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HELOC, All-in-One Mortgages, and What to Do With Old Life Insurance Policies - 343

HELOC, All-in-One Mortgages, and What to Do With Old Life Insurance Policies - 343

FromYour Money, Your Wealth


HELOC, All-in-One Mortgages, and What to Do With Old Life Insurance Policies - 343

FromYour Money, Your Wealth

ratings:
Length:
39 minutes
Released:
Sep 14, 2021
Format:
Podcast episode

Description

What is a home equity line of credit? Is a HELOC better than a traditional mortgage? What are all-in-one mortgage loans? Does it make sense to buy a condo, or keep investing for retirement? Next up Joe and Big Al spitball ideas on what to do with old whole life insurance policies. Plus, ABLE accounts for individuals with disabilities, and should you claim Social Security benefits before or after moving to a no income tax state? Free financial resources in the podcast show notes: https://bizlink.to/ymyw-343
Released:
Sep 14, 2021
Format:
Podcast episode

Titles in the series (100)

“Best Retirement Podcast With Humor 2022” (FIPhysician). Learn strategies that can help you retire successfully on this funny personal finance podcast. Financial advisor Joe Anderson, CFP® and certified public accountant Big Al Clopine, CPA answer questions about your 401k, IRA, Roth conversions and backdoor Roth IRA, how to pay less taxes, asset allocation, stocks and bonds, real estate, and other investments, Social Security benefits, capital gains tax, 1031 exchange, early retirement, and more money and wealth management strategies. YMYW is retirement planning, investing, and tax reduction made fun, presented by Pure Financial Advisors - a fee-only fiduciary. Access free financial resources, Ask Joe & Big Al On Air to get your Retirement Plan Spitball Analysis, and read episode transcripts: http://YourMoneyYourWealth.com