Preview Mode Links will not work in preview mode

Financial Residency

Nov 21, 2017

Have a question that’s keeping you up at night? Today I answer 5 listener questions out of many amazing questions that I think will really help build a foundation of finance knowledge that will help you take control over your finances and set you down the right financial path.

1. Should I pay off my home loan early?

2. What are your recommendations on investing for retirement, putting away funds for kids college or general savings for your life goals when you have credit card debt?

3. What do I do with my 403b from my previous employer?

4. I’m saving for a home down payment, is it better to invest that money while saving or store it away in a savings account?

5. How do you fire your advisor? What is the process of doing that and who will manage my investments and insurance policies after?

 Take control of your finances with our free financial audit checklist.