One Went The Other Way

Check out our latest episode of our podcast “One Went the Other Way,” where Wanda answers the question what is a financial plan. Schedule an appointment with us at ⁠⁠⁠⁠⁠⁠https://www.financesforreallife.com/scheduleappt Wanda Toro and Peggy Van Hook are registered representatives with, and securities offered through, LPL Financial, Member FINRA / SIPC. Investment advice offered through Finances for Real Life, a registered investment advisor and separate entity from LPL Financial. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. #TogetherOnYourJourney #Finances #PersonalFinance #FinancialPlanning #FinancialAdvisors

Check out our latest episode of our podcast “One Went the Other Way,” where Wanda and Peggy discuss how we may not want to be using our investment accounts like our savings accounts.

Schedule an appointment with us at ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.financesforreallife.com/s...

Wanda Toro and Peggy Van Hook are registered representatives with, and securities offered through, LPL Financial, Member FINRA / SIPC.

Investment advice offered through Finances for Real Life, a registered investment advisor and separate entity from LPL Financial.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

#TogetherOnYourJourney #Finances #PersonalFinance #FinancialPlanning #FinancialAdvisors

Check out our latest episode of our podcast “One Went the Other Way,” where Wanda and Peggy discuss capital gain taxes. Schedule an appointment with us at ⁠⁠⁠⁠⁠⁠https://www.financesforreallife.com/scheduleappt Wanda Toro and Peggy Van Hook are registered representatives with, and securities offered through, LPL Financial, Member FINRA / SIPC. Investment advice offered through Finances for Real Life, a registered investment advisor and separate entity from LPL Financial. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. #TogetherOnYourJourney #Finances #PersonalFinance #FinancialPlanning #FinancialAdvisors Capital Gains Tax Chart - https://www.transamerica.com/knowledge-place/tax-facts-glance

Check out our latest episode of our podcast “One Went the Other Way,” where Peggy and Wanda discuss Roth and Traditional 401ks.

Schedule an appointment with us at ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.financesforreallife.com/scheduleappt

Wanda Toro and Peggy Van Hook are registered representatives with, and securities offered through, LPL Financial, Member FINRA / SIPC.

Investment advice offered through Finances for Real Life, a registered investment advisor and separate entity from LPL Financial.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

#TogetherOnYourJourney #Finances #PersonalFinance #FinancialPlanning #FinancialAdvisors

https://www.transamerica.com/knowledge-place/tax-facts-glance

Check out our latest episode of our podcast “One Went the Other Way,” where Peggy answers Reddit questions about long lost insurance policies.

Schedule an appointment with us at ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.financesforreallife.com/scheduleappt

Wanda Toro and Peggy Van Hook are registered representatives with, and securities offered through, LPL Financial, Member FINRA / SIPC.

Investment advice offered through Finances for Real Life, a registered investment advisor and separate entity from LPL Financial.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

#TogetherOnYourJourney #Finances #PersonalFinance #FinancialPlanning #FinancialAdvisors #reddit

Check out our latest episode of our podcast "One Went the Other Way," where Peggy and Wanda answer Reddit questions regarding parents not having any retirement savings and how to navigate the hard conversations.

Schedule an appointment with us at ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.financesforreallife.com/scheduleappt

Wanda Toro and Peggy Van Hook are registered representatives with, and securities offered through, LPL Financial, Member FINRA / SIPC.

Investment advice offered through Finances for Real Life, a registered investment advisor and separate entity from LPL Financial.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

#TogetherOnYourJourney #Finances #PersonalFinance #FinancialPlanning #FinancialAdvisors #reddit

Check out our latest episode of our podcast “One Went the Other Way,” where Wanda and Peggy answer Reddit questions about buying a house and the considerations that come along with it.Schedule an appointment with us at ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.financesforreallife.com/scheduleapptWanda Toro and Peggy Van Hook are registered representatives with, and securities offered through, LPL Financial, Member FINRA / SIPC. Investment advice offered through Finances for Real Life, a registered investment advisor and separate entity from LPL Financial. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.#TogetherOnYourJourney #Finances #PersonalFinance #FinancialPlanning #FinancialAdvisors #reddit

Check out our latest episode of our podcast “One Went the Other Way,” where Peggy answers Reddit questions regarding 1099s as well as discussed the tradeoffs in refinancing your home.

Recasting vs. Refinancing: https://www.experian.com/blogs/ask-experian/mortgage-recasting-vs-refinancing/

Schedule an appointment with us at ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.financesforreallife.com/scheduleappt

Wanda Toro and Peggy Van Hook are registered representatives with, and securities offered through, LPL Financial, Member FINRA / SIPC.

Investment advice offered through Finances for Real Life, a registered investment advisor and separate entity from LPL Financial.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

#TogetherOnYourJourney #Finances #PersonalFinance #FinancialPlanning #FinancialAdvisors #reddit

Welcome to One Went the Other Way, a podcast about your journey and finances. In this episode, Peggy answers Reddit questions about debt repayment.

Schedule an appointment with us at ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.financesforreallife.com/⁠...⁠⁠⁠

Check out FINRA's Broker Check at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://brokercheck.finra.org/⁠⁠⁠⁠⁠⁠ ⁠⁠⁠

Wanda Toro and Peggy Van Hook are registered representatives with, and securities offered through, LPL Financial, Member FINRA / SIPC.

Investment advice offered through Finances for Real Life, a registered investment advisor and separate entity from LPL Financial.  

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

#TogetherOnYourJourney #Finances #PersonalFinance #FinancialPlanning #FinancialAdvisors #debt #Reddit

Welcome to One Went the Other Way, a podcast about your journey and finances. In this episode, Peggy reviews Reddit's top finance tips.Schedule an appointment with us at ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.financesforreallife.com/scheduleapptCheck out FINRA's Broker Check at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://brokercheck.finra.org/⁠⁠⁠⁠⁠⁠ ⁠⁠⁠ Wanda Toro and Peggy Van Hook are registered representatives with, and securities offered through, LPL Financial, Member FINRA / SIPC. Investment advice offered through Finances for Real Life, a registered investment advisor and separate entity from LPL Financial. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.#TogetherOnYourJourney #Finances#PersonalFinance #FinancialPlanning #FinancialAdvisors #reddit