Life insurance is a product we get asked about all the time as people are trying to determine if they need to hold on to an old policy or even bother getting one at all. We get this question all the time and there have been a couple different scenarios come up recently that we wanted to bring to the show. So we’ll address those and go through the reasoning behind what we’ve discussed with clients.
As of the end of March, we will no longer be at our current location. We are getting close to securing our new permanent location, which will hopefully be done in the next few weeks. In the interim, we’re going to be operating at 101 Lindenwood Drive in Malvern, Pennsylvania. Everything else will stay the same in terms of contacting us
Here’s some of what we discuss in this episode:
Want to contact us?
Website - https://smartmoneyquestions.com/
Email - info@smartmoneyquestions.com
Adam Quiney On Your Relationship With Money
SECURE Act & Gifting vs. Inheriting
Roth IRA Follow Up And Inheriting Something I Don't Want
Roth IRA Contribution Limits And Other Questions
Estate Planning Essentials: Beneficiary Forms And Legal Documents
What's The Value Of An Advisor?
Julie's Story - A Client's Perspective
Mailbag: Savings, Roth or Traditional IRA, College Planning
Episode #93: Harlan Accola - Behind The Curtain of Reverse Mortgages
Episode #92: What The Rich DON'T Do With Their Money
Episode #91: Mailbag - Social Security, Inherited Stocks, Market Recessions
Episode #90: Relocating In Retirement
Episode #89 Understanding Risk Tolerance
Episode #88: Market Volatility & Risk
Episode #87: Mailbag - Paying Off Your House
Episode #86: Attitude Of Gratitude
Episode #85: Headlines Featuring Scams And Market Crashes
Episode 84: Paradigm Shift
Episode #83: Advising Is Problem-Solving
Episode #82: Soda Taxes And Fire
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