Maybe mom was wrong and money DOES grow on trees. Cara MacMillen thinks so, and she stops by the basement to explain why on today’s show! Also, we have a disturbing headline about hackers. Keith Bernhardt from Fidelity Investments stops by to share statistics about the wrong types of presents to purchase this year, and more!

We throw out the Haven Life Line to Ethan, who’s wondering about whether he should pursue his CFP designation, and take a letter from Nancy, who wonders about the right time to swap out a traditional IRA for a Roth conversion. Doug delivers some interesting trivia, and much more!

Special thanks to  SoFi and Magnify Money for sponsoring our show!

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Show Notes:

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<33:13>Doug’s Trivia

• How many states in the U.S. require high school students to complete a course in economics?

<38:15> 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.

• Ethan: Should I pursue a CFP designation?

<48:06> A Letter From the Mailbag

• Nancy: Why/when would it make sense to convert money in a traditional IRA to a Roth IRA.

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