Chase Sapphire - any experience?

[Jim]

I've read a couple of Jack's books. He's an interesting fellow. Outspokenly critical of Robert Kiyosaki....

[Jim]

There's a guy named Chad Carson (at coachcarson.com) who sells a "real estate start school" course for about $1000, and sometimes he gives a...

[Jim]

It's called "Fear of Missing out" and it's one of the oldest marketing gimmicks there is. Personally, it turns me off....

[Jim]

Here's the thing.... there is no shortage of real estate "experts" who want to sell you a book or a course. The courses I've seen range in...

[Jim]

Edit: the link didn't post right. Just search for the title on Amazon, you'll find it.
Johanna: here it is

[Jim]

As they say on Biggerpockets, live where you want, invest where it makes sense. You don't need to live in the place you invest. If you love California...

[Jim]

When I was a teenager I went to a new dentist and he told me I needed 8 fillings. I was 100% asymptomatic. What did I know, I was just a kid, so I let...

[Jim]

I got an invitation from Chase Sapphire Banking today.  Comes with commission-free stock and ETF trades, a $1000 cash bonus, and no fees as long as...

[Jim]

Now that I got the vesting problem fixed, I need to find a place to roll my old 401k to.  I would like to roll it into a Solo-401k.  I do some occasional...

[Jim]

Good news...somebody talked to somebody who knew the rules, and I got a CC: of an email from a client service manager at the custodian saying that they...

[Jim]

Kon Litovsky wrote: You need to speak with the actual Third Party Administrator for the plan, and they should be made aware of this Click to expand... As I said in the original pos...

[Jim]

jfoxcpacfp wrote: Thank you so much for that detailed answer. I learn so much from you and especially on this one. Click to expand... Wow, no kidding.  Thank you so much, @spiritrider.  It sound...

[Jim]

Thanks for that answer to #2, I was not aware of that.  I would never say that I am done with IC work, I just don't have a lot of time & opportunity...

[Jim]

So my employer (used to be a private practice, was swallowed up by a multigroup conglomerate last year) is finally closing their old 401k, since the conglomerate...

[Jim]

Speaking of 2FA, I've found that many if not most aggregators (including PC, Mint, TIAA 360, Filethis, Quicken, et al) don't play well with 2FA.  Or...

[Jim]

@ENT Doc, wow that was pretty disconcerting.  Another reason I don't like cloud-based services.

[Jim]

Even without trading, all the dividends and other micro-transactions would be too unwieldy to enter by hand. I'm seeing a theme in some of the respons...

[Jim]

Just wondering what kind of software others use to help keep track of personal finances.  I've used Quicken in the past...never liked it much at all...

[Jim]

I've been at my job for a year.  We have a graduated, 5-year vesting schedule for employer contributions to our 401k's, and profit sharing.  Now, my...

[Jim]

A lot of the best deals on Realtyshares do seem to fill up pretty quickly.  You may want to try & develop a relationship with one of their "wealth counselors"...

[Jim]

adventure wrote: And, there are lots of jobs that kiddos can do, etc. See #4 on this post. Click to expand... You know that IRA money has to be earned income, right? ...

[Jim]

adventure wrote No, it wouldn’t – a piggy bank works. But you should. Any you should teach them about investing too. Perhaps something like Fidelity has something ...

[Jim]

Is anyone familiar with any apps that allow kids to keep track of money?  My kids both keep "wallets" with money that they get from various places (mo...

[Jim]

If I ever build my own house, which I hope to do someday, I decided long ago that I was going to build it out of Insulated Concrete Forms.  Pricey up...

[Jim]

Ok, um, I'm thoroughly depressed after watching that, Johanna.

[Jim]

PhysicianOnFIRE wrote: Many will regret excessive early spending; few will regret excessive early saving.   Click to expand... Oh, if only I could get my wife to think this way!  ...

[Jim]

I have umbrella insurance.  Unfortunately, when they issued the policy, they stated in the cover page something to the effect of "we noticed that you're...

[Jim]

I've been told that using a CPA decreases your audit risk.  The rationale is that a CPA, whose license & reputation are "on the line" to some extent...

[Jim]

Rando wrote:   Physician discussion boards tend to be big gripe sessions... Click to expand... *cough* Sermo *cough*  ...

[Jim]

Sounds like Penguin knows this stuff waaaay better than me  8O He's using terms I don't even understand!  :roll:

[Jim]

Many thanks for the thoughtful review & links, Penguin ...

[Jim]

My problem with these sites is that they make it almost impossible to do your due diligence on the person or corporation you're investing in. As YYjames...

[Jim]

Podiatry is a solid choice, especially if your chances of getting into medical school aren't that great.  If you really want medicine though, don't overlook...

