Smart Money Questions

2021-04

Episodes

Thursday Apr 15, 2021

Is $1 million enough to retire? That depends on a lot of factors. We’ll explain what they are on this episode.
 
Read more and get additional financial resources here: https://wp.me/p9B077-Ni 
 
What we discuss on this episode: 
4:22 – Yahoo Finance Article
6:13 – Put money to work
8:58 – Your situation
12:58 – Social Security
14:13 – Expenses
15:40 – Moving to lower tax states
17:23 – Risk
21:32 - Variables

Leaving 401k to My Child

Thursday Apr 01, 2021

Thursday Apr 01, 2021

Should I leave my 401k to my child? We get this question a lot so let’s dive into the pros and cons of leaving your children money and what strategies you can use to make sure it benefits everyone.
 
Read more and get additional financial resources here: https://wp.me/p9B077-N8 
 
What we discuss on this episode:
4:13 – Leave 401k to son?
11:53 – Should I rent or sell my aunt’s house?

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