4.8 • 1.3K Ratings
🗓️ 16 May 2025
⏱️ 29 minutes
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0:00.0 | Hi, this is Ava from Vanta. In today's digital world, compliance regulations are changing constantly, |
0:07.1 | and earning customer trust has never mattered more. Vanta helps companies get compliant fast and stay |
0:12.9 | secure, with the most advanced AI automation and continuous monitoring out there. So whether |
0:17.8 | you're a startup going for your first SOC 2 or ISO-27,001, or a growing |
0:22.1 | enterprise managing vendor risk, Banta makes it quick, easy and scalable. And I'm not to say |
0:27.2 | that because I work here. Get started today at banta.com. |
0:34.1 | Any money that you spend out of pocket on health care can be used when you decide to pull the money out of this account to write off against those expenditures so that 10 years from now you decide that you're going to start pulling the money out. |
0:52.5 | And over that time time you've spent |
0:54.2 | a hundred thousand dollars on medical expenses that's a hundred thousand dollars that can come |
1:00.1 | out that you can use for anything hey everyone I'm Gene Chatsky thanks so much for |
1:08.1 | joining me today on her money today's episode is a special one. |
1:12.5 | It's another live mailbag. I love these because I get to talk to you directly to hear your stories. |
1:19.0 | And we get to work through your most pressing money questions together. This time we are |
1:24.6 | zeroing in on two thoughtful questions about where you should park your retirement funds. |
1:31.7 | I get these a lot because with so many options out there, it can feel, well, overwhelming to make the best choices for your future self. |
1:42.2 | First up, we've got Pam. |
1:43.7 | Pam recently lost her mom and inherited a small IRA. |
1:47.6 | She's wondering if she should just cash out and pay the taxes or invest it and let it grow. |
1:52.9 | She's also got health savings account money just sitting in a money market account, so we're going to work on fixing that. |
1:59.9 | And then Lori's on the line. |
2:01.3 | She's asking what to do with her thrift savings plan now that her husband is retired for |
2:06.9 | the military. If there's no reason for her to have to stay in the TSP, is it wise for her to move |
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