but you don't want to leave everything to chance, is there a middle ground? You're in luck. There is a path that may appeal to you, and I call it "passive budgeting."
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    7 Min.
  • E316: What Is a Trusted Contact on Your Investment Account, and Why Should You Name One?

    E316: What Is a Trusted Contact on Your Investment Account, and Why Should You Name One?
    Oct 7 2026
    What is a trusted contact person on your brokerage account? See why it exists, what your firm can share, and when naming one could protect your savings.
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    12 Min.
  • E315: How to Implement Reverse Budgeting

    E315: How to Implement Reverse Budgeting
    Sep 16 2026
    The best cash flow system is the one you'll actually keep using. For a lot of people, that system is reverse budgeting.
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    11 Min.
  • E314: How Do You Know When You're Ready to Buy a House?

    E314: How Do You Know When You're Ready to Buy a House?
    Sep 2 2026
    It's okay to get excited about the thought of buying a house. It's definitely an emotional experience. But base it on a solid financial foundation and make sure you're ready before making the largest purchase of your life.
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    11 Min.
  • E313: What to Do If You Don’t Have a 401(k)

    E313: What to Do If You Don’t Have a 401(k)
    Aug 26 2026
    Don't let lack of access to a 401(k) keep you from saving and investing for retirement. You've got plenty of options to fill the gap.
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    13 Min.