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תוכן מסופק על ידי W. Ben Utley and Nate Reineke, W. Ben Utley, and Nate Reineke. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי W. Ben Utley and Nate Reineke, W. Ben Utley, and Nate Reineke או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.
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Should I pay off my house with my inheritance?

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Manage episode 426887122 series 3584152
תוכן מסופק על ידי W. Ben Utley and Nate Reineke, W. Ben Utley, and Nate Reineke. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי W. Ben Utley and Nate Reineke, W. Ben Utley, and Nate Reineke או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.

How do I use my 529 to pay for college?

Should I make regular 529 withdrawals or can I leave the 529 money in the account growing tax free as long as possible?

I received a large inheritance, should I pay off my 2.5% mortgage?

Should I count on merit based scholarships?

Should I let my 1-year CD rollover at Alliant or move it to a cash reserves account at Betterment?

How should we save up the down payment for a $2M home purchase?

ARE YOU GETTING ALL THE TAX BREAKS YOU REALLY DESERVE? To find out, get your copy of The Overtaxed Doctor's Retirement Investing Checklist at https://physicianfamily.com/go

GOT A QUESTION? Write to us at podcast@physicianfamily.com.

NOTICE Physician Family Financial Advisors Inc., a registered investment advisor, has reasonable belief that the information and content as a whole does not include any false or materially misleading statements or omissions of facts regarding services, investments, or client experience. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account the specific situation or objectives of individuals and is not intended as recommendations appropriate for all individuals. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

  continue reading

90 פרקים

Artwork
iconשתפו
 
Manage episode 426887122 series 3584152
תוכן מסופק על ידי W. Ben Utley and Nate Reineke, W. Ben Utley, and Nate Reineke. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי W. Ben Utley and Nate Reineke, W. Ben Utley, and Nate Reineke או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.

How do I use my 529 to pay for college?

Should I make regular 529 withdrawals or can I leave the 529 money in the account growing tax free as long as possible?

I received a large inheritance, should I pay off my 2.5% mortgage?

Should I count on merit based scholarships?

Should I let my 1-year CD rollover at Alliant or move it to a cash reserves account at Betterment?

How should we save up the down payment for a $2M home purchase?

ARE YOU GETTING ALL THE TAX BREAKS YOU REALLY DESERVE? To find out, get your copy of The Overtaxed Doctor's Retirement Investing Checklist at https://physicianfamily.com/go

GOT A QUESTION? Write to us at podcast@physicianfamily.com.

NOTICE Physician Family Financial Advisors Inc., a registered investment advisor, has reasonable belief that the information and content as a whole does not include any false or materially misleading statements or omissions of facts regarding services, investments, or client experience. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account the specific situation or objectives of individuals and is not intended as recommendations appropriate for all individuals. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

  continue reading

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