On this week's show, we will answer some listener questions that have been sent in. We will discuss investing excess money from downsizing, keeping assets separate in a marriage, and if it's a good idea to start taking social security in order to pay off your house. CONTACT Website: <a href='https://unifiedwealthplanning.com/'>https://unifiedwealthplanning.com/</a> Phone: 260-338-2379 Email: marsha@unifiedwealthplanning.com Location: Fort Wayne, Indiana Click the following link to get your no-cost Tax Free Retirement Toolkit! <a href='https://hza007oh.pages.infusionsoft.net/'>https://hza007oh.pages.infusionsoft.n</a>

On this week's show, we will answer some listener questions that have been sent in. We will discuss investing excess money from downsizing, keeping assets separate in a marriage, and if it's a good idea to start taking social security in order to pay off your house. CONTACT Website: https://unifiedwealthplanning.com/ Phone: 260-338-2379 Email: marsha@unifiedwealthplanning.com Location: Fort Wayne, Indiana Click the following link to get your no-cost Tax Free Retirement Toolkit! https://hza007oh.pages.infusionsoft.n

On this week's show, we will answer some listener questions that have been sent in. We will discuss investing excess money from downsizing, keeping assets separate in a marriage, and if it's a good idea to start taking social security in order to pay off your house. CONTACT Website: <a href="https://unifiedwealthplanning.com/" rel="noopener noreferrer">https://unifiedwealthplanning.com/</a> Phone: 260-338-2379 Email: marsha@unifiedwealthplanning.com Location: Fort Wayne, Indiana Click the following link to get your no-cost Tax Free Retirement Toolkit! <a href="https://hza007oh.pages.infusionsoft.net/" rel="noopener noreferrer">https://hza007oh.pages.infusionsoft.n</a>

Ep 11: Mailbag - Using Social Security To Pay Off The House

Join investment advisor representative Marsha Harris for financial and retirement planning help on the Marsha on Money Podcast. Marsha is the Founder & CEO of Unified Wealth & Retirement Planning based in Fort Wayne, Indiana. As a fiduciary, Marsha helps clients make financial decisions that are in their best interests to help them get to, and through, retirement. She's the kind of advisor you can feel good about sending mom to...If you need help with your 401(k), IRA, and other retirement accounts then Marsha on Money is the show for you. If you have questions about risk, investing for retirement, annuities, social security, taxes, inflation, and any other important money topic then don't miss a single episode. Marsha will be discussing these topics and more to help Baby Boomers and future generations better prepare for an uncertain financial future. Call Marsha Harris if you have any questions at 260-338-2379 or go online to https://unifiedwealthplanning.com/ to find out more information!

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Join investment advisor representative Marsha Harris for financial and retirement planning help on the Marsha on Money Podcast. Marsha is the Founder &amp; CEO of Unified Wealth &amp; Retirement Planning based in Fort Wayne, Indiana. As a fiduciary, Marsha helps clients make financial decisions that are in their best interests to help them get to, and through, retirement. She's the kind of advisor you can feel good about sending mom to...If you need help with your 401(k), IRA, and other retirement accounts then Marsha on Money is the show for you. If you have questions about risk, investing for retirement, annuities, social security, taxes, inflation, and any other important money topic then don't miss a single episode. Marsha will be discussing these topics and more to help Baby Boomers and future generations better prepare for an uncertain financial future. Call Marsha Harris if you have any questions at 260-338-2379 or go online to https://unifiedwealthplanning.com/ to find out more information!

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Ep 11: Mailbag - Using Social Security To Pay Off The House

Ep 11: Mailbag - Using Social Security To Pay Off The House

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