Anna Allem
Certified Financial Planner and guest co-host who offers professional financial-planning advice and explains tax and retirement concepts during the episode.
Best podcasts with Anna Allem
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14 snips
Mar 11, 2026 • 1h 2min
When Money Rules Don't Match Real Life (Your Questions!) SB1814
Anna Allem, a Certified Financial Planner who clarifies tax and retirement puzzles. She tackles real-life twists on savings-rate rules, when to revisit inflation assumptions, backdoor Roth paperwork scares, whether to stay in a poor 401(k), and why fund splits usually aren’t dramatic. Short, practical takes on messy money decisions.
10 snips
Oct 20, 2025 • 1h 11min
Should You Drain Your Emergency Fund? (And 4 Other Money Questions Keeping You Up) SB1750
In this discussion, financial planner Anna Allem shares her expertise on emergency funds and insurance. They debate whether draining your emergency fund to pay off debt is wise and evaluate the real necessity of whole life insurance for children. The conversation also dives into how much life insurance one actually needs and the risks of investing part of an emergency fund. Through differing opinions and practical tips, listeners gain insight into navigating their own financial dilemmas.
