Ask Peggy Doviak About Your Finances!: Recent Episodes
Peggy Doviak
Welcome to "Ask Peggy Doviak About Your Finances!" This channel offers Peggy's weekly radio show and is divided into four sections:
Bulls and Bears Market Report and Economic Update, Legislative Update, Plan Your Prosperity Ask Peggy--your opportunity to ask a question!
When Peggy Doviak’s mother got taken to the cleaners by an unscrupulous stock broker, Peggy got mad. She was so angry that she changed careers from corporate training to financial planning because she wanted to ensure that what happened to her mother never happened to anyone else.
She earned her CERTIFIED FINANCIAL PLANNER(TM) practitioner designation and went on to earn a Master’s in Finance, Financial Analysis, even though she already had a Ph.D. in education. Active in her profession, Peggy is a member of the Women in Finance (WIN) Initiative of the CFP Board. She is also a consumer advocate for financial issues, including a mandatory fiduciary duty from financial professionals, through her membership on the Legislative and Regulatory Issues Committee of the Financial Planning Association.
However, perhaps Peggy’s greatest shaping of the profession has come through staying in education. She has taught literally thousands of financial advisers in classes covering advanced certifications, the preparatory curriculum for the CFP exam, and master’s level courses in financial planning.
Although Peggy Doviak can’t keep every consumer safe, she keeps trying.
Learn more at www.peggydoviak.com!
All of the information on this channel is educational, not investment advice. Investing is risky, and you can lose money, and past performance is not indicative of future performance. Consult your financial team before implementing any ideas you learn here.
This week's show features the following topics:
- Social Security Viability
- Climate Disclosure Rules
- Planning Your Summer Vacation
- What’s Negative Election?
Debt Ceiling Again, Emailed Financial Docs, Look Up! Be Brave! Happy Mother's Day!
https://www.investmentnews.com/top-democrat-opposes-bill-facilitating-e-delivery-of-investment-documents-236875
52 Weeks to Well-Being, "Chapter One"
- Rate Hike Pause
- Accredited Investor Rules
- Tips for Graduates
- Avoiding Fraud
https://www.investmentnews.com/house-committee-oks-bills-expanding-pool-of-sophisticated-investors-236843
Frustrating Markets, Slaughtering Pigs (Metaphorically), Planning for Severe Weather, Default funds in 401(k)s
Recession Relief, Dinner and a Sell, Inherited RMDs Clarified, Tax Returns vs Tax Liability
FDIC Limits, Beware Celebrity Endorsements, Emergency Funds, Taxes on Investments that Lost Money in 2022
This week's show features
- What's a Pump and Dump Scheme?
- Will Congress Forgive Student Loan Debt?
- How Do You Talk to Your Partner About Money?
- Are Gifts to Your Partner Taxable?
https://www.thinkadvisor.com/2021/02/05/lawsuit-alleges-broad-conspiracy-on-gamestop-trading-restrictions/?kw=Lawsuit%20Alleges%20Broad%20Conspiracy%20on%20GameStop%20Trading%20Restrictions&utm_source=email&utm_medium=enl&utm_campaign=dailywire_2storytemplate&utm_content=20210205&utm_term=tadv
"Ask Peggy About Your Finances" helps people understand their money. Each week, Peggy Doviak explains the stock market, financial legislation, and financial planning topics. Listeners can also submit questions to www.askpeggy.com.
This week's show focuses on
- What's Up With Bitcoin
- Summarizing Recent Biden Appointees
- Saving Enough For Retirement
- Roth Taxability Summary
https://www.reuters.com/article/crypto-currencies-int-idUSKBN29R02K
"Ask Peggy About Your Finances" helps people understand their money. Each week, Peggy Doviak explains the stock market, financial legislation, and financial planning topics. Listeners can also submit questions to www.askpeggy.com.
This weeks topics:
- Market Surprises and Investing
- Understanding the New PPP
- Choosing a Financial Adviser
- Trading in an IRA
www.thinkadvisor.com/2021/01/08/new-ppp-loans-questions-and-answers/?kw=New%20PPP%20Loans:%20Questions%20and%20Answers&utm_source=email&utm_medium=enl&utm_campaign=dailywire_2storytemplate&utm_content=20210108&utm_term=tadv
"Ask Peggy Doviak About Your Finances" helps people understand their money. Each week, Peggy Doviak explains the stock market, financial legislation, and financial planning topics. Listeners can also submit questions to www.askpeggy.com.
This week's show features the follow segments:
- COVID Relief Update
- 401k Rollover Legislation
- Financial Goals for 2021
- Retirement Distributions
"Ask Peggy About Your Finances" helps people understand their money. Each week, Peggy Doviak explains the stock market, financial legislation, and financial planning topics. Listeners can also submit questions to www.askpeggy.com.
Show for Week of 12/14/2020
- Market Report and Pricing Nontraded REITs
- Changes in Advertising Laws for Investment Advisors
- PNI's 12 Days of Christmas Price Index
- Ask Peggy About the Fine Print in Insurance Policies
Credit: https://www.pnc.com/en/about-pnc/topics/pnc-christmas-price-index.html#about
"Ask Peggy About Your Finances" helps people understand their money. Each week, Peggy Doviak explains the stock market, financial legislation, and financial planning topics. Listeners can also submit questions to www.askpeggy.com.
