Ask Peggy® About Your Money
by Peggy Doviak, CFP®
Ask Peggy® About Your Money features best-selling author and radio host, Peggy Doviak, CFP®. In each episode, Peggy will address a financial question and give you strategies you can use to implement the information in your own life. If you want to submit a question, go to www.askpeggy.com. Other episodes provide access to her syndicated weekly radio show, "Ask Peggy Doviak About Your Finances."Music: Spark Of Inspiration by Shane Ivers
Episodes
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ASK PEGGY SHOW FOR 11-09-26
Jobs Data and Interest Rates Secure 3.0? Being Prosperous Reverse Rollovers References: https://www.marketwatch.com/story/after-tech-stock-rout-october-jobs-report-could-bring-relief-or-more-pain-db93357e?mod=economic-report...
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ASK PEGGY SHOW FOR 11-02-26
Market and Interest Rate Update SEC Concern Items Open Enrollment Betting on Everything References: https://www.investmentnews.com/regulation-legal-compliance/secs-2027-exam-priorities-put-ria-conflicts-and-cyber-risks-in-focus/268722
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ASK PEGGY SHOW FOR 9-29-26
Quarterly Data Social Security Age Revisions Open Enrollment Stocks vs. Funds References: https://www.thinkadvisor.com/2026/09/25/new-bill-would-let-nurses-construction-workers-claim-social-security-at-60/
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ASK PEGGY SHOW FOR 9-14-26
Market and Economic Update Social Security COLA Special Teams in Financial Football Tax Deadlines Resources: https://www.marketwatch.com/story/the-price-of-almost-everything-on-your-dinner-table-is-climbing-at-once-and-wall-street-is-taking-notice-9623d1fc?mod=home_lead...
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ASK PEGGY SHOW FOR 8-31-26
Market and Economic Update Texting Your Financial Pro Football and Finance--Defense Taxes References: https://www.bloomberg.com/news/articles/2026-08-30/world-mostly-shrugs-off-bessent-s-d-day-iran-sanctions-threat?srnd=homepage-americas...
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ASK PEGGY SHOW FOR 8-24-26
Market and Economic Update Business Interest Deduction Football and Finance Bonds vs Bond Funds References: https://www.reuters.com/world/us-treasury-double-sizes-some-debt-buyback-operations-least-4-billion-2026-08-19...
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ASK PEGGY SHOW FOR 8-10-26
Market and Employment Data Update Fiduciary Under Fire (Again) Tips for College Students Taxes and Retirement Savings References: https://www.reuters.com/business/us-nonfarm-payrolls-fall-july-unemployment-rate-eases-41-2026-08-07/...
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ASK PEGGY SHOW FOR 7-27-26
Market Review Recognizing Fraud Saving for Retirement Choosing Beneficiaries References: https://www.finrafoundation.org/sites/finrafoundation/files/2026-07/RAND_Fraud_Research_Brief.pdf
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ASK PEGGY SHOW FOR 7-26-26
Market Review Investment Account E-Deliveries Back to School College Funding Retirement Shortfalls References: https://www.thinkadvisor.com/2026/07/16/sec-releases-new-e-delivery-rule/
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ASK PEGGY SHOW FOR 7-13-26
Market Performance Tax Penalty Relief Christmas in July SIMPLE IRAs References: https://www.thinkadvisor.com/2026/07/09/irs-rolls-out-automatic-penalty-relief-for-eligible-taxpayers/ https://www.nerdwallet.com/retirement/learn/simple-ira-vs-401k-comparison-how-to-pick-the-right-plan
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ASK PEGGY SHOW FOR 6-22-26
Market Update Avoiding Scams Finances and Fireworks Maxing Retirement Savings References: https://www.thinkadvisor.com/2026/06/17/financial-fraud-is-accelerating-cfp-board-survey/ https://www.irs.gov/retirement-plans/irc-457b-deferred-compensation-plans
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ASK PEGGY SHOW FOR 6-8-26
Markets and Oil Recouping Illegal Gains Summer Vacations Giving Children Money References: https://www.thinkadvisor.com/2026/06/04/supreme-court-bolsters-secs-power-to-recoup-illegal-gains/
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ASK PEGGY SHOW FOR 6-1-26
May Data Climate Risk Scrapped Planning a Wedding on a Budget Trump Accounts References: https://www.bloomberg.com/news/articles/2026-05-31/latest-oil-market-news-and-analysis-for-june-1?srnd=phx-markets...
