Roth vs 401K

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#163 Paying for College, Life Insurance Sales Tricks

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It's a long weekend for many financial markets across the world. To celebrate, we focus on big picture planning issues, like paying for college, avoiding the barrage of life insurance sales tricks and saving for retirement.

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Sharon is juggling debt pay down, retirement savings and saving for college, while Joel asked about refinancing his student loans. As a reminder, if you have federal student loans, you can find information about loan consolidation here.

Dan and his wife are adjusting to a lower income and trying to determine the best mix of retirement funds, while Matt and his wife spoke to a NAPFA advisor, who recommended consolidating investment accounts. His question: which company to keep?

Have you ever heard about something that sounds too good to be true? Marie asked about product that is essentially a life insurance product under a new, slick marketing wrapper. BEWARE!

We are always open to constructive criticism, which is why we spent time discussing complaints from a couple of listeners.

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