Topics and your questions answered on the show
- There is one word that will do more to build wealth in your life than any other. Do you know what it is?
- Nicholas has a simple tax situation and asks if the free Credit Karma tax service would be better than a $250 CPA.
- Don has $220k cash value in a whole life policy and is considering if he should switch to a term policy.
- Phil has $35,000 in investments, will be looking to buy a house soon and asks where the money should be put.
- Deanna the dog walker is opening a taxable investment account and wants to know the yearly tax implications.
- You’re killing it with your 401(k), right?
- The YOLO lifestyle
- Quote of the day brought to you by Charlie Brown.
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Links mentioned in the show
- Please share the show by texting https://GetFR.com to 3 people.
- Personal Finance Scholarship
- Credit Karma Free Tax Service
- Bloomberg report on 401(k)s
- S&P 500 Historical calculator
- Witt Actuarial Services
- Glenn Daily
- James Hunt
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How To Get Started Investing
The international bestseller by CERTIFIED FINANCIAL PLANNER™ Scott Alan Turner. Choose the right accounts & investments so your money grows for you – automatically. No jargon, confusion, or pie in the sky promises. Just a proven plan that works.