May 26, 2022
It’s always a good idea to have cash set aside for emergencies or for major purchases you might have coming up. But when is a healthy bank account actually counterproductive? With today’s challenging financial environment, we thought it would be a good idea to have the cash conversation again.
What we discuss...
May 19, 2022
Should I take money out of my 401k to pay off debt? What are the tax implications of selling my mom’s house? Why are financial advisors paying more attention to my husband? These are a few of the questions we’re answering in today’s mailbag.
What we discuss today:
2:30 – 401k debt relief
7:57 – Selling...
May 12, 2022
Housing is a really important topic for a lot of retirees because, for many of us, it’s the biggest asset we’ll ever own or manage. On this episode, we’ll cover some common housing questions we get from retirees.
What we discuss today:
2:51 – Interest rates
8:50 – Downsizing
10:58 – Home equity
15:03 –...
May 5, 2022
Should you pay for an expensive college for your child? Should you budget or meet with a financial advisor first? These are a few of the questions we’re answering in today’s mailbag.
What we discuss today:
3:28 – College costs
5:31 – Budgeting
7:33 – Money in the bank
10:47 – Life insurance
12:55 –...