Ask HTM - Overblown Tax Deductions, 4% Rule, and Ditching a Financial Advisor #823

Let’s dive into the week with some fresh listener questions we have lined up for you! And don't just stand on the sidelines- if you have a question you’d like us to answer, toss your voice memo our way. It only takes about 90 seconds to record and you can find a step by step guide over at HowToMoney.com/ask . Regardless of how random or bizarre you might think it is, we want to hear it!

 

1 - Should I cut ties with my financial advisor and how should I go about doing that?

2 - Does the 4% Rule still apply as my portfolio allocation shifts towards less aggressive investments?

3 - Is the mortgage tax deduction worth claiming?

4 - A financial goldilocks dilemma: am I investing too much, too little, or just the right amount?

 

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During this episode we enjoyed a Memory Farm by Inner Voice! And please help us to spread the word by letting friends and family know about How to Money! Hit the share button, subscribe if you’re not already a regular listener, and give us a quick review in Apple Podcasts or wherever you get your podcasts. Help us to change the conversation around personal finance and get more people doing smart things with their money!

 

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