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ASK PEGGY SHOW FOR 5-4-26
Market Summary and Jay Powell’s Last Speech Trump IRA 529 Plans Powers of Attorney
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ASK PEGGY SHOW FOR 4-20-26
Market Update Resolving IRS Debt Ideas for Graduates Worried About the Markets? References https://www.thinkadvisor.com/2026/04/17/irs-releases-tool-to-help-taxpayers-resolve-debt/
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ASK PEGGY SHOW FOR 4-6-26
Market Update Trump Account Updates Hobby or Business IRA Funding Deadlines References: https://www.thinkadvisor.com/2026/04/01/more-than-4m-children-signed-up-for-trump-accounts-irs/
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ASK PEGGY SHOW FOR 3-23-26
Market Update SEC Enforcement Chief Resigns 529 to Roth Reporting Small Business Profit and Loss References: https://www.nytimes.com/2026/03/16/us/politics/sec-enforcement-chief-resigns.html https://www.thinkadvisor.com/2026/03/20/advisors-in-sec-enforcement-crosshairs/
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ASK PEGGY SHOW FOR 3-9-26
Market Update FINRA Forward Initiative Planning for Severe Weather Intellectual Property and Your Estate References: https://www.thinkadvisor.com/2026/03/06/finras-rulebook-revamp-takes-a-beating-at-house-hearing/
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ASK PEGGY SHOW FOR 3-2-26
Market Update Tax Fraud Reporting Don’t Trust the Leprechaun Per Stirpes vs Per Capita References: https://www.thinkadvisor.com/2026/02/26/irs-launches-web-page-to-report-fraud/ https://trustandwill.com/learn/difference-between-per-stirpes-and-per-capita
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ASK PEGGY SHOW FOR 2-16-26
Market Summary Accredited Investor Changes, Talking to Your Partner About Money, Planning Vacations on a Budget Sources: https://www.thinkadvisor.com/2026/02/12/time-to-consider-accredited-investor-alternatives-secs-atkins/
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ASK PEGGY SHOW FOR 1-26-26
Fed News 401(k) Down Payments Repeated Financial Mistakes Roth or Traditional 401(k) Contributions References: https://www.marketwatch.com/story/the-fed-is-expected-to-stand-pat-this-week-the-big-question-is-for-how-long-bf52d957?mod=home_lead...
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ASK PEGGY SHOW FOR 1-12-26
Venezuela and the Fed Healthcare Subsidies Uneven Cash Flow Impulse Spending References: https://www.bloomberg.com/news/articles/2026-01-09/trump-pressures-big-oil-for-100-billion-venezuela-investment?srnd=homepage-americas...
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ASK PEGGY SHOW FOR 1-5-26
January Market Movement Roth 401(k) Catch-up Contributions Financial Resolutions Organizing Tax Information References: https://www.marketwatch.com/story/investors-pin-hopes-on-the-january-barometer-with-stocks-set-to-skip-santa-claus-rally-for-a-3rd-year-343e0e77?mod=home_lead...
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ASK PEGGY SHOW FOR 11-03-25
K-shaped Economies Cost of the Shutdown Thanksgiving Layoff Tips References: https://www.marketwatch.com/story/no-jobs-report-again-but-these-numbers-show-how-the-u-s-economy-is-doing-9bbc764a?mod=home_lead https://www.thinkadvisor.com/2025/10/29/government-shutdown-has-cost-economy-18b-cbo/
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ASK PEGGY SHOW FOR 10-27-25
Margin Debt Social Security Inflation Adjustment 401(k) Catch-up RMD Rules https://www.marketwatch.com/story/margin-debt-is-at-a-record-high-heres-what-that-means-for-the-stock-market-505cae78?mod=home_lead...
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ASK PEGGY SHOW FOR 10-20-25
Rare Earth Minerals Tech Related Schemes Disability Insurance Earned Income for IRA Funding References: https://www.bloomberg.com/news/articles/2025-10-19/australia-prime-minister-to-meet-trump-with-rare-earths-in-focus?srnd=homepage-americas...
