Should you use your savings to pay off your mortgage early? Check out this short video for my two cents.
On this episode I chat with Downtown Josh Brown and Michael Batnick about investing during moments of crisis, why financial literacy education for young people is overrated, and much more!
How long do you need to keep those old tax documents? What about mortgage paperwork? Check out this short video as I help you declutter your financial documents!
On this episode we chat with Regina and Dave, who are planning retirement on a pension, as well as considering a relocation.
On this episode we chat with Carol, who wants to help her daughter buy a house.
On this episode we chat with Shannon, who has been double paying her mortgage while solo planning for retirement.
On this episode we chat with Dave, who is preparing for retirement, but is unsure if he has the liquidity to finance it.
On this episode we’re joined by Ed Slott to discuss our favorite topic, the beauty of Roth assets.
On this episode we’re joined by Ed Slott to discuss our favorite subject, taxes!