Your 10 Biggest Money Questions

This week, we deviate from our usual three subject format and go directly to listener questions.

I received some really great questions, and I’m really happy to be able to address them here, so that all my listeners can benefit from them.

Here are your 10 biggest money questions we address in this week’s show:

1. How much money is too much at one brokerage company?

1. Is Legal Zoom a good place to create a trust 

1. What do you mean, you don’t like tax refunds?

1. Is it ok to use other people’s money (i.e. is it ok to borrow money)?

1. I have a pension; how should I view this in my financial future?

1. Do you advise the use of municipal bonds? 

1. I am now fully retired, should I invest differently?

1. Can I take a house out of a revocable trust?

1. I’m in my 20s, so where do I begin investing?

1. How often should I revisit my estate plan?

If you’ve been thinking about any of these subjects, or if you just want to find out how I answer these great questions, this week’s show is for you.

Be sure to tune in next week for the return of my market commentary segment, including the monthly May wrap up, and a discussion of markets during the first five months of 2017.