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ASK PEGGY SHOW FOR 10-13-25
China Tariffs ETF Share Classes Investing Isn’t Spooky New IRS Numbers https://www.bloomberg.com/news/articles/2025-10-11/trump-s-dealmaking-diplomacy-grows-fragile-as-china-fires-back?srnd=homepage-americas...
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ASK PEGGY SHOW FOR 10-06-25
States in Recession Shutdown Impacts Financial Vampires Open Enrollment https://www.marketwatch.com/story/are-we-in-a-reccession-yes-if-you-live-in-one-of-these-22-states-3947b4cd?mod=home_lead...
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ASK PEGGY SHOW FOR 9-15-25
Fed Action Rollovers and the Fiduciary Standard Investors Attending the State Fair Accurate Tax Withholding https://www.bloomberg.com/news/articles/2025-09-14/trump-expects-a-big-cut-from-federal-reserve-this-week?srnd=phx-economics-v2...
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ASK PEGGY SHOW FOR 8-25-25
Rate Cuts? Long-Term Care Solutions Health Insurance Enrollment Dates Should I Buy Bitcoin? References: https://www.marketwatch.com/story/after-9-months-on-hold-the-fed-could-cut-rates-in-september-why-the-long-pause-may-extend-stocks-rally-e90f3012?mod=home_ln...
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ASK PEGGY SHOW FOR 8-18-25
Fed Expectations Funding Social Security Great is the Enemy of Good Saving for Retirement References: https://www.bloomberg.com/news/articles/2025-08-17/bond-market-s-rate-cut-bets-enter-decisive-stretch-with-powell?srnd=phx-markets...
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ASK PEGGY SHOW FOR 8-4-25
BLS Data AI at the SEC Who Can You Trust Retirement Cash Flow References: https://www.bloomberg.com/news/articles/2025-08-03/trump-s-former-jobs-data-chief-decries-firing-of-his-successor?srnd=homepage-americas https://www.thinkadvisor.com/2025/08/01/sec-launches-ai-task-force/
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ASK PEGGY FOR 8-3-25
Fed Meeting Senior Protection and Small Business Bills Back to School Filing Your Taxes References: https://www.bloomberg.com/news/articles/2025-07-26/pressure-mounts-on-fed-chief-powell-in-tee-up-to-gdp-jobs-data https://www.thinkadvisor.com/2025/07/23/house-passes-2-sec-bills/
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ASK PEGGY SHOW FOR 7-21-25
The Fed Chair &The President Rollovers & Fiduciaries Risk Tolerance & Need Roths & Traditional IRAs References: https://www.bloomberg.com/explainers/trump-federal-reserve-chair?itm_source=record&itm_campaign=The_Fed&itm_content=Trump_Versus_Powell-0...
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ASK PEGGY SHOW FOR 7-7-25
Tariff Deadline One Big Beautiful Bill Summerween The Fed and Interest Rates References: https://www.bloomberg.com/news/articles/2025-07-05/trump-tariff-date-arrives-after-90-day-rollercoaster?srnd=homepage-americas...
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ASK PEGGY SHOW FOR 6-30-25
Almost Q2 results AI Portfolio Projections Portfolios and Potato Salad Target Date Funds References: https://www.bloomberg.com/news/articles/2025-06-29/senate-republicans-restore-medicaid-cuts-to-trump-tax-package?srnd=homepage-americas...
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ASK PEGGY SHOW FOR 6-23-25
Iran Strike Fallout SEC Withdrawn Proposals Investing and Fireworks Look at Your Statement References: https://www.bloomberg.com/news/articles/2025-06-22/oil-surges-us-futures-drop-after-strikes-on-iran-markets-wrap https://www.proskauer.com/alert/sec-withdraws-fourteen-rule-proposals
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ASK PEGGY SHOW FOR 6-9-25
Economic Data Concerns Accredited Investor Status Portfolios and Vegetable Gardens Investments and Account Types References: https://www.marketwatch.com/story/how-reliable-is-u-s-economic-data-its-a-growing-risk-for-investors-awaiting-the-next-fed-rate-cut-f477bf0b?mod=home_lead...
