Q&A Replay 2.14.2024: Term vs Whole Life, 529 Plans & Should My Parents Have an Advisor

At the request of Family Finance Mom followers, I am now posting LIVE Q&A replays as podcast episodes! To submit your question, be sure to follow me ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@FamilyFinanceMom on Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ . Look for the question box in my stories ahead of LIVE Q&A every Wednesday at 9AM ET. For full show notes, visit Today’s topics included: 🐷 Insurance: do I need disability insurance? What about term life insurance if I have kids? 🐷 My parents have a sizeable portfolio. Is a management fee worth it or continue to manage themselves? 🐷 Is investing in a CFP certification worth it if I want to be in personal finance field as a career? 🐷 I feel lost in 529 plans. Live in Texas, so no state income tax deduction. Is growth tax free? 🐷 My mom says I should contribute more to my 401k now than a Roth because my income is more now than it will be in retirement. Is her thinking right? ___________________ Follow Family Finance Mom everywhere... Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ YouTube: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Get the weekly newsletter here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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Q&A Replay 2.14.2024: Term vs Whole Life, 529 Plans & Should My Parents Have an Advisor is an episode from Finance Explained by Family Finance Mom by Meghan | Family Finance Mom.

This episode is 00:33:38 long.

This episode was published on Feb 15, 2024.

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