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Purefinancial
Are you thinking about boosting your financial situation in 2024? Pure’s Financial Planner, Bill Hodapp, CFP®, CPA, AIF®, discusses strategies aimed at refining your budgeting, optimizing tax management, and elevating your investment approach for the year. Outline 0:07 – Intro 1:45 – Personal Finance Goals 3:15 – Creating a Budget 5:21 – 50/30/20 Strategy 6:03 […]
How and what should we teach teenagers about money, to make the next generation financially literate? That’s what CJ in Philadelphia and Teresa want to know. Plus, Hap and Bee have a military pension and VA disability – Joe and Big Al spitball on when they’ll be able to retire, and what they need to do to get there. And they spitball on whether Grace in Seattle is on track to retire early at age 55. David and Victoria in Grand Rapids, Michigan are killing the game – in their early 30s with $400,000 income and over a million saved. When should they start funding the traditional retirement accounts instead of the Roth accounts? And find out how the first annual Anderson Household Financial Summit went!
