When you work with an advisor, you may have a lot of questions you need answered.
Brian takes to the mailbag today to answer questions from listeners who want help sorting through financial decisions from charitable giving to real estate. Then, for a bit of fun, we talk through a few famous lyrics to see how they might apply in your financial life.
Use the timestamps below to listen to some key points:
- After the standard deduction changed, is there still a good reason to give to charities …besides having a big heart? (0:12)
- Do the lyrics “mo’ money, mo’ problems” ring true? (10:41)
- When you have a pension, should you “take the money and run”? (15:11)
- Find out if owning (and managing) apartments are a worthwhile investment. (17:13)