[Jim]

Let me explain this to the best of my ability.  As a disclaimer I am a doctor not a lawyer or insurance expert.  This is just my understanding. When...

[Jim]

I think I might need to pose this question on a larger personal finance site...not sure if Quicken/Mint have community support forums or not.  The security...

[Jim]

Don't forget to consider the extra payroll & medicare taxes that you will be responsible for as 1099 contractor.  See the blogs that SValleyMD menti...

[Jim]

No one has any insights on this?

[Jim]

It's just nomenclature.  Nose coverage from a current employer is the same thing as tail coverage from a previous employer.  That being said though,...

[Jim]

This started as an aside from Randleman1's thread regarding "Organizing your portfolio", so instead of hijacking his thread, I thought I'd start a new...

[Jim]

One of the biggest problems I've had with account aggregators (mint.com, Quicken software, personal capital, etc) is that they can't deal with 2FA.  This...

[Jim]

Have worked with locumtenens.com and lindehc.com in the past, no major problems.  Good luck.

[Jim]

There's a trial lawyer who puts out sue-your-doctor videos on youtube, and in every one, he says at the end "...if your matter happened here in New York,...

[Jim]

I never thought about CME expenses.  I wonder if they would be eligible?  Such as the ACE/SEE courses from ASA.

[Jim]

That's what I suspected; thanks for the clarification.

[Jim]

Johanna, I have a similar question.  I'm taking a new job that has a high-deductible medical plan ($4000).  The employer pays half of that by depositing...

[Jim]

1. The Intelligent Investor by Benjamin Graham

I'll let others give recs for the other 4.  

[Jim]

You're making a fool's bet.  So come Sept 1, and you haven't had any catastrophic accidents over the summer, what are you going to do?  You have to...

[Jim]

I use Interactive Brokers.  2 things I like about them: 1. (Captain Obvious) $1.00 commission on a 200-share trade.  $1 option contracts.  Absolutel...

[Jim]

mrspop wrote: Our only “child” is our polydactyl tabby cat.  Given that he’s got thumbs (two on each front paw!) and seems more intelligent than our friends’ babies...

[Jim]

Thanks for that very informative answer BigLaw1636

[Jim]

Whatever is in the Amazon Gold Box Deal of the Day... lol

 

[Jim]

LBKCLU wrote: Here are a few recommendations: 1. Harry Wigler, CPA/PFS. (516) 677-6211 or [email protected] 2. Joseph Matheson, MBA, CPA, ABV, CVA, PFS, CFF, CFE. (973) 428-...

[Jim]

Has anyone ever read "Asset Protection: Concepts and Strategies for Protecting Your Wealth" by Jay Adkisson?  I have a copy.  Met the author (actually...

[Jim]

Sermo is a cesspool and it embarrasses me as a physician to be a part of that group.  The only posts I read on there anymore are enbastet's medicolegal...

[Jim]

Well, you know what they say: if you're 20 and not a liberal, you don't have a heart.  If you're 40 and not a conservative, you don't have a brain.  :P S...

[Jim]

Here's a link to the kindle version.  Only 3 bucks, whaddayagot to lose? http://www.amazon.com/Intelligent-Investor-Collins-Business-Essentials-ebook/dp/B000FC12C8/ref=mt_kindle?_encoding=UTF8&me=  ...

[Jim]

Highly recommend Graham's "The Intelligent Investor" https://www.amazon.com/Intelligent-Investor-Definitive-Investing-Essentials/dp/0060555661/ref=sr_1_1?ie=UTF8&qid=1453159771&sr=8-1&keywords=the+intelligent+investor   Amazon link, not an affiliate link, just providing it as a courtesy.   [Here's a WCI link if you care to use it: http://www.amazon.com/gp/product/0060555661/ref=as_li_tl?ie=UTF8&camp...

[Jim]

Check out John T Reed's collection of real estate investment books: http://www.johntreed.com/collections/real-estate-investment  ...

[Jim]

While I do enjoy what I do, the older I get, the less I enjoy doing it at 3:00am or on weekends.  If I could work in a surgi-center, no call, no nights...

[Jim]

Crowdfunding is getting pretty popular too.

 

[Jim]

Larry beat me to answer your second question. Hi Larry. As to your first question, here is how I look at it: it is extremely difficult (I would go...

[Jim]

Keep in mind that 2 of the best life insurance companies, Northwest Mutual and TIAA-CREF, don't give quotes (AFAIK) thru term4sale or any other brokers. P...

[Jim]

Just what I need, another time-sink  

[Jim]

Hillary, unfortunately.  No one can beat her.  The only chance I see for the GOP would be a Rubio/Carson (not necessarily in that order) ticket, which...