after-tax contributions

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    #397: Ask Paula: Is the bank trying to scam my parents…?

    ByPaula Pant

    Nick’s parents are forced to confront earlier than anticipated retirement…and they aren’t financially prepared. Now, a bank is offering to buy a part of their mortgage or a part of their house.  Is this a scam?!

    Jon from Colorado is curious about after tax contributions to a Roth 401k, and would like us to talk about why we wouldn’t recommend it.

    Anna is househacking, and she locked down an awesome interest rate. But, she’s still carrying PMI and is wondering if there’s a way to remove the PMI without refinancing.

    Courtney from Denver is a real estate investor who wants to invest in new locations and wants tips on building out her network.

    Former financial planner Joe Saul-Sehy and I tackle these four questions in today’s episode.

    Enjoy!

    P.S. Got a question? Leave it here.

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    #237: Ask Paula and Joe – Should I BUY a Business, Instead of Starting One?

    ByPaula Pant
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    Katie wants to know how to purchase a business that’s already cash-flow positive. What indicators can she look for?

    Rob will retire from the military with an inflation-adjusted pension. Does he need a bond allocation in his investment portfolio?

    Brian conquered a large sum of credit card debt, but still has student loan debt and a mortgage. Should he pay off his student loans, refinance them, or refinance his mortgage?

    Jeff is curious about the pros and cons of investment apps. When should you use them?

    Another Kati (without an e!) wants to live a healthy and wealthy life before she’s 70. Where should she allocate her savings so she can retire early?

    We answer these five questions in today’s episode.