- Last Week's Job Numbers, Stimulus, and Fed Action
- Student Loan Repayment and PPP's Impact on Tax Deductions
- Fun Financial Facts About Christmas
- Ask Peggy About Federal Reserve Actions
https://www.opploans.com/blog/20-weird-financial-facts-about-christmas/
"Ask Peggy About Your Finances" helps people understand their money. Each week, Peggy Doviak explains the stock market, financial legislation, and financial planning topics. Listeners can also submit questions to www.askpeggy.com.
- Market Expectations for the Rest of 2020
- Financial Regulation Under a Biden Administration
- Investor Behavior in 2020
- Why Use the Word Prosperous?
https://www.schwabfunds.com/befi-barometer-2020
"Ask Peggy About Your Finances" helps people understand their money. Each week, Peggy Doviak explains the stock market, financial legislation, and financial planning topics. Listeners can also submit questions to www.askpeggy.com.
- What are the markets doing before the election?
- Are you investing or gambling?
- Why are socially conscious funds being blocked from 401k plans?
- How do I choose a small business retirement plan?
- How can I tell real investment news from hype and lies?
- What do money managers expect for 2021 and beyond?
- How has COVID impacted individual's financial situations?
- What steps can I take so my money won't be scary?
- How much can my heirs inherit without fear of estate tax?
https://www.marketwatch.com/articles/u-s-money-managers-like-the-outlook-for-stocks-51602895185
https://www.pewsocialtrends.org/2020/04/21/about-half-of-lower-income-americans-report-household-job-or-wage-loss-due-to-covid-19/
"Ask Peggy About Your Finances" helps people understand their money. Each week, Peggy Doviak explains the stock market, financial legislation, and financial planning topics. Listeners can also submit questions to www.askpeggy.com.
- Why does the market go down when I thought it would go up?
- How do the new IRA contribution rules work?
- What's the 2020 Social Security COLA?
- What happened to Chadwick Boseman's estate?
https://www.irs.gov/pub/irs-drop/n-20-68.pdf
https://www.marketwatch.com/story/black-panther-star-chadwick-boseman-didnt-have-a-will-like-many-americans-2020-10-16?mod=home-page
"Ask Peggy About Your Finances" helps people understand their money. Each week, Peggy Doviak explains the stock market, financial legislation, and financial planning topics. Listeners can also submit questions to www.askpeggy.com.
- Market Summary for October 5-9, 2020
- Earnings and the S&P 500
- Earnings Season Explained
- What's the P/E Ratio?
- Repaying the PPP
- Funding Your 401(k)
https://www.marketwatch.com/story/us-corporate-earnings-reports-will-shine-a-light-on-the-uneven-playing-field-in-the-year-of-the-pandemic-2020-10-09?mod=home-page
"Ask Peggy About Your Finances" helps people understand their money. Each week, Peggy Doviak explains the stock market, financial legislation, and financial planning topics. Listeners can also submit questions to www.askpeggy.com.
- Market Review for Q3 and YTD 2020
- Why Aren't RIAs using the term "Fiduciary"?
- Biden's Tax Proposal
- Remembering my Friend Randy Laffoon
https://www.investmentnews.com/rias-fiduciary-standard-websites-197618
https://www.kitces.com/blog/biden-tax-plan-cuts-democrat-proposal-capital-gains-396-increase-estate-exemption-retirement-credit/?utm_source=rss&utm_medium=rss&utm_campaign=biden-tax-plan-cuts-democrat-proposal-capital-gains-396-increase-estate-exemption-retirement-credit&utm_source=Nerd%E2%80%99s+Eye+View+%7C+Kitces.com&utm_campaign=ea8a9fd9db-NEV_MAILCHIMP_LIST&utm_medium=email&utm_term=0_4c81298299-ea8a9fd9db-57033753
"Ask Peggy About Your Finances" helps people understand their money. Each week, Peggy Doviak explains the stock market, financial legislation, and financial planning topics. Listeners can also submit questions to www.askpeggy.com.
This show is Vol. 9, featuring some of the best questions submitted to the "Ask Peggy" show.
"Ask Peggy About Your Finances" helps people understand their money. Each week, Peggy Doviak explains the stock market, financial legislation, and financial planning topics. Listeners can also submit questions to www.askpeggy.com.
- Market Report, the Fed, and Money Laundering Scandal
- Senior Exploitation Update
- College Entrance and Funding Success Outside the 529
- What's Quadruple Witching?
"Ask Peggy About Your Finances" helps people understand their money. Each week, Peggy Doviak explains the stock market, financial legislation, and financial planning topics. Listeners can also submit questions to www.askpeggy.com.
https://www.federalreserve.gov/newsevents/pressreleases/monetary20200916a.htm
https://www.thinkadvisor.com/2020/09/18/finra-advances-rules-on-senior-exploitation-e-signatures/
- What happened to the markets in September?
- Why does the new bill protect high mutual fund fees?
- What's the real scoop behind the payroll tax holiday?
- Should I take net unrealized appreciation?
https://www.investmentnews.com/congressman-mutual-fund-fee-litigation-196925
www.irs.gov/pub/irs-drop/n-20-65.pdf
https://www.washingtonpost.com/business/2020/08/10/social-security-payroll-tax-cut/
"Ask Peggy About Your Finances" helps people understand their money. Each week, Peggy Doviak explains the stock market, financial legislation, and financial planning topics. Listeners can also submit questions to www.askpeggy.com.
