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The Your Life, Your Money Podcast helps you thrive in life, wealth and retirement. The show is designed to navigate the complexities around money, building and securing wealth, and achieving financial independence. Scott Sierens, financial advisor at Sierens Financial Group, will provide thoughts, strategies, and ideas on each episode to help you make smart and sound financial decisions. The goal is to take complex financial subjects and make them simple and easy to understand so you can feel confident to take action, enjoy life, and eliminate financial stress and anxiety.

Scott, along with guests from across various industries, will cover topics such as tax savings strategies, investment and wealth management, IRAs, 401(k)s, retirement planning, income strategies, pensions, estate planning, social security, healthcare, and much more.

Retirement isn't an age or number. It's finding the balance between living life today and feeling financially confident about YOUR tomorrow.

Ask Scott your questions by calling 847-235-6989 or check out our podcast website at https://lifemoneyshow.com for more resources.

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  2. Ep 105: Paying Off the Mortgage, Convincing a Spouse to Retire, Taxes on Inheritance - Mailbag Episode

Ep 105: Paying Off the Mortgage, Convincing a Spouse to Retire, Taxes on Inheritance - Mailbag Episode

May 25, 2023

In today’s episode, we continue discussing and answering listener questions we’ve received. Scott will answer questions on paying off your home mortgage, navigating retirement discussions with your partner, and leaving behind an inheritance for your children. Listen in as you may find yourself asking a similar question, in a similar scenario, or able to take the strategies discussed to help improve your financial picture!

 

Here's what we’ll discuss in this episode:  

  • Mailbag- Should I just pay off the $45,000 left on my mortgage if I have the money? (2:40)
  • Are you getting tax deductions for your mortgage interest? (9:43)
  • Mailbag- How can I convince my spouse to join me in retirement? (11:51)
  • Mailbag- What kind of planning do I need to do to ensure my kids inherit my money and not the IRS? (19:52)

 

Want to get in touch?

Web: https://sierensfinancialgroup.com/

Email: office@sierensfinancialgroup.com

Phone: 847-235-6989

Read more and get additional financial resources here: http://lifemoneyshow.com 

Check out our YouTube channel: https://www.youtube.com/channel/UCPhQ-u12d60Z0HNCwwVubdQ