Ep 94: 5 Expenses Typically Missed in Planning for Retirement
Subscribe With Your Favorite App Show Notes Whenever we first start talking to someone about what they’re going to need for retirement, we usually hear some of the same...
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- Reduce Taxes
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Ep 105: Paying Off the Mortgage, Convincing a Spouse to Retire, Taxes on Inheritance – Mailbag Episode
In today’s episode, we continue discussing and answering listener questions we’ve received. Scott will answer questions on paying off your home mortgage, navigating retirement discussions with your partner, and leaving behind an inheritance for your children. Listen in as you may find yourself asking a similar question, in a similar scenario, or able to take the strategies discussed to help improve your financial picture!
Here’s what we’ll discuss in this episode:
- Mailbag- Should I just pay off the $45,000 left on my mortgage if I have the money? (2:40)
- Are you getting tax deductions for your mortgage interest? (9:43)
- Mailbag- How can I convince my spouse to join me in retirement? (11:51)
- Mailbag- What kind of planning do I need to do to ensure my kids inherit my money and not the IRS? (19:52)
Want to get in touch?
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Email: office@sierensfinancialgroup.com
Phone: 847-235-6989
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May 18, 2023
May 4, 2023
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SHOW NOTES
Ep 93: Rookie Mistakes Even Experienced Investors Make
Subscribe With Your Favorite App Show Notes Even if you’ve been saving your money and investing for a long time it’s easy to make rookie mistakes. On this episode,...
Ep 92: Roth Conversions, Rental Property & Income, Inheritance Decisions – Mailbag Episode
Subscribe With Your Favorite App Show Notes Today we’re going to open up the mailbag to answer your financial questions and we’ll be covering some great income, tax and...
Ep 91: 5 Beneficiary Mistakes – Are You Accidentally Spoiling Your Retirement Plan?
Subscribe With Your Favorite App Show Notes You’ve worked hard for your savings and investments, and we’ve found that most people want to make sure that those funds pass...
Ep 90: The Three Retirement Questions You SHOULD Be Asking
Subscribe With Your Favorite App Show Notes On this episode the Your Life, Your Money Podcast, Scott Sierens delves into why he believes there are three key questions that...
Ep 89: 2023 Stock Market Predictions
Subscribe With Your Favorite App Show Notes Market volatility became the norm in 2022. Are we in for more of the same in 2023? In this episode, we’ll share...
Ep 88: SECURE Act 2.0 Impacts On Your Retirement (Part 2)
Subscribe With Your Favorite App Show Notes Another round of retirement changes are on the way after President Biden signed a spending bill in December 2022 that included the...
Ep 87: SECURE Act 2.0 Impacts on Your Retirement (Part 1)
Subscribe With Your Favorite App Show Notes Another round of retirement changes are on the way after President Biden signed a spending bill in December 2022 that included the...
Ep 86: Age Gaps & Life Insurance, Taxes on an Inheritance, Tax-Efficient Investments for Non-Retirement Accounts – Mailbag Episode
Subscribe With Your Favorite App Show Notes It’s time to open up the mailbag again and answer some of your financial questions on the podcast, and we have a...
Ep 95: Last Minute Tax Tips Before Filing
Subscribe With Your Favorite App Show Notes If you’re looking for some last-minute tax tips before filing your 2022 taxes, this episode is for you. We’re going to talk...