- Market Report for August 2020 and Active vs. Passive Fund Management
- SEC Changes to Accredited Investor Rules
- How Your Finances Resemble a Football Game
- Ask Peggy(r) about Net Unrealized Appreciation
"Ask Peggy About Your Finances" helps people understand their money. Each week, Peggy Doviak explains the stock market, financial legislation, and financial planning topics. Listeners can also submit questions to www.askpeggy.com.
- Market Update for Week Ending 8/14/20 with a Discussion on Rational Investors
- Legislative Update on Working with an Adviser and the Importance of Voting
- Getting Your Finances in Order Before the Holidays
- The Importance of a Banking Relationship
"Ask Peggy About Your Finances" helps people understand their money. Each week, Peggy Doviak explains the stock market, financial legislation, and financial planning topics. Listeners can also submit questions to www.askpeggy.com.
- Market Data for Week of 8/7/20 and Clients' Expectations of Financial Advisers
- Legislative Update on the Latest Covid Relief Actions (Including Pres. Trump's Weekend Announcement)
- Plan Your Prosperity on Education Funding
- Ask Peggy® About Charitable Giving
- Bulls and Bears Market Report with a Discussion on the Dollar
- Legislative Update on New COVID Relief and Biden's Economic Plan
- How Does Your Financial Garden Grow?
- Ask Peggy What Documents Your Financial Planner Would Need
"Ask Peggy About Your Finances" helps people understand their money. Each week, Peggy Doviak explains the stock market, financial legislation, and financial planning topics. Listeners can also submit questions to www.askpeggy.com.
- Market Report from 7/17/20 with Fed Chair Opinions
- Legislative Update on Future Stimulus Package
- Plan Your Prosperity on Calculating Life Insurance Need
- Ask Peggy About Home Owner's Insurance Coverage.
"Ask Peggy About Your Finances" helps people understand their money. Each week, Peggy Doviak explains the stock market, financial legislation, and financial planning topics. Listeners can also submit questions to www.askpeggy.com for the "Ask Peggy" segment.
- Market Outlook for the 2nd Half of 2020
- Legislative Update on new DOL proposal on adviser behavior
- Plan Your Prosperity to Avoid Charitable Donations Scams and Mistakes
- Ask Peggy(r) About Deducting IRA Contributions
Quarterly and YTD Market Data
Why Did My Bond Fund go Up When Yields Went Down?
Legislative Update on 2020 RMD Reversal
Investing and Fireworks
Ask Peggy About Target Date Glide Paths
Bulls and Bears Report on Weekly Stock Data, Unemployment Data and Revision; Legislative Update on New DOL Fiduciary Standard; Plan Your Prosperity on Advanced Directives; Ask Peggy About the CARES Act and Student Loan Debt
"Ask Peggy About Your Finances" helps people understand their money. Each week, Peggy Doviak explains the stock market, financial legislation, and financial planning topics. Listeners can also submit questions to www.askpeggy.com for the "Ask Peggy" segment. The information is educational, not investment advice. Investing is risky, and you can lose money. Talk to your financial team before you implement any ideas you hear.
Bulls and Bears Economic Update: Jerome Powell discusses the pandemic; Legislative Update: the recent House stimulus package; Plan Your Prosperity: How to calculate your cash flow; Ask Peggy: How to file for unemployment if you are self employed or a gig worker.
"Ask Peggy About Your Finances" helps people understand their money. Each week, Peggy Doviak explains the stock market, financial legislation, and financial planning topics. Listeners can also submit questions to www.askpeggy.com for the "Ask Peggy" segment. The information is educational, not investment advice. Investing is risky, and you can lose money. Talk to your financial team before you implement any ideas you hear.
This is a NEW show discussing
- The stock market action since February
- Using the CARES act to take COVID 19-related retirement distributions with favorable tax treatment
- What to do if you lose your job
- Navigating the Payroll Protection Program as a small business owner
"Ask Peggy About Your Finances" helps people understand their money. Each week, Peggy Doviak explains the stock market, financial legislation, and financial planning topics. Listeners can also submit questions to www.askpeggy.com for the "Ask Peggy" segment. The information is educational, not investment advice. Investing is risky, and you can lose money. Talk to your financial team before you implement any ideas you hear.
This show, Vol. 6 of the "Best of Ask Peggy," features some of the best questions submitted to the show.
"Ask Peggy About Your Finances" helps people understand their money. Each week, Peggy Doviak explains the stock market, financial legislation, and financial planning topics. Listeners can also submit questions to www.askpeggy.com for the "Ask Peggy" segment. The information is educational, not investment advice. Investing is risky, and you can lose money. Talk to your financial team before you implement any ideas you hear.
I was interviewed today on the T-Row in the Morning Show on SportsTalk 1400 in Norman, OK! Give them a follow @Sportstalk1400.
We talked about the CARES Act stimulus package and the economic impact of the Coronavirus.
Best of "Ask Peggy," Vol. 9 features some of the best questions submitted to the "Ask Peggy About Your Finances Show."
