BONUS call 033

Ruth, just 24 years old, is already a great saver but she’s wondering if there’s a better alternative to a plain old savings account?

BONUS call 032

Samantha, who is currently in grad school at Duke University, will be entering the real world in May of 2018 and wants to know what steps she should take to immediately pay off her student loans.

BONUS call 031

This week we have our longest BONUS call yet from Chris in Minnesota. Why was it on the longer side? Because Chris had some questions about the tricky world of life insurance products.

BONUS call 030

This week on the BONUS call we’re going to Bend, Oregon where we received a real estate question from Neil. Only 25 years old, Neil is wondering if it makes sense for him to buy a house.

BONUS call 029

I loved this latest BONUS call from Brianne in Oakland, CA. Brianne wasn’t looking to help herself

BONUS call 028

This week on the BONUS call we’re going to the beautiful Pacific Northwest to chat with Diane from Portland, Oregon.

BONUS call 027

Ari, a physician, has been accumulating assets for several years and recently realized that the bulk of his money is in stocks. Now Ari is thinking his portfolio should be more balanced but he’s worried about the tax hit if he starts moving things around.

BONUS call 026

This week on the BONUS call it’s yet again the all too familiar question about heavy, heavy student loan debt.

BONUS call 025

Up until now everything David has saved has been 100% invested in stocks. Now that he’s in his 30s is it time to start diversifying?

BONUS call 024

Up until now everything David has saved has been 100% invested in stocks. Now that he’s in his 30s is it time to start diversifying?