Ep 61: Mailbag: Mortgages, Charities and Retirement Goals

How Money Works

English - September 15, 2022 09:00 - 16 minutes - 23.3 MB
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Previous Episode: Ep 60: Annuities 101

Next Episode: Ep 62: Take Out the Trash in Your Financial Life

We're taking your questions by email this week to see what’s on your mind and how we can help with your finances.

What we discuss on this episode:

Seth has always given a few hundred dollars to charities in previous years, but he wants to know if he can get tax credit for that. (0:41) Rhonda wonders if she should save more for retirement or pay more towards her mortgage. (7:35) Floyd worries he’ll never be able to retire. He has $500,000. Should he plan to work forever? (12:06)

We answer these questions in depth on the show, but let us know if you have any other financial queries.

Get additional financial resources:

https://maestrowealth.com/how-money-works-podcast/