"Ask Peggy About Your Finances" helps people understand their money. Each week, Peggy Doviak explains the stock market, financial legislation, and financial planning topics. Listeners can also submit questions to www.askpeggy.com for the "Ask Peggy" segment. The information is educational, not investment advice. Investing is risky, and you can lose money. Talk to your financial team before you implement any ideas you hear.
This is the "Best of the Ask Peggy Show," episode 7, featuring some of the best questions submitted to the Ask Peggy About Your Finances Show.
"Ask Peggy About Your Finances" helps people understand their money. Each week, Peggy Doviak explains the stock market, financial legislation, and financial planning topics. Listeners can also submit questions to www.askpeggy.com for the "Ask Peggy" segment. The information is educational, not investment advice. Investing is risky, and you can lose money. Talk to your financial team before you implement any ideas you hear.
Bulls and Bears Stock Market Report and Analysis of Federal Reserve Actions This Week; Legislative Update on Potential Actions to Spur Economy; Plan Your Prosperity Looking at Risk in a Portfolio; Ask Peggy About "Black Swan Events"
"Ask Peggy About Your Finances" helps people understand their money. Each week, Peggy Doviak explains the stock market, financial legislation, and financial planning topics. Listeners can also submit questions to www.askpeggy.com for the "Ask Peggy" segment. The information is educational, not investment advice. Investing is risky, and you can lose money. Talk to your financial team before you implement any ideas you hear.
Bulls and Bears Market and Economic Update Week Ending 3/6/2020; Legislative Update on CFP(r) certificant fee disclosure; Plan Your Prosperity on how to evaluate information; Ask Peggy how to make investment decisions.
"Ask Peggy About Your Finances" helps people understand their money. Each week, Peggy Doviak explains the stock market, financial legislation, and financial planning topics. Listeners can also submit questions to www.askpeggy.com for the "Ask Peggy" segment. The information is educational, not investment advice. Investing is risky, and you can lose money. Talk to your financial team before you implement any ideas you hear.
How Much Risk Are You Taking for that Return? Keeping Informed on Political Issues; Talking to Your Parents About Money; Ask Peggy About Cash Charitable Donations
https://www.fa-mag.com/news/adult-kids-clueless-about-boomer-parent-retirement-savings--ageup-says-54062.html?section=43&utm_source=FA+Subscribers&utm_campaign=04b2f8b6b8-FAN_Millennial_ColumbiaThread_TDA_021820&utm_medium=email&utm_term=0_6bebc79291-04b2f8b6b8-222682557
"Ask Peggy About Your Finances" helps people understand their money. Each week, Peggy Doviak explains the stock market, financial legislation, and financial planning topics. Listeners can also submit questions to www.askpeggy.com for the "Ask Peggy" segment. The information is educational, not investment advice. Investing is risky, and you can lose money. Talk to your financial team before you implement any ideas you hear.
"Volatility" and Market Misperceptions; Regulation Best Interest Clarified for Sophisticated Investors and Annuities; Planning Your Summer Vacation; Ask Peggy About Blended Funds
"Ask Peggy About Your Finances" helps people understand their money. Each week, Peggy Doviak explains the stock market, financial legislation, and financial planning topics. Listeners can also submit questions to www.askpeggy.com for the "Ask Peggy" segment. The information is educational, not investment advice. Investing is risky, and you can lose money. Talk to your financial team before you implement any ideas you hear.
January 2020 Market Report and the Coronavirus; Legislative Update on RMD brokerage paperwork and Changes to FICO Scores; Plan Your Prosperity About Substantially Equal Periodic Payments; Ask Peggy About Risk in Retirement
"Ask Peggy About Your Finances" helps people understand their money. Each week, Peggy Doviak explains the stock market, financial legislation, and financial planning topics. Listeners can also submit questions to www.askpeggy.com for the "Ask Peggy" segment. The information is educational, not investment advice. Investing is risky, and you can lose money. Talk to your financial team before you implement any ideas you hear.
Davos Global Economic Forum Focuses on Climate Change and AI; Legislative Update on Social Security COLA, Disability Qualification Changes, and Potential Social Security Cuts; The SECURE Act Snaps Back Stretch IRAs; Ask Peggy About Target Date Glide Paths
https://www.weforum.org/about/world-economic-forum
https://www.weforum.org/agenda/2020/01/top-stories-from-the-week-in-davos-2020/
https://www.thinkadvisor.com/2020/01/23/social-security-medicare-easiest-to-cut-trump-says/?kw=Social%20Security%2C%20Medicare%20%27Easiest%27%20to%20Cut%2C%20Trump%20Says&utm_source=email&utm_medium=enl&utm_campaign=newsroomupdate&utm_content=20200123&utm_term=ta
"Ask Peggy About Your Finances" helps people understand their money. Each week, Peggy Doviak explains the stock market, financial legislation, and financial planning topics. Listeners can also submit questions to www.askpeggy.com for the "Ask Peggy" segment. The information is educational, not investment advice. Investing is risky, and you can lose money. Talk to your financial team before you implement any ideas you hear.
