Bonus Call: Save for Retirement or Pay Off Mortgage

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.

Bonus Call: First Time Home Buyer

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.

Bonus Episode: A Large Financial Windfall and Disability Insurance

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!

Bonus Call: Ways to Save for Retirement

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.

Bonus Call: Should I Pay Off the Car?

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.

Bonus Call: Why You Need Life Insurance

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.

Bonus Call: How to Invest Extra Money

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.

 

Bonus Call: Should I Use Roth 401(k)?

It’s becoming more and more common for workplace retirement plans to offer a Roth 401(k) option. The next question is whether or not you should be using it. That’s what Shirley wanted to know on the latest BONUS call.