It’s crunch time, but help is on the way! Lisel Sutter joins us from TaxTherapy.net to answer many of our burning questions. How do you get organized? What are some of the common mistakes people make? What are some planning opportunities?

Rod Griffin from Experian joins us to talk about results from a recent survey on divorce. On the Haven Life line, Don asks us about buying an index fund. We also take a letter from Luke about estate planning, and we STILL have time to talk trivia and more.

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

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Show Notes:

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<26:42>Doug’s Trivia

• How much money DID Nicholas Cage owe the IRS?

<30:26> 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.

• Don – switching from Vanguard Target Date fund to an index fund. How do you make the switch?

<> A Letter From the Mailbag

• We answer Luke’s letter asking, “How much information is necessary for my spouse or heirs to gain access to my assets?”

Need help with your financial plan? Use this link to schedule a meeting with OG: StackingBenjamins.com/OG

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