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Ask HTM - Switching from a Robo Advisor, Saving or Investing Funds for a Baby, & Does Infinite Banking Actually Work? #358

Ask HTM - Switching from a Robo Advisor, Saving or Investing Funds for a Baby, & Does Infinite Banking Actually Work? #358

FromHow to Money


Ask HTM - Switching from a Robo Advisor, Saving or Investing Funds for a Baby, & Does Infinite Banking Actually Work? #358

FromHow to Money

ratings:
Length:
38 minutes
Released:
May 17, 2021
Format:
Podcast episode

Description

We’re kicking off the week by answering listener questions! And if you have a question that you’d like for us to answer on the show, we’d love for you to submit your own via HowToMoney.com/ask/ , send us your voice memo!

1 - Target date funds in my brokerage account- is this allowed and is it a good idea?
2 - How should we deposit checks from another country for our daughter?
3 - Does infinite or velocity banking work and how risky is it?
4 - Should I switch from a robo advisor like Ellevest to my own investment advisor?
5 - Plus a great car tip from a listener for keeping your headlights looking brand new!

During this episode we enjoyed a Love Birds 4 by Birds Fly South! And please help us to spread the word by letting friends and family know about How to Money! Hit the share button, subscribe if you’re not already a regular listener, and give us a quick review in Apple Podcasts or wherever you get your podcasts. Help us to change the conversation around personal finance and get more people doing smart things with their money!

Best friends out!
Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Released:
May 17, 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.