Tue, 19 July 2016
With our 10 Pillars of Retirement seminar approaching, I go the opposite route and share the Top 10 retirement planning mistakes I see and which factors don’t get taken into consideration. Later on I respond to two real estate related emails. Tim asks if he should buy a vacation rental property as an investment while another listener wants to make a down payment on a duplex using their IRA and a loan. I also discuss several ways to save when gifting money to others or making donations.
Don’t forget to sign up for our 10 Pillars of Retirement Income Planning seminar on Thursday, July 28th at Double Tree by Hilton in Burlingame. Rob Black, Michelle Lerman and I will share investment ideas and estate planning mistakes to avoid that will help you live well for decades. Registration is only $5 so click HERE to sign up!
Email your money question to firstname.lastname@example.org , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.