Money Confidential

Latest Episodes:

How Does Marriage, Owning a Home, or Parenthood Impact My Taxes? Mar 14, 2022

Show notes

Milestone moments such as getting married, buying a home, or having children can change the way you file your taxes as much as they can change your life. But it’s important to know all the implications of making a change so you don’t run into trouble like this week’s listener did. Gretchen thought she was making all the right decisions by filing separately from her husband–then was slapped with penalties from the government. For advice on filing taxes after several major life events, host Stefanie O’Connell Rodriguez turns to Kristin Myers, editor-in-chief of The Balance, and Caleb Silver, editor-in-chief of Investopedia.

Dealing with debt? Buying a house? Getting married? Confused about investing? Planning for retirement? If you have a money story or question to share, you can send us an email at money.confidential@realsimple.com. You can also leave us a voicemail at ‪(929) 352-4106‬.

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Should I Do My Own Taxes, or Hire a Professional? Mar 07, 2022

Show notes

Tax laws change constantly, and your taxes only become more complicated the older you get. In fact, many times, people just don’t realize what they don’t know. This week’s listener, for example, settled a debt–without understanding the tax implications–and lost most of her tax refund as a result. So when should you do your own taxes, and when should you consider calling a professional? For guidance, host Stefanie O’Connell Rodriguez turns to personal finance experts, Kristin Myers, editor-in-chief of The Balance, and Caleb Silver, editor-in-chief of Investopedia.

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How Do I Avoid Penalties and Maximize My Tax Refund? Feb 28, 2022

Show notes

For many people, taxes are intimidating. After all, slip-ups can have serious consequences. Take this week’s guest, a 40-year-old public service worker based in Washington, DC, who wound up with a massive bill from the IRS after adjusting her tax withholding to pay down debt quicker and not filing taxes for two years. To help you avoid tax mistakes and maximize benefits–and ensure you’re up to date on all that changed for 2021–host Stefanie O’Connell Rodriguez turns to Kristin Myers, Editor-in-Chief of The Balance, and Caleb Silver, Editor-in-Chief of Investopedia.

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I Know Nothing About Taxes. Where Do I Start? Feb 21, 2022

Show notes

Everyone pays taxes, yet it’s a complicated process that many of us don’t fully understand. As one Utah-based listener learned the hard way, one simple oversight is all it takes to get a big bill from the IRS, instead of your anticipated refund. In this episode, host Stefanie O’Connell Rodriguez tackles all the essentials with Caleb Silver, editor-in-chief of Investopedia, and Kristin Myers, editor-in-chief of The Balance, including what each tax form means, how to claim deductions (and find out what you qualify for), how to handle charitable donations, when to expect your refund, how to avoid scams, and so much more.

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Taxes in Ten: All You Need to Know, in 6 Quick Episodes Feb 14, 2022

Show notes

Season 2 of Money Confidential is back with Taxes in Ten, a six-episode mini-season covering your top tax questions. Host and nationally recognized money expert, Stefanie O'Connell Rodriguez is teaming up with personal finance experts, Kristin Myers, editor-in-chief of The Balance, and Caleb Silver, editor-in-chief of Investopedia, to talk about everything from doing your own taxes, to the specific tax considerations of different life stages. Taxes in Ten starts February 21. New episodes every Monday.

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Encore: I Make More Money Than My Boyfriend. How Can We Be Financial Equals? Feb 07, 2022

Show notes

How do you talk about money in your relationship when the fact that you earn more than your partner is a constant source of underlying tension? Stefanie talks to a 26-year-old woman based in Chicago who out earns her boyfriend by $35,000 a year, as well as financial expert Farnoosh Torabi, who reveals how breadwinning women can maximize fulfillment at work, at home, and in their financial lives.

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How to buy a house -- without regretting it Jan 24, 2022

Show notes

This week we’re revisiting conversations we’ve had with four past expert guests about the most common things people overlook when purchasing a home, as well as all the hidden costs of homeownership – to help you prepare for one of the biggest financial decisions you’ll ever make - buying a home.

If you have a money story or question to share, you can send us an email at money.confidential@realsimple.com. You can also leave us a voicemail at ‪(929) 352-4106‬.

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How do I manage my money while I’m struggling with my mental health? Jan 17, 2022

Show notes

Taking control of your finances is challenging for many people, but for this week’s listener, a 40-year-old Virginia man, ADHD and bipolar diagnoses complicate the situation even more. Host Stefanie O’Connell Rodriguez turns to licensed therapist Amber Hawley for strategies to effectively manage your money while also dealing with mental health challenges.

If you have a money story or question to share, you can send us an email at money.confidential@realsimple.com. You can also leave us a voicemail at ‪(929) 352-4106‬.

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The #1 thing you should ask yourself before you buy a home Jan 10, 2022

Show notes

This week we meet a 38-year-old father based in Queens, New York, who has spent tens of thousands of dollars on home repairs and renovations over the past two years. Frustrated by all the time and money he’s spent on a place that isn’t his family’s forever home, our listener asks: Should we sell and move elsewhere, even though we’ve only lived in our place for two years? Host Stefanie O’Connell Rodriguez turns to full-time real estate investor, J Scott, for answers.

If you have a money story or question to share, you can send us an email at money.confidential@realsimple.com. You can also leave us a voicemail at ‪(929) 352-4106‬.

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I’m a first-time parent -- how should I change the way I manage money? Jan 03, 2022

Show notes

Managing your own financial future can be a scary and overwhelming process. For many people, becoming a parent adds a new layer of complexity and anxiety to the process. Our guest, a 36-year-old first time father living in Austin, Texas, is struggling to find balance in his financial planning with the added expenses and time commitments of raising a baby with his wife. For help, host Stefanie O’Connell Rodriguez speaks with Dasha Kennedy, founder of financial education platform, TheBrokeBlackGirl.com, about how she found her footing raising a child while managing her finances.

If you have a money story or question to share, you can send us an email at money.confidential@realsimple.com. You can also leave us a voicemail at ‪(929) 352-4106‬.

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