Pre-Holiday Q&A - podcast episode cover

Pre-Holiday Q&A

Dec 02, 202224 minTranscript available on Metacast
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Episode description

This episodes questions: With a new child on the way, what should be done financially? What are collective investment trusts? Daughter being sold a structured annuity, what it it? Does it make sense to pay of home mortgage? Does it make sense to transfer a 403b to an IRA and what are the drawbacks? Can a health savings account (HSA) be moved to another HSA? Learn more about your ad choices. Visit megaphone.fm/adchoices