Mortgage rates have already have already dropped more than a full percent from their recent highs. Is it too soon to talk about refinancing your mortgage? Why don't financial podcasters talk about the real costs associated with a refinance? Tune in this week to hear our take.

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Perhaps not the most romantic reason, but does it make sense to get married for the tax benfits? Also how do you invest if you've got a windfall of cash to deal with? That and more in this week's mailbag episode.

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This episode is on YouTube: https://youtu.be/-Iy271i2XY8

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We commonly talk with people that underestimate the impact of Social Security (and pensions) and how big of a deal it can for building their retirement plan. This week we have a philosophical question about how to think about it and how it relates to your own plans.

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How do the taxes actually work on a non-Roth IRA? Should you prioritize Long-Term Care Insurance or Disability Insurance? If you're like our listeners, these questions may be on your mind too.

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This episode is on YouTube: https://youtu.be/vXb4sU4R1lM

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The past couple of weeks have shown an interruption in what has otherwise been a very comfy ride in the markets so far in 2024. With some major investors unloading big chunks of stock we look at the recent volatility and talk about whether it should affect positioning moving forward.

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This week we are joined by Meredith Hill, the founder and principal attorney, of the Hill Law Group. Meredith joins the show to discuss who needs estate plans and the pitfalls that families can fall into without having the proper documents in place.

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This week we celebrate that the IRS has finally clarified guidance for Inherited IRA Required Minimum Distribution (RMD) rules. And also an update on the ongoing housing drama for Ross.

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This week Ross and Dan welcome tax attorney and expert, Jasmine DiLucci to the show to talk about how you can use the tax code to your advantage, and avoid silly scams that originate online.

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Send your questions for upcoming show to [email protected]
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This week Ross and Dan break down what they look for when evaluating a clients' 401(k) plan and whether it's actually any good. Some a great, and some not be the best home for your funds. Tune in this week to find out!

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This week Ross and Dan dive into the mailbag to find what books they missed, whether recasting a mortgage is worth it (debate style) and how to calculate an RMD.

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Send your questions for upcoming show to [email protected]
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