We can do all the planning we want in life, but sometimes things just happen, including the sudden loss of a loved one. That’s the case with Steve from Cleveland who is trying to navigate things after the loss of his father.
47 years old and looking to retire in the next four years or so…can he do it? That’s the question from Michael in New York on the latest BONUS call. I know one thing…he better be sitting on a pile of money!
So you just got a raise and are trying to decide if you should put that extra money into the retirement pot or put it toward the mortgage? I love this question. Paying down the debt seems like a no-brainer, right? Take a listen my friends as we walk through it with Nick from the Bay Area.
Few things are bigger than buying your first home. That’s why you want to make sure you approach it in the right way. That’s the chat I had with Mariana on the latest BONUS call.
Digging out from under our pile of calls and emails has been a struggle all year long, and there’s really no end in sight. It’s definitely a good problem to have and one that will certainly lead to more shows like today’s episode that only features questions from you, our fabulous listeners!
There’s a variety of ways to save for retirement. You can do it at work via a workplace sponsored plan such as a 401(k), you can open a traditional IRA or a Roth IRA, or you can also open a brokerage account. The point is there’s a variety of options. Which is best in your particular situation? That’s what Katie from Omaha was asking on the latest BONUS call.
Who really likes having a car loan? No one is the answer. If you have some cash in the bank, enough to pay off the car, should you pull the trigger and free yourself of the debt? As I told Devin from Pittsburgh on the latest BONUS call, it all depends on your unique situation.
At what point should you consider purchasing life insurance? And what kind? Term, whole life, etc? That’s what we’re discussing today with Gabriel from D.C.
Having some extra money to invest, and not knowing what to do with it, is what I like to call a good problem to have! That’s the case with Kelly in Atlanta, who’s sitting on 125k with no short term needs on the horizon.
We’ve all been there. Leaving one job and starting another. But what should you do with your retirement account at the old place? That’s the question from Nate on the latest BONUS call.