Bonus Call: Do I Need a Financial Planner?

Retirement is approaching, and so far you’ve done a great job of planning for it on your own. Do you need to hire a financial planner or can you keep going solo? That’s what Michelle was wondering on the latest BONUS call.

Bonus Call: Should I Pay Down My Mortgage?

If it’s offered, should you be making post-tax contributions to your retirement plan? As you’ll hear on the latest BONUS call with Chelsea from North Carolina, it kinda depends on your situation.

Bonus Call: Backdoor Roth IRA

If you make too much money and are not able to contribute to a Roth IRA, I’m all for implementing the backdoor conversion strategy.

Ep.72 – I Love Capitalism with Ken Langone

Every once in a while I chat with somebody who makes me realize just how cool my job really is. That’s the case this week with Ken Langone, the legendary financier, who helped take a bunch of companies public before co-founding Home Depot. Ken has also became a philanthropist extraordinaire, helping to rebuild the New York University hospital.

 

Bonus Call: Post-Tax Retirement Savings

If it’s offered, should you be making post-tax contributions to your retirement plan? As you’ll hear on the latest BONUS call with Chelsea from North Carolina, it kinda depends on your situation.