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Listen to Money Wisdom with Jake Doser, CFP®, CPWA® and Nicholas J. Colantuono, CFP® and gain key financial insights to help you make informed decisions for your future. Jake and Nick aim to provide clarity and guidance, addressing your questions and shining a light on the real financial challenges facing today’s retirees.
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  2. Mailbag – What to Do with Large Gifts + Debt and Saving

Mailbag – What to Do with Large Gifts + Debt and Saving

Jan 14, 2022

We’re opening up the mailbag again to find out what’s on your mind and this episode will cover a couple interesting topics – investing gifts and using debt to increase savings.

 

Read more and get additional financial resources here: https://johnsonbrunetti.com/podcast-episode-235-mailbag-what-to-do-with-large-gifts-debt-and-saving/  

 

What we discuss in this episode: 

1:31 – Mailbag question on gifting rather than inheritance  

4:42 – Mailbag question on good debt

6:59 – Money Map review