#SpillTheT

R&D: Financially Fit

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We are joined by Mr. Shimon Willig, who is a Financial Advisor and Lecturer specializing in  Tax and Estate Planning + 401(K) 

  • IRAs (Roth and General)
  • Mutual Fund investing
  • Stocks,  Robinhood? Blue chips? Crypto’s
  • Are Bonds still a “thing”
  • Anything you think is relevant for young people to know regarding: investing, what you would tell your younger self, children…
  • When is too early or is it ever too late to start investing
  • What's the biggest mistake you see young people making with their money
  • How much does raising  a child cost, not from a religious standpoint but as a framework to understand future financial planning
  • When is the “right” time to speak to a financial advisor
  • How does it work when buying a home, e.g. if someone has 100K in savings, against a mortgage?
  • More sensitive, in your experience do couples automatically join accounts or is it gradual? Recommend?

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    #SpillTheTBy Rifky and Devorah
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