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Ask HTM - Investing w/Fundrise, Funky Life Insurance, & Expensive ESG Investing #316

Ask HTM - Investing w/Fundrise, Funky Life Insurance, & Expensive ESG Investing #316

FromHow to Money


Ask HTM - Investing w/Fundrise, Funky Life Insurance, & Expensive ESG Investing #316

FromHow to Money

ratings:
Length:
34 minutes
Released:
Feb 8, 2021
Format:
Podcast episode

Description

We’re kicking off the week by answering your questions! And if you have a question for us, we’d love for you to submit your own via HowToMoney.com/ask/ , send us your voice memo!
1 - Should I invest money that I’m socking away for a medium term savings goal like buying a house?
2 - Is it worth it to pay extra for ESG funds?
3 - When does it make sense to drop our term life insurance in favor of indexed universal life insurance?
4 - If I don’t have time to buy and manage a local investment property does it make sense to go with Fundrise?
5 - Am I allowed to max out my Roth IRA when I didn’t earn that much for that calendar year?

During this episode we both enjoyed a Cashflow by Two Tides Brewing. And as we’ve kicked things off with a bang in 2021, we could really use your help to spread the word- let friends and family know about How to Money! Hit the share button, subscribe if you’re not already a regular, and give us a quick review in Apple Podcasts or wherever you get your podcasts. Help us to spread the word to get more people doing smart things with their money in these difficult times!

Best friends out!
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Released:
Feb 8, 2021
Format:
Podcast episode

Titles in the series (100)

Best friends Joel and Matt believe that when you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living a rich life.