Financial Goals Come From Dreams; Legislative Update Summarizing FAQs about SEC's Regulation Best Interest; Plan Your Prosperity About Medicare; Ask Peggy About Financial Planning When You're Young
"Ask Peggy About Your Finances" helps people understand their money. Each week, Peggy Doviak explains the stock market, financial legislation, and financial planning topics. Listeners can also submit questions to www.askpeggy.com for the "Ask Peggy" segment. The information is educational, not investment advice. Investing is risky, and you can lose money. Talk to your financial team before you implement any ideas you hear.
Bulls and Bears Market and Economic Update--2019 Summary Legislative Update summarizing issues for 2020 Plan Your Prosperity on Employee Benefits Ask Peggy About SECURE Act changes to IRA beneficiaries
"Ask Peggy About Your Finances" helps people understand their money. Each week, Peggy Doviak explains the stock market, financial legislation, and financial planning topics. Listeners can also submit questions to www.askpeggy.com for the "Ask Peggy" segment. The information is educational, not investment advice. Investing is risky, and you can lose money. Talk to your financial team before you implement any ideas you hear.
This show, Volume #6, features some of the best questions submitted to the "Ask Peggy About Your Finances Show."
"Ask Peggy About Your Finances" helps people understand their money. Each week, Peggy Doviak explains the stock market, financial legislation, and financial planning topics. Listeners can also submit questions to www.askpeggy.com for the "Ask Peggy" segment. The information is educational, not investment advice. Investing is risky, and you can lose money. Talk to your financial team before you implement any ideas you hear.
Bulls and Bears Market Report for Week Ending 12/20/2019; Legislative Update on the Brand-New Secure Act Passage; Plan Your Prosperity on Keeping Financial New Year's Resolutions; Ask Peggy About Santa Claus Rallies
"Ask Peggy About Your Finances" helps people understand their money. Each week, Peggy Doviak explains the stock market, financial legislation, and financial planning topics. Listeners can also submit questions to www.askpeggy.com for the "Ask Peggy" segment. The information is educational, not investment advice. Investing is risky, and you can lose money. Talk to your financial team before you implement any ideas you hear.
Bulls and Bears Market Report for week ending 12/13/2019 and Federal Reserve outlook; Legislative Update on Sen. Paul's college funding bill and how the SEC was duped; Plan Your Prosperity on company retirement plans; Ask Peggy about beneficiaries with different ages.
Federal Reserve statement: https://www.federalreserve.gov/mediacenter/files/FOMCpresconf20191211.pdf
"Ask Peggy About Your Finances" helps people understand their money. Each week, Peggy Doviak explains the stock market, financial legislation, and financial planning topics. Listeners can also submit questions to www.askpeggy.com for the "Ask Peggy" segment. The information is educational, not investment advice. Investing is risky, and you can lose money. Talk to your financial team before you implement any ideas you hear.
Bulls and Bears: Realistic Portfolio Expectations; Legislative Update: Massachusetts on Verge of Fiduciary Rule; Plan Your Prosperity: Ins and Outs of IRAs; Ask Peggy: Adequate Homeowner's Insurance
"Ask Peggy About Your Finances" helps people understand their money. Each week, Peggy Doviak explains the stock market, financial legislation, and financial planning topics. Listeners can also submit questions to www.askpeggy.com for the "Ask Peggy" segment. The information is educational, not investment advice. Investing is risky, and you can lose money. Talk to your financial team before you implement any ideas you hear.
This show features some of the best questions submitted to the "Ask Peggy Doviak About Your Finances" podcast.
"Ask Peggy About Your Finances" helps people understand their money. Each week, Peggy Doviak explains the stock market, financial legislation, and financial planning topics. Listeners can also submit questions to www.askpeggy.com for the "Ask Peggy" segment. The information is educational, not investment advice. Investing is risky, and you can lose money. Talk to your financial team before you implement any ideas you hear.
Bulls and Bears Market and Economic Update for Week Ending 11/15/2019; Legislative Update on Changes in your IRA Required Minimum Distributions; Plan Your Prosperity on What It Means to be Prosperous; Ask Peggy How to Avoid Holiday Stress
"Ask Peggy About Your Finances" helps people understand their money. Each week, Peggy Doviak explains the stock market, financial legislation, and financial planning topics. Listeners can also submit questions to www.askpeggy.com for the "Ask Peggy" segment. The information is educational, not investment advice. Investing is risky, and you can lose money. Talk to your financial team before you implement any ideas you hear.
Bulls and Bears Market Report for Week Ending 11/8/2019 Legislative Update on SEC concerns with Target Date Funds and Self-Directed IRAs Plan Your Prosperity on the Rule of 72 Ask Peggy About Disability Insurance
"Ask Peggy About Your Finances" helps people understand their money. Each week, Peggy Doviak explains the stock market, financial legislation, and financial planning topics. Listeners can also submit questions to www.askpeggy.com for the "Ask Peggy" segment. The information is educational, not investment advice. Investing is risky, and you can lose money. Talk to your financial team before you implement any ideas you hear.
Bulls and Bears Market and Economic Update for October 2019 along with Federal Reserve policy discussion; Legislative Update on new DOL fiduciary efforts and Federal Reserve oversight by Congress; Plan Your Prosperity on realistic market returns; Ask Peggy about reitrement savings rules of thumb.
"Ask Peggy About Your Finances" helps people understand their money. Each week, Peggy Doviak explains the stock market, financial legislation, and financial planning topics. Listeners can also submit questions to www.askpeggy.com for the "Ask Peggy" segment. The information is educational, not investment advice. Investing is risky, and you can lose money. Talk to your financial team before you implement any ideas you hear.
