We’re kicking off the week by answering your listener questions! And if you have a question that you’d like for us to answer on the show, we’d love for you to submit your own via HowToMoney.com/ask , send us your voice memo. Regardless of how random or bizarre you might think it is, we want to hear it!
1 – Retirement rollover: Should I pay the fee with Capitalize to expedite my 403b rollover, just wait, or are there other options?
2 – Too liquid: How do I know if I have too much cash since my financial goals are a number of years out?
3 – Safety vs growth: As I approach retirement, does it make sense to buy additional years of service to boost my pension?
4 – Local vs national: Should I pay more for my mortgage if it means better service with a local lender or is it only about the lowest rate?
5 – Autopilot: Is the “AI World War III” portfolio worth considering over on the Autopilot app?
Want more How To Money in your life? Here are some additional ways to get ahead with your personal finances:
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- Money Gears: knowing what to do with your money is crucial to your personal finance journey.
- MG7: and maybe you’re well on your way to financial independence but you’re looking for some financial reassurance, that’s when heading over to HowToMoney.com/Advisor and getting matched with a highly vetted financial advisor makes sense.
During this episode we enjoyed a If It Doesn’t Have OJ I’m Not Drinking It by Two Tides Brewery! And please help us to spread the word by letting friends and family know about How to Money! Hit the share button, subscribe if you’re not already a regular listener, and give us a quick review in Apple Podcasts or wherever you get your podcasts. Help us to change the conversation around personal finance and get more people doing smart things with their money!
Best friends out!
