Is there ever a right time to stop contributing to your 401k? Should you help your daughter and her boyfriend with their home purchase? What about deciding to retire at the peak of your earnings? Tune into this episode of Caffeine and Cash Flow where we tackle these questions and more.
This show will cover a wide range of financial planning topics that we deal with every day but every situation is different. These scenarios today aren’t all that uncommon and there’s a good chance something we cover might help you get some clarity on a topic you’ve wondered about.
In this episode, we’ll discuss:
- The issues that can arise when helping your daughter buy a home with her boyfriend.
- With the possibility of a recession on the horizon, does it make sense to hold off on investing for a while?
- Is it worth keeping a mortgage for the tax deductions in retirement?
- How can you know if a financial advisor is legitimate or not?
- Will you regret walking away from a career with a great paycheck to retire a little earlier?
He’s a Financial Advisor and Certified Business Exit Planner at WestPac Wealth Partners. His daily mission is to help families and business owners make smart financial decisions so they can live on their own terms for the rest of their lives, regardless of what life events and opportunities come their way.
Call Michael at 702-767-4897 with any of your questions or email michael.schulte@westpacwealth.com.
