Mailbag Time! 401ks, Post-Retirement Sources of Money, So Many Insurance Questions!
Motley Fool Answers
The Motley Fool
4.4 • 823 Ratings
🗓️ 6 September 2016
⏱️ 35 minutes
🧾️ Download transcript
Summary
Should you max out your 401k or invest in individual stocks? Does it make sense to pay off student debt with a 401k loan? How can you make your dwindling funds last post-retirement? Is long-term care insurance worth it? So many questions! We have so many answers thanks to special guests Joe Perna and Sean Gates, financial planners with Motley Fool Wealth.
Transcript
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| 0:00.0 | Today's episode of Motley Full Answers is brought to you by Rocket Mortgage by Quick and Loans. |
| 0:03.8 | Rocket Mortgage brings the mortgage process into the 21st century, with a process that is fast, |
| 0:09.2 | easy, and completely online. |
| 0:12.1 | Learn more at quick and loans.com slash fool. |
| 0:19.6 | It's the September old mailbag episode! |
| 0:21.6 | You've been looking forward to it all year long. |
| 0:24.6 | This is the big one. This is the big one we've been waiting for all year. That's not true at all. |
| 0:29.6 | Today we're going to answer your questions about whether to max out your 401k or take arms with buying individual stocks. |
| 0:36.6 | We're going to talk about options for when you're running out of money in retirement and |
| 0:39.9 | lots of insurance, like long-turn care and whole life and all that good stuff. |
| 0:45.1 | So get excited, everybody! |
| 0:46.5 | If you're lucky, we'll maybe work in some taxes! |
| 0:52.2 | Get some caffeine in your system. We have fun. All right. All that and more on this |
| 0:56.7 | week's episode of Motleyful Answers. So for today's mailback episode, we're going to get some help |
| 1:02.7 | from a couple planners from Motley Fool Wealth Management, a sister company of the Motley Fool. |
| 1:06.6 | And those planners are Sean Gates and Joe Perna. Thanks guys for joining us. |
| 1:10.5 | Thanks for having us. |
| 1:11.3 | Pleasure. |
| 1:13.4 | Okay. |
| 1:14.3 | Get into it. |
| 1:15.4 | I don't know. |
| 1:16.1 | I don't know what I expected you to say. |
... |
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