Ep 59: Mailbag: Should I Move My Investments To Cash Right Now?


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By Phil Putney. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

Whenever you have questions or concerns about your financial situation, you should reach out to a financial advisor. Today we’re going to answer several questions from listeners to hear what Phil has to say regarding everything from a long-term care policy to tax refunds.

Read more and get additional financial resources here: https://philstaxhacks.com/podcast/484/

Watch the video podcast: https://www.youtube.com/watch?v=xNd5iEw5tkY&feature=youtu.be

What we discuss on this show:

0:31 - Ever fight with technology?

1:45 - Mailbag: Should I share my inheritance with my adult son?

3:31 - Mailbag: Can I really get half of my ex-husband’s Social Security?

7:14 - Mailbag: Are these 401(k) estimates reliable?

9:33 - Mailbag: Do I have enough coverage in my long-term care policy?

11:32 - Mailbag: Should I move my investments to cash?

14:55 - Mailbag: Is a big tax refund good?

65 episodes