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Today’s Smart Money Question:
We have a lot to talk about today as we move into spring, so let’s jump into it. We read some articles recently about the travel industry and how people are getting back out there and traveling. Many of our clients have been doing some big trips.
If you want to travel and get deals, we’ll share some insight on that topic. You’ll need to think about advanced planning and figure out how you’ll pay for the trip.
We’ll also spend some time talking about banking and what to check for. On the heels of what happened with the Silicon Valley Bank and Signature Bank, a lot of people are immediately worried that we’re facing another 2008 collapse. This time is much different than that event, but you should be spending time reviewing where you keep your money so Matt will share some tips on what you should pay attention to.
Plus, we’ll hit on beneficiaries, retirement dates, and a horror story about Roth conversions.
On today’s show, here’s some of what you’ll learn:
- How to plan travel and get deals. [7:00]
- Why you should be checking your bank on the heels of the Silicon Valley Bank failure. [12:06]
- The reality of home values. [19:10]
- Should you push back your retirement date if you haven’t figure out much of your planning questions? [25:14]
- A horror story about why you need to do tax planning before doing a Roth conversion [28:48]
If you are interested in any of the topics we discussed, please reach out and we would be happy to help you navigate your financial situation.
