Dec. 2, 2022

Pre-Holiday Q&A

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Apple Podcasts podcast player iconSpotify podcast player iconiHeartRadio podcast player icon

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?


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