R&D: Financially Fit - podcast episode cover

R&D: Financially Fit

Feb 19, 202338 min
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Episode description

We are joined by Mr. Shimon Willig, who is a Financial Advisor and Lecturer specializing in  Tax and Estate Planning + 401(K) 

  • IRAs (Roth and General)
  • Mutual Fund investing
  • Stocks,  Robinhood? Blue chips? Crypto’s
  • Are Bonds still a “thing”
  • Anything you think is relevant for young people to know regarding: investing, what you would tell your younger self, children…
  • When is too early or is it ever too late to start investing
  • What's the biggest mistake you see young people making with their money
  • How much does raising  a child cost, not from a religious standpoint but as a framework to understand future financial planning
  • When is the “right” time to speak to a financial advisor
  • How does it work when buying a home, e.g. if someone has 100K in savings, against a mortgage?
  • More sensitive, in your experience do couples automatically join accounts or is it gradual? Recommend?

#spillthet Listen along- and as always your feedback is ALWAYS valued 🖤🤍🖤 #studio #hotopics #interesting #convos #deepthoughts we mean #business #glamlife #girlboss #hustle #ambition #money #finance101 #millenial #realtalk #budgeting #moneydescisions Introducing the real reason to 🍻 to #2023 #podcast #spotify #ontheroad #collaboration

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