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Today Michelle Lerman discusses digital assets and a retirement account beneficiary form mistake and I talk about oil creating global uncertainty.
Today Michelle Lerman calls in and tells us the story of a major retirement account beneficiary form mistake. Michelle also gives us some great advice on how to handle estate planning with digital assets such as Facebook. I give an overview of what to expect at Thursday’s seminar and break down why oil is creating global uncertainty. Does the sell-off in oil remind me of the 2008 credit crisis? I also talk about 529 plans and how grandparents unknowingly have a negative effect on the FAFSA application. Don't make mistakes when helping to save for college! I also cover an article about active investing in this recent downturn and give some advice to a caller whose daughter wants to invest $5,000, but doesn’t know where.
Don't forget to register for our 10 Pillars of Retirement seminar on January 28th at the Elks Lodge in Palo Alto . Rob Black, Michelle Lerman and I will explain several issues that will increase your chances at an enjoyable retirement. Tickets are only $5 and begins after work at 6:30 p.m. this Thursday, so click HERE to sign up!
Email your money question to [email protected] , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
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By Chad Burton
4.3
6767 ratings
Today Michelle Lerman calls in and tells us the story of a major retirement account beneficiary form mistake. Michelle also gives us some great advice on how to handle estate planning with digital assets such as Facebook. I give an overview of what to expect at Thursday’s seminar and break down why oil is creating global uncertainty. Does the sell-off in oil remind me of the 2008 credit crisis? I also talk about 529 plans and how grandparents unknowingly have a negative effect on the FAFSA application. Don't make mistakes when helping to save for college! I also cover an article about active investing in this recent downturn and give some advice to a caller whose daughter wants to invest $5,000, but doesn’t know where.
Don't forget to register for our 10 Pillars of Retirement seminar on January 28th at the Elks Lodge in Palo Alto . Rob Black, Michelle Lerman and I will explain several issues that will increase your chances at an enjoyable retirement. Tickets are only $5 and begins after work at 6:30 p.m. this Thursday, so click HERE to sign up!
Email your money question to [email protected] , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
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