Bulls and Bears Market Report Week Ending October 25, 2019 Hong Kong Recession Reviewing Your Risk Tolerance
Legislative Update Is the SECURE Act Dying?
Plan Your Prosperity Organizing Your Assets from Beyond the Grave
Ask Peggy How to Teach Keep Your Money from Being Scary Submit a Question to askpeggy.com
"Ask Peggy About Your Finances" helps people understand their money. Each week, Peggy Doviak explains the stock market, financial legislation, and financial planning topics. Listeners can also submit questions to www.askpeggy.com for the "Ask Peggy" segment. The information is educational, not investment advice. Investing is risky, and you can lose money. Talk to your financial team before you implement any ideas you hear.
Bulls and Bears Market Report for Week Ending October 18, 2019; Legislative Update on FINRA BrokerCheck and Clearer Financial Disclosures; Plan Your Prosperity on Creating an Investment Portfolio; Ask Peggy How to Teach Your Children to be Generous .
"Ask Peggy About Your Finances" is designed to help people understand the stock market, financial legislation, and financial planning topics. Listeners can submit questions for the "Ask Peggy" segment. The information is educational, not investment advice. Investing is risky, and you can lose money. Talk to your financial team before you implement any ideas you hear.
Market Update for week ending 9/20/2019; Legislative Update on the Consumer Financial Protection Bureau; Plan Your Prosperity on homeowner's insurance tips; Ask Peggy about cryptocurrencies.
Bulls and Bears Market and Economic Update for Week Ending 8/23/2019, including discussion of volatility; Financial legislation including Emergency Economic Powers Act of 1977 and Softening the Volcker Rule; Plan Your Prosperity on Paying for Long-Term Care; Ask Peggy What Happens When the Fed Lowers Interest Rates.
This show is designed to help people understand the stock market, financial legislation, and financial planning topics. Listeners can submit questions for the "Ask Peggy" segment. The information is educational, not investment advice. Investing is risky, and you can lose money. Talk to your financial team before you implement any ideas you hear.
Bulls and Bears Market Report for Week ending 8/16/2019--includes "inverted yield curve" definition; Legislative Update on CFP Board disclosure of certificant FINRA violations & SEC error in annuity definition; Plan Your Prosperity on disability insurance; Ask Peggy when small business retirement plan funding is due.
Bulls and Bears Market Update for the Week Ending 8/2/2019; Legislative Update on Home Equity Loans and Ponzi Schemes; Plan Your Prosperity on Selecting Appropriate Life Insurance; Ask Peggy About Cryptocurrency.
This show is designed to help people understand the stock market, financial legislation, and financial planning topics. Listeners can submit questions for the "Ask Peggy" segment. The information is educational, not investment advice. Investing is risky, and you can lose money. Talk to your financial team before you implement any ideas you hear.
Bulls and Bears Market Report for Week Ending July 19, 2019; Legislative Update on Nomination of Eugene Scalia for Labor Secretary and Representative Pressley's Legislation for Student Borrowers; Plan Your Prosperity on Not Keeping Up With the Joneses; Ask Peggy About Buying Term Insurance and Investing the Difference
This show is educational, not investing advice. Investing is risky, and you can lose money. Talk to your financial team about what strategies will work best for you.
Bulls and Bears Market Report for Week Ending 7/12/2019; Legislative Update on SEC "Best Interest" Definition (or lack thereof) and Alex Acosta's Resignation and the Fiduciary Rule; Plan Your Prosperity on Saving for Holidays and Vacation; Ask Peggy How to Tell Children You Can't Afford Something.
This show is educational, not investing advice. Investing is risky, and you can lose money. Talk to your financial team about what strategies will work best for you.
Bulls and Bears Market Report for Week Ending 7/5/2019
Legislative Update on Massachusetts Fee Disclosures
Plan Your Prosperity on Investing in Fireworks
Ask Peggy How to Save For Retirement if Your Employer Does Not Have a Plan
This show is educational, not investing advice. Investing is risky, and you can lose money. Talk to your financial team about what strategies will work best for you.
Bulls and Bears Market Report discussing G20 and interest rates; Legislative Update on House of Rep. actions concerning Reg BI; Plan Your Prosperity on raising your credit score; Ask Peggy about retirement spending rules of thumb.
This show is educational, not investment advice. Investing is risky, and you can lose money. Discuss any ideas with your financial team before implementation.
Market Report for week ending 6/21/2019; Legislative Update on fiduciary language in Reg BI; Plan Your Prosperity on Paying off Debt; Ask Peggy how to take required minimum distributions (RMDs).
Weekly personal finance and financial planning show that is educational, not investing advice.
Bulls and Bears Market Report for the week ending 6/14/2019; Legislative Update on "Reg BI" and lenders; Plan Your Prosperity on saving money; Ask Peggy about actions by the Federal Reserve.
Weekly personal finance and financial planning show that is educational, not investing advice.
Bulls and Bears Market Report for 6/7/2019; Legislative Update on SEC Reg BI; Plan Your Prosperity on Saving an Emergency Fund; Ask Peggy How to Spend Less Than You Earn.
