Feb 16, 2022
We’ve brought back the listener's mailbag. Today we’re answering your family and finance questions about best ways to spend your tax refund, refinancing to pay off debt, and more!
One of my favorite parts of creating Simplify and Enjoy is the community.
While I’m happy to share our journey as a family, it’s fun when you chime in with your wins, stories, and questions.
Today we’re going to be diving into your family and finance questions.
In this episode we’ll discuss:
We have plenty to cover so let’s get started!
If you want to chat some more about creating better money habits, questions, or share your own tips please join us over at Thriving Families on Facebook.
Support for this podcast comes from Coastal Credit Union! If you’re living in the Raleigh Durham area and looking to bank better, come check out Coastal today.
As a credit union, Coastal serves its members first including an annual loyalty bonus.
We've been members for years and love their service and competitive rates on checking and savings accounts!
We’re grateful for wonderful partners like Capitalize. Not only do they support the podcast, but they help make managing your money so much easier.
Did you know that it’s estimated that there are currently over 24 million “forgotten” 401(k) accounts? In fact, the average American changes jobs every 4 years.
And because of the Great Resignation, you or someone you know might be changing jobs even more
It’s an extreme case of out of sight and out of mind. Is your old 401(k) in there somewhere, left behind at a job you're no longer with?
One huge benefit with an IRA is you get to choose how your money is invested, not your old employer.
If you want to consolidate your old 401(k) and have more options with how you invest, it may be time to roll them over into an IRA.
With Capitalize, they handle the process from start-to-finish – for FREE. They handle the process from start-to-finish, and yes that includes calling the 401(k) provider on your behalf.
Find out how and get started today!
Thank you so much for listening to the podcast! If you enjoyed this episode and found it helpful, here are some ways to support it.
Photo by EKATERINA BOLOVTSOVA from Pexels