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.

Bonus Call: Should I Fire My Financial Advisor?

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!!

Bonus Call: Pension Lump Sum or Annuity?

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.