Preserving My Assets

by | Dec 14, 2022 | Spousal IRA

Preserving My Assets




We start things off with Bob from Philadelphia who is concerned about preserving his assets. Having witnessed many of his colleagues struggle since the 2008 financial crisis, he wants to make sure the same doesn’t happen to him.

We then went to John from North Carolina who is trying to figure out what to do with a good chunk of extra cash now that his wife has gone back to work full-time. That’s what I like to call a good problem to have.

The email trend continues in hour two. Another good problem to have.

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“Jill on Money” theme music is by Joel Goodman, www.joelgoodman.com….(read more)


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