We are on a mission to help people feel SAFE, STRONG, and SECURE managing their own money. Kaki Perdue is a CPA and a CERTIFIED FINANCIAL PLANNER™ and she answers listener questions without judgement with a focus on emotional and financial well-being. Check out more personal finance education at www.lookbothwaysfinancial.com
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Contact path
Verified email
Booking probability
23%
Guest openness
Selective
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Signup to Generate a PitchWe are on a mission to help people feel SAFE, STRONG, and SECURE managing their own money. Kaki Perdue is a CPA and a CERTIFIED FINANCIAL PLANNER™ and she answers listener questions without judgement with a focus on emotional and financial well-being.
Recent episodes include "#57 - Switch to CDs" (30 April 2025, 10 minutes), "#56 - The 5 Whys" (9 April 2025, 7 minutes), and "#55 Nervous to Invest" (26 March 2025, 12 minutes).
Look Both Ways Financial publishes roughly every two weeks, with episodes averaging 10 minutes across 57 episodes.
Booking probability for Look Both Ways Financial is 23%, and the host is rated Selective on guests. Look Both Ways Financial requires a Pod Score of 80 or higher. Look Both Ways Financial's contact route on record: verified email.
The strongest fits for Look Both Ways Financial are Investing & Wealth Management. Look Both Ways Financial has an education audience.
Look Both Ways Financial is an education podcast with 57 episodes published.
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
Look Both Ways Financial
<p>What if your income needs are covered by social security and pensions? The stock market is down and losing money isn't fun. Should you sell out of your equity and switch to CDs? </p><p>Join Kaki as she offers...
Look Both Ways Financial
<p>Its ok to feel nervous. Join Kaki as she gives an example of using the 5 Why technique to help a client get to actionable steps. </p>
Look Both Ways Financial
<p>Is the state of the economy making you nervous and preventing you from investing? Join Kaki as she answers a question from Jessica. Jessica wants to open a Roth IRA but she is nervous about the economy...
Look Both Ways Financial
<p>Charles has been approached by an advisor to implement an options trading strategy within his investment portfolio. Join Kaki as she provides a second opinion to Charles on his question. </p>
Look Both Ways Financial
<p>Will an inheritance cause me to pay extra Medicare premiums? Join Kaki as she answers a question from Travis related to IRMAA, income related monthly adjustment amount. </p><p><br></p><p>Mentioned on this podcast...
Look Both Ways Financial
<p>Robert owns a home and a van. He loves the van life and wants to know if he should keep his home and rent it out or sell his home and live the full time van life. Join Kaki as she helps Robert think about this...
Look Both Ways Financial
<p>What is the best way to save for education? A 529, A roth, an HSA, or a brokerage account? Join Kaki as she discusses the pros and cons of each savings vehicle. </p>
Look Both Ways Financial
<p>Lindsay received a higher paycheck in December. It took some digging, but she realized that payroll taxes go down after certain income thresholds. Why is this? What do you do with the extra money? </p> <p>Join Kaki...
Episode #49
<p>So Kaki - what do you do for year end investment and financial planning? What a great question! Join Kaki as she shares her financial planning tips for year end. </p>
Episode #48
<p>What if you found out that someone was being paid wages that were not reported to the IRS? What might be the consequences and how do you know if you are over-reacting? Join Kaki as she answers listener questions. </p>
Look Both Ways Financial
<p>Do you feel lost and confused during open enrollment when it is time to select a medical insurance plan? You are not alone. Join Kaki as she describes, in plain English, a few steps to take as you decide which...
Look Both Ways Financial
<p>Claire is about to take a vacation that requires a time share presentation. Join Kaki as she shares her own experience owning a time share as well as some things to consider before buying a time share. </p>
Look Both Ways Financial
<p>This week Kaki answers questions that she has received recently with several people: </p> <p><br /></p> <p>1. Can I choose the brokerage for my investments? </p> <p>2. What happens to all the money when the stock...
Look Both Ways Financial
<p>In this episode Kaki answers a question from Marshall about the Windfall Elimination Provision. Marshall has a pension and wants to know if his social security is going to be lower due to the Windfall Elimination...
Look Both Ways Financial
<p>Samantha is in residency and she has student loans hanging over her. She has inherited some money and needs advice on what to do next with this money. </p> <p>Join Kaki as she offers down-to-earth advice to help...
Look Both Ways Financial
<p>In this episode Mary tried to find a fiduciary advisor, but she wasn't happy with the meeting. Join Kaki as she explains the murky waters of the "Fiduciary" label as well as giving guidance for Mary's situation. </p>...
Look Both Ways Financial
<p>What happens when your retirement plan at work gets moved? Evan's plan is moving from John Hancock to Voya - the move is making Evan nervous. Join Kaki as she helps Evan think about this change and helps Evan...
Look Both Ways Financial
<p>Nancy has inherited an IRA and isn't sure how to think about the distributions or the money in general. Join Kaki as she provides guidance including tax planning for required distributions. </p>
Look Both Ways Financial
<p>Should we consider a whole life insurance policy for our infant son? Join Kaki as she answers a question from Alex. </p>
Look Both Ways Financial
<p>Nancy is looking for guidance on taking distributions from an Inherited IRA. </p> <p>Join Kaki as she helps Nancy understand the new rules from the Secure Act for Inherited IRA distributions as well as thinking about...
PitchCentric classifies Look Both Ways Financial under these industries. Guests from them are the closest fit, and each links to the best podcasts in that industry.
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