Ep 32: Picking Sides on Common Financial Debates

Trent Bradshaw CFP®, AIF® & Brandon Rogers CFP®, AIF® |
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There are a lot of financial debates and questions out there. Should you always pay off the house as soon as you can or take the mortgage payment into retirement? Some of us assume you don’t need life insurance once you’re in retirement, but is this true?

To every question, there’s an emotional and logical reaction and we’ll explore each side of these debates with Trent and Brandon today. Which side of the aisle do they agree with?

Key Points:
0:27 – Should you pay the house off as soon as you can?
3:45 – Do you need life insurance once you’re in retirement?
5:52 – Annuities: are they good, bad, or neither?
7:58 – Will we be in a lower tax bracket in retirement?
10:00 – Credit cards: are they good, bad, or neither?
14:39 – Is it better to buy mutual funds or individual stocks?

Contact:
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