Radio Show #138: Cash is King

Listeners have amassed sizable cash reserves-now what to do with all of that moo-lah? Is it time to pay down the mortgage, invest or do maintain the position?

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Walt, Lynn Steve and Ang are all sitting on a pile of cash. In each case, the advice is slightly different, proving once again that every situation is unique.

Mark has had a variable annuity for five years and has been offered the opportunity to purchase a rider that would protect his downside risk-is it worth it? Meanwhile, Nell's advisor is suggesting a change in how he will charge her for his services. She wonders if the new fee is worth it?

Katie asked about combining retirement accounts and Elmar and his wife want to know what steps they should take to  go from two incomes to one.

Thanks to everyone who participated and to Mark, the BEST producer in the world. If you have a financial question, there are lots of ways to contact us:

  • Call 855-411-JILL and we'll schedule time to get you on the show LIVE 
Radio ShowMark Talercioasset allocation, cash, fee only advisor, FSA, HSA, Mortgage pay down, NAPFA, retirement savings, Rollover, VA, Variable annuity