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Ep 81: Reducing Investment Risk, Account Split in Divorce, 10-Year Younger Spouse – Mailbag Episode

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Manage episode 347768447 series 2891513
Content provided by Scott Sierens. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Scott Sierens or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Today’s episode will be all about your questions as we dive into our mailbag to cover three different scenarios.

Each of these is great and we’ll spend time tackling each topic in depth. We’ll first talk about when you should shift your investing strategy to a conservative approach. Then we’ll help someone work through which assets would be better to get out of a divorce. And finally we’ll discuss life insurance needs for a couple with a 10-year age difference. Plus, we’ll take a look at tax planning in the wake of a $2 billion Powerball lottery win this month.

Here’s some of what you’ll learn in this episode:

  • What will the $2B Powerball winner take home after taxes? (2:34)
  • Mailbag question on when to shift to conservative investing. (7:55)
  • Mailbag question on how to split divorce assets. (14:12)
  • Mailbag question on life insurance. (19:44)
  • How to get in touch with your financial questions. (25:15)

Read more and get additional financial resources here: http://lifemoneyshow.com

Check out our YouTube channel: https://www.youtube.com/channel/UCPhQ-u12d60Z0HNCwwVubdQ

  continue reading

143 episodes

Artwork
iconShare
 
Manage episode 347768447 series 2891513
Content provided by Scott Sierens. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Scott Sierens or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Today’s episode will be all about your questions as we dive into our mailbag to cover three different scenarios.

Each of these is great and we’ll spend time tackling each topic in depth. We’ll first talk about when you should shift your investing strategy to a conservative approach. Then we’ll help someone work through which assets would be better to get out of a divorce. And finally we’ll discuss life insurance needs for a couple with a 10-year age difference. Plus, we’ll take a look at tax planning in the wake of a $2 billion Powerball lottery win this month.

Here’s some of what you’ll learn in this episode:

  • What will the $2B Powerball winner take home after taxes? (2:34)
  • Mailbag question on when to shift to conservative investing. (7:55)
  • Mailbag question on how to split divorce assets. (14:12)
  • Mailbag question on life insurance. (19:44)
  • How to get in touch with your financial questions. (25:15)

Read more and get additional financial resources here: http://lifemoneyshow.com

Check out our YouTube channel: https://www.youtube.com/channel/UCPhQ-u12d60Z0HNCwwVubdQ

  continue reading

143 episodes

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