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Financial Residency

Feb 23, 2018

Time to answer listener questions about HSA’s, 529’s and investing. Enjoy!

If you have a question keeping you up at night and would like to be featured on the podcast, click here to record your question today.

Some of the questions featured on this episode are listed below.

1. Do you have any tips for how to save for a down payment on a house?

2. Looking into investing for my child’s education. What are your thoughts on 529 plans, specifically California 529 plan? 

3. How do I decide how much I should put into pre tax retirement accounts and how much I should place in more liquid investments?

4. How aggressive should my HSA portfolio be?

5. How do we invest? 

Jump start your financial residency with these free resources!