Podchaser Logo
Home
Q&A Replay 2.14.2024: Term vs Whole Life, 529 Plans & Should My Parents Have an Advisor

Q&A Replay 2.14.2024: Term vs Whole Life, 529 Plans & Should My Parents Have an Advisor

Released Thursday, 15th February 2024
Good episode? Give it some love!
Q&A Replay 2.14.2024: Term vs Whole Life, 529 Plans & Should My Parents Have an Advisor

Q&A Replay 2.14.2024: Term vs Whole Life, 529 Plans & Should My Parents Have an Advisor

Q&A Replay 2.14.2024: Term vs Whole Life, 529 Plans & Should My Parents Have an Advisor

Q&A Replay 2.14.2024: Term vs Whole Life, 529 Plans & Should My Parents Have an Advisor

Thursday, 15th February 2024
Good episode? Give it some love!
Rate Episode

At the request of Family Finance Mom followers, I am now posting LIVE Q&A replays as podcast episodes! To submit your question, be sure to follow me ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@FamilyFinanceMom on Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Look for the question box in my stories ahead of LIVE Q&A every Wednesday at 9AM ET.


For full show notes, visit https://familyfinancemom.com/term-vs-whole-life-insurance/


Today’s topics included:
🐷 Insurance: do I need disability insurance? What about term life insurance if I have kids?
🐷 My parents have a sizeable portfolio. Is a management fee worth it or continue to manage themselves?
🐷 Is investing in a CFP certification worth it if I want to be in personal finance field as a career?
🐷 I feel lost in 529 plans. Live in Texas, so no state income tax deduction. Is growth tax free?
🐷 My mom says I should contribute more to my 401k now than a Roth because my income is more now than it will be in retirement. Is her thinking right?

___________________

Follow Family Finance Mom everywhere...

Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/familyfinancemom/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

YouTube: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/@familyfinancemom ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/financemom1⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Get the weekly newsletter here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://eepurl.com/gblbY9⁠⁠⁠⁠⁠⁠

---

Send in a voice message: https://podcasters.spotify.com/pod/show/familyfinancemom/message

Show More

Unlock more with Podchaser Pro

  • Audience Insights
  • Contact Information
  • Demographics
  • Charts
  • Sponsor History
  • and More!
Pro Features