Financial Success Stories: Learn from Listener Wins in 2023

NerdWallet's Smart Money Podcast

NerdWallet Personal Finance

Business, Education, Investing, How To

4.2 • 665 Ratings

🗓️ 7 December 2023

⏱️ 21 minutes

🔗️ Recording | iTunes | RSS

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Summary

In this episode of the Smart Money podcast, hosts Sean Pyles and Sara Rathner share the best money moves made by their listeners in 2023. Some of the wins include listeners who moved their Roth IRA account away from a pricey financial advisor, one who paid off their student loans and started a business, and another who successfully managed their money with ADHD. In their conversation, the Nerds discuss: Roth IRAs, credit scores, student loans, estate planning, home buying, credit cards, financial advisors, high-yield savings accounts, paying off cars, money market accounts, 401ks, and HSAs. To send the Nerds your money questions, call or text the Nerd hotline at 901-730-6373 or email [email protected]. Like what you hear? Please leave us a review and tell a friend. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	If there's one thing we know here at Smart Money is that we have the smartest, coolest,
0:04.7	awesomest listeners in the entire podcasting universe.
0:08.0	And for that reason, as we close out the year 2023, we're giving the microphone over to you.
0:14.2	My name is Melissa, and I am based in Denver, and my 2023 Money Win is moving my Roth IRA account out from under the purview of a pricey
0:24.4	financial advisor and into an account where I could manage it on my own. Welcome to Nerd Wallet's Smart Money podcast. I'm Sean Piles.
0:46.7	And I'm Sarah Raffner.
0:48.1	This episode kicks off our nerdy deep dive into the end of 2023. Sarah, it's been a year.
0:56.7	You can say that again. Actually, I have to say this has been a pretty good year for me. I mean, I got a new oven, Sean. It doesn't get better
1:01.9	than that. Amazing. Didn't you also have a bun in your oven for a while? I did. Also that. No, I
1:10.7	downplay the importance. I had a baby, which was a way bigger financial commitment than buying an oven.
1:18.9	Hopefully, yeah. It's been a really big financial year. We also got a new car. It's been a very expensive year. Lots of big purchases. Yeah. Well, we are always happy to welcome a new little nerd. And I think I can say that 2023 was a pretty good year for me too. I didn't have a baby or buy an oven or a car, but I enjoyed some fun travel. My twin sister got married and we answered fantabulous questions
1:46.2	from our listeners all year long. We did. And that's how we usually interact with folks out there
1:51.2	in the audience through their questions. But today, instead of us giving out advice, we're going to let
1:56.4	them do it. That is right. Folks have been hearing us say for months now that we wanted them to send
2:02.5	us the best things they did with their money in 2023. Their best money moves. And today, we're going
2:09.2	to share the responses that people wrote and called into us, smart moves for smart money.
2:14.4	Love it. I bet good money that I'm going to learn something today.
2:18.0	I'd say that's an excellent bet. All right, well, before we do anything else, we want to bring on
2:22.3	a familiar voice who has answered more listener questions than any of us can count. Liz Weston,
2:27.8	welcome back to the mic. Sean, Sarah, it's so good to be here. So, Liz, we are bereft as we end this year because you are leaving the show, retiring, and we just can't stand it.
2:39.9	Aw.
2:40.6	That's so sweet.
	...

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