Should you liquidate that inherited stock? Are reverse mortgages a great retirement plan? Today it’s your questions and reasons to review your tax return

New Focus on Wealth with Chad Burton

English - April 16, 2019 21:12 - 35 minutes - 8.38 MB - ★★★★ - 60 ratings
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Previous Episode: Having an arbitrary amount of money on hand is not a smart way to plan for emergencies. Always stick with a safe money goal that is relevant to you and your situation.

Next Episode: 2018 was a rollercoaster of a year that showed why timing the market is a horrible strategy.

There’s nothing I love more than getting email questions from listeners. Not only does it provide great content for the show, but it helps me focus in on what you want to learn about. Today I answer questions you have sent me. Topics include:

How executors, trustees and beneficiaries should handle inherited stock portfolios Using a reverse mortgage for a Plan B retirement situation Reasons to review your tax return after tax time if you are still saving for retirement Reasons to review your tax return after tax time if you are in retirement

Email your money question to [email protected] , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.