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:
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Website - https://smartmoneyquestions.com/
Email - info@smartmoneyquestions.com
Episode #61: Things You Can't Control
Episode #60: Legal Documents You Need In Your Retirement Plan
Episode #59: Getting Started: A Financial Plan's First Steps
Episode #58: What Are You Going To Do In Retirement?
Mailbag: Office Buildings, Whole Life, Financial Empowerment
You Got What?
The Important Things You Should Know About 401k Rollovers
Fear Of Running Out Vs Spending It
Mailbag: IRA Losses, Unemployed Conversions, Severance, "Financial Guys"
Side Thought: Should You Pay Off A Mortgage With An IRA?
Helping Out With Parents
April: National Distracted Investor Awareness Month
Mailbag: Downsizing, Big vs. Small Companies, And Forced Budgeting
Mailbag: International Conflicts, College Loans, Lots of Little 401ks, And When To Finally Meet With An Advisor
His And Hers Retirement Planning
Storytime: Collaborating With Other Pros
Mailbag: Home As A Retirement Plan And Spousal Dispute Questions
Chocolate, Thunderstorms, Mortgages, And Target Date Funds
The Financial Lies We Tell Ourselves
Carrie's Question: What's Going To Happen To Tax Rates?
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