Thursday Dec 07, 2023
Mailbag: I’ve Maxed Out My 401(K)- Where Should I Invest Additional Money?
Join us for a great mailbag episode today! This is your chance to gain valuable insights from the financial questions of our listeners. In today's show, Chris asks where to invest additional money for retirement since he is already maxing out his 401(k). Tony asks if he needs a will, trust, or both to evenly split two rental properties between his sons after he passes. Tune in to see how Barbara and Phil answer these questions and more.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule A 15 Minute Consult: http://PathfinderChat.com
Version: 20240731
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