What Types of Accounts Should I Have?

Episode 96 February 01, 2024 00:05:09
What Types of Accounts Should I Have?
Well... It Depends!
What Types of Accounts Should I Have?

Feb 01 2024 | 00:05:09

/

Show Notes

“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no!

 

This week, host Andrew Baron, CFP®, EA, dives into the question, “What Types of Accounts Should I Have?”

 

This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email [email protected].

 

For the full transcript, click HERE.

Other Episodes

Episode 47

January 05, 2023 00:05:12
Episode Cover

Should I Borrow From My 401K?

“Well… It Depends!” presents the pros and cons of financial decision so you feel more informed and confident in your choices.   This week, host...

Listen

Episode 125

March 06, 2025 00:05:08
Episode Cover

Is Tax Planning Different After the Death of a Spouse?

“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no! This week, host Andrew Baron,...

Listen

Episode 43

November 30, 2022 00:05:46
Episode Cover

Am I Saving Enough?

“Well… It Depends!” presents the pros and cons of financial decision so you feel more informed and confident in your choices.   This week, host...

Listen