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087. Case Studies: Where to focus when you’re feeling behind? Investing, life insurance, and paying off your mortgage in your 70s?

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Manage episode 454542009 series 3473627
Content provided by Maggie Tucker. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Maggie Tucker or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

We review two listener case studies, share their financial situations and backgrounds, and answer their questions about how to move forward with their finances.

Andrew joins this week’s podcast as we talk about:

- If you should renew a term life insurance policy in your 70s

- The importance of accessing your 401K and other retirement accounts and understating what you’re invested in

- Whether or not you should pay for your house

- What to do if you feel behind on your finances

- Running a retirement calculator to see when you could potentially retire

- Investing in a HYSA vs. stocks when you’re in your 70s

- What to do if you’re too cash-heavy

- How to get started with a 529 plan

- The tradeoff of buying a larger home or retiring earlier

- High-yield savings accounts, maxing out your 401Ks, and more!

Get the full show notes, show references, and more information here: https://www.insideoutmoney.org/087-case-studies-where-to-focus-when-youre-feeling-investing-life-insurance-and-paying-off-your-mortgage-in-your-70s/

  continue reading

88 episoade

Artwork
iconDistribuie
 
Manage episode 454542009 series 3473627
Content provided by Maggie Tucker. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Maggie Tucker or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

We review two listener case studies, share their financial situations and backgrounds, and answer their questions about how to move forward with their finances.

Andrew joins this week’s podcast as we talk about:

- If you should renew a term life insurance policy in your 70s

- The importance of accessing your 401K and other retirement accounts and understating what you’re invested in

- Whether or not you should pay for your house

- What to do if you feel behind on your finances

- Running a retirement calculator to see when you could potentially retire

- Investing in a HYSA vs. stocks when you’re in your 70s

- What to do if you’re too cash-heavy

- How to get started with a 529 plan

- The tradeoff of buying a larger home or retiring earlier

- High-yield savings accounts, maxing out your 401Ks, and more!

Get the full show notes, show references, and more information here: https://www.insideoutmoney.org/087-case-studies-where-to-focus-when-youre-feeling-investing-life-insurance-and-paying-off-your-mortgage-in-your-70s/

  continue reading

88 episoade

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