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ASK PEGGY SHOW FOR 6-2-25
Slower Hiring Crypto in Your 401(k) Planning Your Wedding Tax Cuts & Jobs Act Update References: https://www.bloomberg.com/news/articles/2025-05-31/us-labor-market-latest-jobs-growth-is-moderating-on-shifting-trade-policy?srnd=phx-markets...
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ASK PEGGY SHOW FOR 5-12-25
China Agreement Lower Social Security Clawback Hobby vs Business Next Steps References: https://www.bloomberg.com/news/articles/2025-05-11/us-futures-dollar-climb-on-geneva-trade-talks-markets-wrap?srnd=homepage-americas...
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ASK PEGGY SHOW FOR 5-5-25
Markets and the Fed Social Security Funding Taking Care of Yourself for Mother’s Day Next Steps References https://www.bloomberg.com/news/articles/2025-05-04/bond-traders-swing-to-powell-s-side-as-trump-calls-for-rate-cuts?srnd=phx-markets...
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ASK PEGGY SHOW FOR 4-28-25
April Returns DOGE and the SEC After Graduation Next Steps References https://fortune.com/asia/2025/04/25/apple-aims-build-most-iphones-us-india-end-2026/ https://www.thinkadvisor.com/2025/04/22/doge-asks-sec-staff-for-efficiency-ideas-promises-anonymity/...
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ASK PEGGY SHOW FOR 4-21-25
Market Update Crypto Regs What to Do If You Lose Your Job Next Steps References: https://www.marketwatch.com/story/feds-goolsbee-warns-economic-activity-may-slump-this-summer-after-artificially-high-pre-tariff-bump-d3cfb1ca?mod=home_lead...
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ASK PEGGY SHOW FOR 4-7-25
Markets and Tariffs Social Security Offices Bonds and Interest Rates Next Steps References: https://www.cbsnews.com/news/trump-tariffs-economists-forecast-stagflation-recession-risk/...
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ASK PEGGY SHOW FOR 3-31-25
Q1 2025 Markets Social Security Phone Updates Uneven Cash Flow Next Steps References: https://www.marketwatch.com/story/trump-says-he-couldnt-care-less-if-some-automakers-raise-prices-due-to-tariffs-79aa18dd?mod=home_ln...
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ASK PEGGY SHOW FOR 3-24-25
Unexpected Consequences Social Security Changes Potato Salad and Portfoliow Next Steps--Taxes References: https://www.bloomberg.com/news/articles/2025-03-23/trump-s-tariffs-billion-dollar-levies-on-chinese-ships-risk-trade-apocalypse?srnd=homepage-americas...
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ASK PEGGY SHOW FOR 3-17-25
Revisions to Anticipated Market Performance Former Republican Social Security Chiefs’ Opinions Filing your Taxes Next Steps https://www.marketwatch.com/story/wall-street-begins-to-cut-s-p-500-targets-as-tariff-worries-rock-the-stock-market-should-investors-be-concerned-5e06109d?mod=home_lead...
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ASK PEGGY SHOW FOR 3-4-25
Market Update Crypto Reserve Why I Use the Word Prosperity What Should I Do? Sources: https://www.marketwatch.com/story/heres-what-warren-buffett-thinks-of-trumps-tariffs-over-time-they-are-a-tax-on-goods-1bce5c90?mod=home_lead https://www.atlantafed.org/cqer/research/gdpnow...
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ASK PEGGY SHOW FOR 2-10-25
Tariffs Department of Treasury Sued Saving an Emergency Fund Handling Stress
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ASK PEGGY SHOW FOR 1-27-25
Tariffs AI Tech from China Cryptocurrency and the SEC Love and Money, Reviewing Your Risk Tolerance References: https://www.bbc.com/news/articles/c5y725r90k5o https://www.thinkadvisor.com/2025/01/21/sec-launches-crypto-task-force/
About this show
Ask Peggy® About Your Money features best-selling author and radio host, Peggy Doviak, CFP®. In each episode, Peggy will address a financial question and give you strategies you can use to implement the information in your own life. If you want to submit a question, go to www.askpeggy.com. Other episodes provide access to her syndicated weekly radio show, "Ask Peggy Doviak About Your Finances."Music: Spark Of Inspiration by Shane Ivers
Hosted by
Peggy Doviak, CFP®
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