Weekly personal finance and financial planning show that is educational, not investing advice.
Bulls and Bears Market Report 5/17/2019; Tariff Mania!; Impact or Not of Corporate Regulation; Plan Your Prosperity on Budgets; Ask Peggy How to Plan Your Wedding on a Budget
Bulls and Bears Market Report for Week ending 5/3/2019 with Economic Update on the Jobs Report; Legislative Update on Federal Reserve Board; Plan Your Prosperity through Making Good Financial Goals; Ask Peggy What to do When You Graduate From College
This show features some of the best questions submitted to "Ask Peggy Doviak About Your Finances"!
Bulls & Bears Market Report For Week Ending 4/12/19; Legislative Update on Peggy's trip to OK capitol, proposed caregiver legislation, and SEC investor education; Plan Your Prosperity on charitable giving; Ask Peggy how to tell research and awards from marketing
Bulls and Bears Market Report for Q1 2019; Legislative Update on Peggy at OK Capitol and Fair Lending Practices; Plan Your Prosperity on Apps v Paper: How to Keep Financial Records; Ask Peggy About Funding Your IRA
Bulls and Bears Market Report for Week ending March 29, 2019 with Brexit and Market Impacts;Legislative Update on the New Head of the CFPB & Changes to Fannie Mae and Freddie Mac; Plan Your Prosperity on Education Planning; Ask Peggy About Broken Resolutions
Bulls and Bears Market Report for week ending 3/22/2019; Legislative Update on Lump-Sum Distributions in Defined Benefit Plans; Plan Your Prosperity on Identity Theft; Ask Peggy About Financial Planning in Severe Weather or Natural Disasters
Bulls and Bears Market Report for Week Ending 2/15/2019; Legislative Update on Nevada Fiduciary Rule; Plan Your Prosperity on Selling Your Primary Residence; Ask Peggy About Target Date Funds
Bulls and Bears Report for 1/25/2019; Legislative Update Summarizing Key Components of Tax Cuts and Jobs Act; Ask Peggy About Wills and Probate; Plan Your Prosperity on Itemizing Deductions After the TCJA
Bulls and Bears Market and Economic Update for Week Ending 1/11/2019; Legislative Update on the Impact of the Shutdown on Filing Your Taxes and Getting a Mortgage; Plan Your Prosperity on Owning a Home; Ask Peggy How to Set Good Financial Goals
Bulls and Bears Market Report and Economic Update for 2018 data; Legislative Update on the Government Shutdown; Plan Your Prosperity on New Year's Resolutions; Ask Peggy What to do When You Lose Your Job
Happy New Year! This week's podcast features a "Best of" questions submitted to the show.
Bulls and Bears Market Report for Week Ending 11/30/2018; Legislative Update on SEC and DOL Best Interest Rules & Brokerage Firm Encouraging Clients to Stay in Debt; Plan Your Prosperity on the 12 Days of Christmas! Special thanks to the PNC site that provided information used today: https://www.pnc.com/en/about-pnc/topics/pnc-christmas-price-index.html; Ask Peggy About Qualified Charitable Donations
Bulls and Bears Market Report; Legislative Update After the Midterms; Plan Your Prosperity on Holiday Spending for Children; Ask Peggy About the Santa Claus Rally and Ask Peggy About End of Year Giving
Thanksgiving Edition of Ask Peggy Show featuring market data from the week ending 11/8, financial legislation, and remembering that prosperity is more than money!
Bulls and Bears Market Report for Week Ending November 2, 2018; Legislative Update on New Business Meal Rules and ETF Classification; Plan Your Prosperity on Understanding Income Taxes; Ask Peggy What Needs to Be Done By the End of the Year (Abbreviated Version)
Bulls and Bears Market Report for Week Ending 10/26/2018; Legislative Update on Ways to Make Voting Easier; Plan Your Prosperity on Required Minimum Distributions; Ask Peggy What To Do If You Win the Lottery (or Come Into Other Large Sums of Money).
Bulls and Bears Market Report; Zombie Financial Legislation; Plan Your Prosperity on Not Being Afraid of Your investments; Ask Peggy Whether to Gift or Leave Assets After Your Death
Bulls and Bears (Mostly Bears) Market Report for 10/12/18; Legislative Update on Client Preference for Investment Advisors or Financial Planners; Plan Your Prosperity on Early IRA distributions; Ask Peggy About the Taxability of Investment Sales.
Bulls and Bears Market Report for Week Ending 10/5/2018; Legislative Update on FINRA Oversight and Charles Schwab's Position on Fiduciary; Plan Your Prosperity on Medicare; Ask Peggy How to Read Your Brokerage Statement
Bulls and Bears Market Report for the Quarter and YTD; Legislative Update on For-Profit Student Loan Relief and Potential Changes to Inherited IRA RMDs; Plan Your Prosperity on When to Take Social Security; Ask Peggy About Liquidity
Bulls and Bears Market Report; Legislative Update on Tax Reform 2.0, Devos Lawsuit, and SEC Financial Disclosures; Plan Your Prosperity on Fringe Benefits; Ask Peggy About Retirement Expenses
Bulls and Bears Market Report; Legislative Update on MEPS, RMDs, and Cryptocurrency; Plan Your Prosperity on Financial Football; Ask Peggy About the Home Office Deduction
This is Vol. 1 of a series of "evergreen" shows that features questions from the "Ask Peggy" segment.
