Michael in Illinois is considering a Qualified Longevity Annuity Contract. What are the pros and cons he should keep in mind when it comes to a QLAC? That’s the discussion on the latest bonus call.
You just sold a piece of real estate and walked away with 75 grand. What should you do with it? Is paying down another mortgage the best option? That’s the question from John in Houston on the latest BONUS call.
By now you probably know that I consider myself a passive investor. That said, is there ever a time when it makes sense to be an active investor so you can squeeze out a greater percentage on that return? That’s the question from Ben in Indiana on the latest BONUS call.
It’s one thing to have a retirement plan in place, but once it’s established, you need to tweak and modify it as the years go by, hence the need for regular financial checkups. That’s the case today with Jeff who first called me five years ago.
You’ve done a great job with your retirement plan and a great job of saving. But now you’re thinking about worst case scenarios. What happens if there’s another recession? Will I lose everything? Is my current allocation too aggressive? That’s the scenario on the latest bonus call with Bob from Philadelphia.
For years and years you’ve been the sole breadwinner. Now your spouse is back in the workforce and there’s a surplus of money flowing in. What should you do with it? That’s the good problem facing John from North Carolina.
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.