Smart Money Questions

Weekly investing and financial planning wisdom seeking to provide answers to your financial questions with your host, Matt Hausman.

Tough Questions About Family Finances

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We’re tackling some tough questions about family finances today. Should you kick your sister out of your deceased mother’s home? What retirement challenges could you face as the parent of a young child? Should you buy your dream home?

 

Read more and get additional financial resources here: https://wp.me/p9B077-Nt 

 

What we discuss on this episode: 

2:35 – Kick sister out?

4:37 – Get a mortgage?

5:48 – Income plan

8:12 – Retirement with young child?

9:22 – Survivorship income planning

12:08 – Life insurance

13:13 – Take out a mortgage?

16:08 – Overall investments and strategy

The Average Client & What Legal Docs You Must Have

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People often ask us, “What’s your average client like?” We’ll share what traits they have and why they are successful. Also, find out what documents you must have and why you should keep them up to date.

 

Read more and get additional resources here: https://wp.me/p9B077-Nn 

 

What we discuss on this episode: 

0:30 – 20-year wedding anniversary

3:30 – Mortality and documents

7:11 – Wills

9:36 – How do I measure up?

13:02 – Gratitude

15:02 – Define your success

15:55 – The Giant Killer

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