On today’s show personal finance expert Adam Carroll joins us to talk about becoming savvy with your money! Plus, We take a Haven Life Line from Sam about 529 plans, ask the question, “Why should I buy more life insurance?” and more!
Special thanks to SoFi and Magnify Money for sponsoring our show!
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Show Notes:
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From student loans to personal loans and mortgages, lower your interest rate with a strategy involving SoFi. You need a good credit score to qualify.
Compare checking, savings, credit cards, and loans before switching. Magnify Money makes it super easy to compare, switch and save.
<>Headlines
- Company Stock in Your 401(k): Yes, It’s Still a Bad Idea – Morning Star
- @BUZZIndexes – Jamie Wise
- Check out Buzz Indexes here: Buzz Indexes
<16:22>Adam Carroll
Buy “Money Savvy Student” using our affiliate link:
Say hello to Adam on Twitter: @AdamCarroll
<37:40>Doug’s Trivia
- Which industry in 2016 was the LEAST profitable?
Need help with your financial plan? Use this link to schedule a meeting with OG: StackingBenjamins.com/OG
<43:46> Haven Life Line
Need life insurance? You could be insured in 20 minutes or less and build your family’s safety net for the future. Use StackingBenjamins.com/HavenLife to calculate how much you need and apply.
- Sam – The pros and cons of using a 529 plan for intergenerational wealth transfer
<50:10> A Letter From the Mailbag
- Niranjan – life insurance clarifications.
Need help with your financial plan? Use this link to schedule a meeting with OG: StackingBenjamins.com/OG
<> Join us Wednesday
Cara MacMillan tell us how we can grow money on trees! She joins us on Wednesday.
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