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Final Four fever is gripping the nation this weekend, but there was still plenty of time for a little financial advice before the big games. We started the show with Steve from MN, who will be retiring in a few years and wants to know when he should claim Social Security benefits.
Chuck from IL is preparing for retirement and wants to make sure that he has adequate cash on hand and that he is able to get a good night's sleep instead of worrying about LTC.
Ken, Sara and Elizabeth are concerned about student loan debt, while Ed is struggling with the new found knowledge that a joint credit card can be a bitter pill to swallow.
Should Wesley from IN deplete his nest egg to pay down his mortgage and home equity loan?
Anthony from TX has accumulated $150K from a second job (nice work if you can get it!) and wants to know what he should do about funding education. He hadn't known that he could open another retirement account, which would allow him to put away a total of $51,000 annually.
Peter in CT is a self-employed 63 year-old, who has a very complicated financial life. It's time for some professional help - NAPFA.org to the rescue!
We fielded a bunch of retirement questions - Tracy is wondering how much to put into her 401 (k); an e-mailer asked about rolling over a retirement plan into a hybrid-indexed annuity; Bob and Jim needed allocation advice; and Richard is trying to re-start his retirement funding after a few setbacks.
Jeff in Missouri is 27 and ready to take control of his financial life and Gene asked about over-funding 529 plans.
Here are web sites and resources mentioned in this week's show:
-- NAPFA: National Association of Personal Financial Advisors (fee-only advisors)
Thanks to everyone who participated and to Mark, the BEST producer in the world. If you have a financial question, there are lots of ways to contact us:
Call 855-411-JILL and we'll schedule time to get you on the show LIVE
Send an email: firstname.lastname@example.org
Tweet me: @jillonmoney
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