On this episode, we’ll try to pick sides in some important financial debates. From bonds to life insurance, credit card debt to starting Social Security, we’ll propose several different topics to see which sides of the debates you and your advisor should probably fall on.

Since there’s never a true answer to any debate because planning needs vary for every individual, Meredith and Adam will take on opposing viewpoints and try to explain both sides of the issue.

 

What we discuss in this episode: 

2:13 – Always pay off your house as soon as you can.

5:58 – Nobody needs life insurance once they’ve retired.

10:03 – Annuities are a rip-off.

15:10 – You’ll be in a lower tax bracket in retirement. Defer taxes now.

20:25 – Start Social Security as early as possible.

24:53 – Getting to Know Meredith and Adam

 

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