An "evergreen" episode with new information this week, In Bulls and Bears Market and Economic Update, Peggy discusses how often to review the stock market and why the jobs' report is a lagging economic indicator. In Legislative Update, we look at states objecting to organizations giving the title of "certified" and the possibility of dropping quarterly earnings for semiannual. Then, Plan Your Prosperity about Your Company's Retirement Plan, and Ask Peggy How to Contribute to Your Company's Plan.
Bulls and Bears Market and Economic Update; Legislative Update about Proposed Capital Gains Tax Changes and the CFP Board Town Halls on the New Code of Ethics; Plan Your Prosperity on Individual Retirement Accounts; Ask Peggy About Buying Term Insurance and Investing the Difference
Bulls and Bears Market Report: Facebook Decline and GDP; Legislative Update: CFPB Enforcement and Fiduciary Standards for Retirement Plan Advisers; Plan Your Prosperity: Calculating Retirement Need; Ask Peggy: Pension Plan and Social Security Viability
Bulls and Bears Market Review for the first half of 2018; Legislative Update on DOL memo on socially responsible investing and the fiduciary standard; Plan Your Prosperity on compound interest; Ask Peggy about disability insurance
Bulls and Bears Market Report for Week Ending 6/15/2018 Economic Update on FOMC Interest Rate Increase and Looming Trade Issues Legislative Update on Peggy's Trip to Washington, DC Plan Your Prosperity on Questions for a Financial Adviser Ask Peggy How to Plan Your Wedding on a Budget
Bulls and Bears Market Report for May and YTD Legislative Update on Dodd Frank, the Volcker Rule, and Peggy's trip to DC Plan Your Prosperity on Implementing Your Risk Tolerance Ask Peggy How to Start Saving Money
Royal Finances Bulls and Bears Market Update The Pope and the Fiduciary Rule Hobby vs. Business Ask Peggy About Deducting Meals Ask Peggy About Cutting Up Credit Cards
Bulls and Bears Market Report; DOL, SEC, and CFP Board Fiduciary Rule Updates; Plan Your Prosperity on Risk Tolerance; Ask Peggy What College Graduates Should Do to Start a Financial Plan
Bulls and Bears Market and Economic Update; Legislative Update on the SEC Best Interest Rules; Plan Your Prosperity on Annuities; Ask Peggy About Buying Stocks or Mutual Funds; Ask Peggy About a Negative Election Retirement Plan
Bulls and Bears Market and Economic Update; Legislative Update on Bitcoin; Plan Your Prosperity on Mutual Funds; Ask Peggy About Funding Multiple Financial Goals; Ask Peggy If Adviser Fees Are Deductible
Bulls and Bears Market Review, Volatility, and Jack Bogle; Legislative Update about State Fiduciary Efforts; Plan Your Prosperity on Types of Investment Accounts and Types of Investments; Ask Peggy About Penalty-Free IRA Distributions Before 59 1/2 (72t)
Qtrly Bulls and Bears Market Report; Reviewing Risk Tolerance; DOL Fiduciary Update and Consumer Best Practices; Home Owner's Insurance; Ask Peggy About Taking Lump Sums or Streams of Income.
Bulls and Bears Market Report: Stock Market Update for 3/23/2018; the Facebook Fiasco; Federal Reserve Movements Legislative Update: DOL Fiduciary Rule Vacated by 5th Circuit Court of Appeals Plan Your Prosperity: Long-Term Care Ask Peggy: How are advisers paid? What happens if we overspend at the beginning of retirement?
Leading and Lagging Economic Indices; DOL and Fixed Index Annuities; Disability Insurance; Ask Peggy How Much to Save for Retirement; Ask Peggy How Long It Takes Your Investments to Double in Value
Bulls and Bears Market and Economic Update--Stock market data from March 9, 2018 & balance of frade explained; Legislative Update--Bank Lobbyist Act, Massachusetts v. Wells Fargo; Plan Your Prosperity--Types of Life Insurance; Ask Peggy--What is a mutual fund?
Bulls and Bears Stock Market Report: Market Data from March 2, 2018; What is a Tariff? What is a Trade War? Legislative update: Equifax Breach Broadened; Massachusetts v Scottrade Plan Your Prosperity: Organizing Your Financial Documents Ask Peggy: How to Research a Financial Adviser; How to Decide When to Take Social Security
Bulls and Bears Market Review and Economic Update: Who Is Jerome Powell? What is the Federal Reserve? What is a hawk and a dove? Legislative Update: Maryland's Fiduciary Proposal and the Financial Services Institute Plan Your Prosperity: Getting Out of Debt Ask Peggy: How can we save money on a family vacation? What are FDIC limits?
Market Update 2/19/2018 Market Correction and Volatility Explained Legislative Update on CFPB and Equifax Setting Financial Goals Ask Peggy About Risk Tolerance Ask Peggy About Adviser Fees
This show explains market indices, provides a legislative update, explores Individual Retirement Accounts, and answers questions about bonds and paying off mortgages.
Information is educational, not investment advice. Investing is risky, and you can lose money. Past performance does not indicate future performance. Talk to your financial professional before implementing any ideas you hear here or in any other public forum!