Love the shows. I’m 60 and getting close to retirement. I’ll email you guys as I’m long winded. I think I just screwed up two back door Roth’s for me and my girlfriend. Mine is probably ok but she has a large rollover that will probably mess with aggregate rule bs. Talk soon. Jimmy G
Hey! Careful now…! The reason I am listening to you is because of the “mean guy” who yells at people and who wants stupid people to become smart with money and change their lives…I am one of those redeemed stupid people who put $60,000 cash in 5 months paying off mortgage rather than buying a stupid car cos I listened to that mean guy! On way to paying it off! Sometimes the yell is what is needed though I am really digging your cuddly, huggy, coo-cooing approach! 😂 thanks for this great podcast - you all are doing God’s work and we are listening! Happy new year!
Love all the discussion. Sad that most of the time you don’t even add the single as a parenthetical. Almost always married filing jointly. Not only not serving singles, but also married that become single through death of a spouse.😐 It would take literally one or two seconds to mention the single number. Ugh this makes me hesitant to contact you if you are such cookie cutter. I can’t tell you how many times I’ve met with a potential advisor and just got fed up with constantly reminding them I’m single.
@@SS-qr5qk I listen to a lot of free content because there are a lot of things I still don't know, but I'm learning. I just don't think hiring a FA should be on the top of the list for most people.
Great video to start off new year!
Love the shows. I’m 60 and getting close to retirement. I’ll email you guys as I’m long winded. I think I just screwed up two back door Roth’s for me and my girlfriend. Mine is probably ok but she has a large rollover that will probably mess with aggregate rule bs. Talk soon. Jimmy G
Hey! Careful now…! The reason I am listening to you is because of the “mean guy” who yells at people and who wants stupid people to become smart with money and change their lives…I am one of those redeemed stupid people who put $60,000 cash in 5 months paying off mortgage rather than buying a stupid car cos I listened to that mean guy! On way to paying it off! Sometimes the yell is what is needed though I am really digging your cuddly, huggy, coo-cooing approach! 😂 thanks for this great podcast - you all are doing God’s work and we are listening! Happy new year!
Love all the discussion. Sad that most of the time you don’t even add the single as a parenthetical. Almost always married filing jointly. Not only not serving singles, but also married that become single through death of a spouse.😐 It would take literally one or two seconds to mention the single number. Ugh this makes me hesitant to contact you if you are such cookie cutter. I can’t tell you how many times I’ve met with a potential advisor and just got fed up with constantly reminding them I’m single.
Do you guys also offer tax advisors? File taxes for businesses?
So, the number One goal is to seek a Financial Advisor or CFP? Of course you'd say that.
As they are giving away free advice you are listening to…
@@SS-qr5qk I listen to a lot of free content because there are a lot of things I still don't know, but I'm learning. I just don't think hiring a FA should be on the top of the list for most people.