Money Life is a daily financial talk show focusing on

INVESTING, HANDLING,

MANAGING, PLANNING FOR

AND PROTECTING YOUR MONEY.

LIVE THE MONEY LIFE!


CHUCK'S GUESTS

  • Wednesday, Jul 28, 2021

    Marc Chaikin

    founder/chairman, Chaikin Analytics

    The Big Interview

  • Wednesday, Jul 28, 2021

    Ted Rossman

    senior industry analyst, CreditCards.com

    The Survey Said

  • Thursday, Jul 29, 2021

    Lindsey Bell

    chief investment strategist, Ally Invest

    The Big Interview

RECENT TICKERS

  • Monday, Jul 26, 2021

    David Trainer

    president, New Constructs

    Tickers Discussed: AMZN, GOOG, PYPL

  • Thursday, Jul 22, 2021

    Charlie Farrell

    chief executive officer, Northstar Investment Advisors

    Tickers Discussed: FAST, WSO; during "Quick and Dirty:" CMI, SAFT, O, VYM, VIG

  • Thursday, Jul 22, 2021

    Ken McAtamney

    manager, William Blair International Leaders Fund

    Tickers Discussed: WILNX


CHUCK'S COLUMN


Simplifying your financial life has real benefits

Wednesday, Jul 14, 2021

Searching for something on my desk and actually finding it can be two very different exercises in my life. Last week, while seeking something I needed, I instead came across a small stack of paperwork that I had put off for a couple of years. It was forms a brokerage firm had sent me when I inquired about how to consolidate some of my holdings, moving some shares I had inherited into my primary brokerage account (where I held shares in the same companies). Transfers like this should be simple, but this fat document with little stickies pointing to places that required details and signatures was proof it wasn’t. Not liking the hassle, I put...

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