Ask HTM - Overblown Tax Deductions, 4% Rule, and Ditching a Financial Advisor #823
6 May - 49 minsLet’s dive into the week with some fresh listener questions we have lined up for you! And don't just stand on the sidelines- if you have a question you’d like us to answer, toss your voice memo our way. It only takes about 90 seconds to record and you can find a step by step guide over at HowToMoney.com/ask . Regardless of how random or bizarre you might think it is, we want to hear it!
1 - Should I cut ties with my financial advisor and how should I go about doing that?
2 - Does the 4% Rule still apply as my portfolio allocation shifts towards less aggressive investments?
3 - Is the mortgage tax deduction worth claiming?
4 - A financial goldilocks dilemma: am I investing too much, to...
Series Episodes
Friday Flight - FREE cell service, Phantom Debt, & Politicized Investing #828
32 mins
17 May Finished
