Aug 31, 2023
We’re back with another mailbag episode today! Join us as we tackle
a range of topics- from navigating investments during significant
life changes to figuring out a retirement travel spending amount,
this episode covers a lot of ground. Scott is here to answer your
questions, so stick around to see what you can learn.
Here are the questions we’ll answer on today’s
I have a lot of major life changes occurring in the next six months
that I think will affect how I should be invested. Should I just
park my money in cash until life settles down?
How much is a reasonable amount to spend on travel in
My mom died two years ago, and my three sisters and I inherited her
house. I've always wanted to sell it, but they're worried about the
tax implications of selling the house. How do I explain that it
won’t hurt us from a tax perspective?
I've been told that I need to make sure I have a mortgage when I
retire because that will be the only tax deduction I'll have at
that point. I've been paying extra for my house to have it paid off
by the time I retire. But maybe I should slow down on that
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