April 6 - April 13 - April 20 - April 27
April 6, 2002: Glitch-Free Taxes
Broadcast Guests
Marion Asnes - Senior editor of Money Magazine.
Scott Budde - Certified financial analyst and director of equity portfolio analytics at TIAA-CREF.
Rudy Maxa - Author of www.rudymaxa.com newsletter and resident expert on public radio’s Savvy Traveler.
Bob Starkey - Former IRS national director of collection and consultant or JK Harris, a group that helps companies who are experiencing an audit.
Erica Whittlinger - President of Whittlinger Capital Management.
Web Sites
www.irs.gov - Both Bob Starkey and Chris Farrell recommend visiting the Internal Revenue Service’s Web site for help with your taxes. You can ask a specific question to an IRS expert or download any tax form you need.
www.taxsites.com - A resource of tax sites on the Internet.
www.tax.org - More information on taxes than you’ll ever need. Here you’ll find tax policy forums, resources, and articles.
www.Irahelp.com – This site provides information about IRA savings plans and has a particularly good section on Roth IRAs.
www.tiaacref.org – TIAA-CREF is one of the largest financial service providers in the world. You can also find information about investing on this site.
www.rudymaxa.com - On Rudy Maxa’s site, you can read his latest travel tips and take a look at the European discount airline sites mentioned on our show.
www.moneymagazine.com - You can find Marion Asnes’ work on this site as well as other articles from Money Magazine.
www.financialengines.com - This site was founded by Economics Nobel Laureate William F. Sharpe. Financialengines.com provides investment advice and retirement information to help you plan for the future.
April 13, 2002: Global Economy
Broadcast Guests
Bernice Kanner - author and writer for Bloomberg.com
Mike Lynch - chief energy economist at the economics consulting firm www.dri-wefa.com DRI-WEFA
Walter Russell Mead - author and senior fellow for U.S. Foreign Policy at the www.cfr.org Council on Foreign Relations.
Eric Tyson - Personal Finance Author, and Personal Finance Advisor.
Erica Whittlinger - President of Whittlinger Capital Management.
Web Sites
www.morningstar.com - If you're curious about selecting an international index fund, visit morningstar.com. This site provides news, information, and calculators for investing.
nolo.com - Thinking about living together? Nolo.com is a great place for information. The site is provides easy-to-understand legal advice about everything from protecting yourself in an unmarried partnership to tenants' rights.
hsh.com - HSH publishes information about consumer loans. Use this site to research which type of mortgage is right for you. Variable rate? Fixed rate? Fifteen or 30 year? This site will help you through the home loan process.
www.savingsbonds.gov/ - This site, part of the http://www.ustreas.gov U.S. Treasury site, has information about all types of savings bonds, including the Series-I bonds.
Web Sites
Living Together, A Legal Guide for Unmarried Couples, by Fred Hertz (Nolo, 2001).
Are You Normal about Money? Do You Behave Like Everyone Else?, by Bernice Kanner (Bloomberg Press, 2001).
Special Providence: American Foreign Policy and How It Changed the World, by Walter Russell Mead. (Knopf, 2001).
Taxes for Dummies by Eric Tyson (Wiley, John & Sons, 2001). Eric's written a number of books in the "Dummies" series, including Homebuying for Dummies, House Seling for Dummies, Investing for Dummies, Mutual Funds for Dummies, Personal Finance for Dummies, and Small Business for Dummies.
April 20, 2002: The Housing Market
Broadcast Guests
Lynn Brenner - Freelance personal finance writer. She also writes for Newsday.
Dale Connelly - Commentator and host of MPR's The Morning Show.
Ilyce Glink - Author of One Hundred Questions Every First-time Homebuyer Should Ask and the new book Fifty Simple Things You Can Do To Improve Your Personal Finances.
John Trostle - Home inspector and educator.
Erica Whittlinger - President of Whittlinger Capital Management.
Web Sites
Ilyce Glink recommends the following sites:
- www.thinkglink.com - This is Ilyce's site, full of useful information about real estate and personal finance.
- www.bankrate.com - Use this site to check out interest rates for mortgages, car loans, etc.
- www.money.com - Great housing information on this site, run by CNN and Money Magazine.
- www.realtor.com and www.homeadvisor.com - Both have listings of homes for sale.
http://www.ashi.com/ - Home inspector John Trostle mentioned this site for information. The American Society of Home Inspectors Web site provides information about reputable home inspectors in your area and answers frequently asked questions about home inspection.
www.publicdebt.treas.gov - Visit this site if you have questions about the Series-I bonds. Find information about all types of savings bonds, including the Series-I bonds. You can also try: www.savingsbonds.gov
Chris recommended the following sites to this week's callers:
- www.fincalc.com - This site is made up a number of financial calculatorsfrom home buying to saving for college
- www.turbotax.com - Use Turbo Tax to analyze how much money you save by deducting your mortgage interest. It's also a great site for your other tax planning needs.
Books
Smart Questions to Ask About Financial Advisors, by Lynn Brenner (Bloomberg Press, 1997).
Fifty Simple Things You Can Do To Improve Your Personal Finances, by
Ilyce Glink (Three Rivers Press, 2001).
100 Questions You Should Ask about Your Personal Finances: And the Answers You Need to Help You Save, Invest, and Grow Your Money, by Ilyce Glink (Random House, 1998).
10 Steps to Home Ownership: A Workbook for First-Time Buyers, by Ilyce Glink (Random House, 1996).
Everything You've Heard about Investing Is Wrong! by Bill Gross (Random House, 1997). Chris Farrell recommends this book by bond guru Bill Gross to help you determine when to sell stock options.
April 27, 2002: Debt Consolidation
Broadcast Guests
Richard Dodson - Vice president of business development and a career counselor at outplacement firm Lee, Hecht, Harrison.
Eric Tyson - Personal finance writer.
Linda Busching - Certified credit counselor with the Consumer Credit Counseling Services of San Francisco.
Erica Whittlinger - President of Whittlinger Capital Management.
Web Sites
www.monster.com or www.gotjobs.com - Two sites recent college grads can use to aid their job search.
www.bbb.org - Check with the Better Business Bureau before signing up with a debt consolidation program.
www.nfcc.org - The National Foundation for Credit Counseling is another place to check if a credit counseling agency is accredited. You can also find consumer debt advice on this site.
www.cccssf.org - This is the Web site for Consumer Credit Counseling Service of San Francisco. Learn more about their programs and read their tips to cut debt.
www.myvesta.org - A non-profit, financial-crisis center offering personal finance and consumer education and services.
www.rothira.com - Information on the Roth IRA, including calculators.
www.savingforcollege.com - This site is a good place to start learning about 529 college savings plans.
www.financialengines.com - This site was founded by Economics Nobel Laureate William F. Sharpe. Financialengines.com provides investment advice and retirement information to help you plan for the future.
www.better-investing.org - The official site of the National Association of Investment Clubs, a national non-profit investment education organization.
www.salliemae.com - The Student Loan Marketing Association (Sallie Mae) is the largest student loan provider. You can also visit www.nelliemae.com, provider of federal loans such as the Stafford. For more resources on student loans, visit our special page of resources.
Books
Personal Finance For Dummies, by Eric Tyson and David Silverman (Hungry Minds, Inc, 2000).