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

Posted on May 20th, 2021

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?


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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

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