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Q&A: Tackling Listener Questions | Bill & Jackie | 155
Description
You asked and we answered! In this episode we tackle listener questions with more than just a one-sentence response… we go deeper and give you answers with our thoughtful insights, ideas and considerations important to late starters. These are the questions we cover on today's show:
✅ Bill's costly mistake with whole-life insurance; what should you do instead?
✅ How does the $19,000 annual gift tax exclusion work?
✅ Do I have too much in cash as I'm approaching retirement?
✅ I'm new to investing and pay someone to manage my 401(k). I also want to start a Roth IRA, is now a good time?
✅ What if you're low income and can barely save, how do you move the needle?
✅ What is the middle class trap?
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