We often have a lot of unrealistic expectations about retirement. And there’s nothing wrong with that if we reel ourselves back toward reality before making major decisions. Let’s talk about some of the ways our retirement expectations get out of whack and what more realistic scenarios should look like.
Some great questions this week about things to think about if you're looking to retire in your 50s instead of your 60s, how much to plan to pay in nursing home care, and what David Lee thinks about using insurance as an investment.
Join us as we feature your questions on short-term investing, self-directed IRAs, and rental properties.
Believe it or not, financial planning isn’t all about math and logic. There are times when it’s important to factor in how you feel about certain things. Let’s cover some of the times where it’s OK to let your emotions and feelings enter the financial equation.
Depending on who you ask, you could get very different answers to some of retirement planning’s most important questions. Let’s see where our opinions all stand on issues like insurance, mutual funds & annuities. And we’ll try to answer why there are so many different opinions on these concepts.
On this episode of the Mach 1 Market Moment Podcast, we'll be answering your questions about early retirement, small business taxes, and whether a certain financial mentality is short-sighted.
We'll answer your questions about long term care coverage, using life insurance as an investment, and whether fee-only advisors are the best ones.
Matt Walters joins the podcast this week to answer email questions from Hank and Daniel. Hank wants to know if all his money should be going into Roth accounts in order to avoid taxes down the road. Brent is wondering if his brother-in-law's advice about the market being overvalued is accurate. We'll see what Matt thinks about those questions on today's edition of the Mach 1 Market Moment.
We've got another great batch of listener questions on the Mach 1 Market Moment Podcast. Saul asks an intriguing question about office building real estate. Marie is wondering if there is such a thing as too much life insurance. Later, we'll also get questions from Daniel and Samantha about inflation and feeling empowered to enjoy retirement. Hear David Lee's answers and more on today's episode.