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Listen "Episode 21: Reflecting On The Past Year: 6 Lessons For Investing And Life"
Episode Synopsis
In this week's episode we will discuss a variety of timely investing financial planning topics, including: 1) Reflecting On The Past Year: 6 Lessons For Investing And Life2) Quote from Pirkei Avot about money and life3) It is not fair that the rich keep getting richer. How do we break the cycle?4) Why do so many people ask you about hot real estate deals?5) I have 5 kids and five 529 college savings accounts. Should I consolidate them?6) What happens if I "superfund" my kids 529 and they don’t need all the money for higher education?7) Who should I set as a beneficiary for my retirement accounts and TOD accounts? Stay connected:1) Signup for my monthly newsletter here: https://www.shenkmanwealth.com/newsletter 2) Questions? Comments? Reach out to [email protected] 3) My recent articles: https://www.shenkmanwealth.com/articles 4) My recent videos: https://www.shenkmanwealth.com/videos 5) Follow me on Instagram/Twitter/YouTube @ShenkmanOnMoney Hosted on Acast. See acast.com/privacy for more information.
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