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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 wh ...
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This week's show features the following topics: Social Security Viability Climate Disclosure Rules Planning Your Summer Vacation What’s Negative Election?
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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"
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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
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Frustrating Markets, Slaughtering Pigs (Metaphorically), Planning for Severe Weather, Default funds in 401(k)s
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Money Market Funds, Adviser Record Expungement, Tax Withholding, DC Emancipation Day
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Recession Relief, Dinner and a Sell, Inherited RMDs Clarified, Tax Returns vs Tax Liability
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FDIC Limits, Beware Celebrity Endorsements, Emergency Funds, Taxes on Investments that Lost Money in 2022
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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%20Tradi…
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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,…
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ASK PEGGY SHOW FOR 1-11-21 Ask Peggy About Market Surprises, the New PPP, and Choosing an Adviser
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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 "As…
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ASK PEGGY SHOW FOR 12-21-20: COVID Relief, Retirement Plan Rollovers, and Financial Resolutions
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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 questio…
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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 unders…
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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 e…
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ASK PEGGY SHOW FOR 11-16-20: What Happens Now that the Election is Over and the Pandemic Rages On?
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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…
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ASK PEGGY SHOW FOR 11-02-20: Why is my socially conscious fund no longer available in my 401k?
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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?
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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/…
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ASK PEGGY SHOW FOR 10-19-20: Unexpected Market Movements, Social Security, and Chadwick Boseman
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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?m…
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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 p…
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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&…
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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.…
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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 al…
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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/202…
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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 fin…
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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…
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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
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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, financi…
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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 f…
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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
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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
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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, financ…
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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 D…
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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, Pe…
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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 Pe…
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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.
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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 questio…
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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…
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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 le…
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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_Colu…
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"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…
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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, financi…
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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-forumhttps://www.weforum.org/agenda/2020/01/top-st…
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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 finan…
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Bulls and Bears Market and Economic Update--2019 SummaryLegislative Update summarizing issues for 2020Plan 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 fina…
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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 legisl…
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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/FOMCp…
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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 fina…
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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 "A…
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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 …
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