In this episode you’ll hear the questions people ask us.

Our 15 minute phone call is where we hear all sorts of questions. Chances are, if someone else is asking it, maybe you are too?

[1:38] Question 1 - Can I leave my entire 401k to my child?

[5:46] Question 2- How can I grade a stock broker’s performance?

[7:28] Question 3- Should I keep a home passed down to me as rental property or sell and invest?

[10:32] Get to know Nick and Connie - What are their favorite restaurants?

Retirement Planning