BONUS call 044

If you ever take a look at the investments in your retirement plan chances are you’ll see a bunch of target-date fund options. Sometimes people think they’re the best option…kind of like one stop shopping. And sometimes they are. But sometimes they aren’t, which is what Suzen from Chicago found out on the latest BONUS call.

BONUS call 043

This week on the BONUS call it’s the age-old question about big city living…should I buy or keep on renting?

 

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This week we have what I believe is our first call ever from Alabama as we welcome Katrina to the show.

 

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Today on the BONUS call we’re discussing my favorite topic of annuities with Roland who has a sneaking suspicion that his financial advisor may not be steering him in the right direction.

 

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A 401(k) or a Roth 401(k)…which one is right for you? That’s what Pat from Virginia wanted to know on the latest BONUS call.

 

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On the latest BONUS call it’s Ralph from Missouri who may win the 2017 Father of the Year Award! Being the nice guy that he is, Ralph wanted to know the pros and cons of helping his daughter pay off a student loan. So nice!

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Surprise, surprise…it’s a BONUS call on a Saturday! Since we haven’t had any calls on the last few episodes, we thought we’d throw you guys a bone 🙂

 

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Imagine that you have a very cheap mortgage but the rate is adjustable and not fixed. Also imagine that you have the cash flow to lock it in. Should you do it? That’s the scenario on the latest BONUS call as we’re chatting with Matt in Pennsylvania.

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This week on the BONUS call it’s Chipper from Atlanta with the age-old question of renting vs. buying. There is no rule that says it’s always better to own. For some, renting can be a better long-term option.