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.
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.
What kind of fees should I be paying my advisor? Will I have taxes and required minimum distributions with my Roth IRA? I’m 17, how can I create a budget? Those questions and more as we attempt to clear out the inbox!
Your husband thinks you’re on track for retirement, you’re not so sure. What do you do? If you’re like Laura from Seattle, you call me for an unbiased opinion!
I’m so glad when people call me before they make another mistake with their current financial advisor. That’s the case on the latest BONUS call with Joe from California, who thankfully was sensing that something wasn’t quite right. This is a great call to learn from. If your gut is telling you something, get in touch with me!!
Should I refinance my student loans? Is debt consolidation the best option? Should I be using a Roth IRA? Those are the latest questions we answered as we attempt to clear out the inbox!
Because there aren’t that many defined benefit pension programs out there anymore, we don’t get a ton of pension questions. But they do still exist, and every once in a while we’ll get a question from somebody trying to decide between a lump sum or monthly payments. That’s the case with Janet from California on the latest BONUS call.