The choices we make with our money often come down to more than mere numbers. David answers three questions from listeners who are facing different situations in life and looking for what to do next. From wanting to retire ASAP to coming into a financial windfall, it’s important to have a strategy in place to make sure the money works toward your goals.
Here’s some of what we discuss in this episode:
- Mailbag: Can I retire right now?
- Mailbag: Should I rollover my 401(k)?
- Mailbag: What should I do with settlement money?
For additional resources or to contact David, visit us online at http://coveryourassetskc.com or call 913-317-1414.
Version: 20240731
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