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Family Legacy Wealth

Pay Off the Mortgage Early or Invest More? Why We Chose a Mortgage-Free Life

Should we pay off the mortgage early or invest extra? That is a question that many homeowners find themselves asking. There are certainly benefits to investing more, and there are also benefits to being mortgage-free….

April 22, 2020

Having “The Money Talk” with your Parents as they Get Older – with Cameron Huddleston

As our parents get older, their money problems can sometimes become our problems if we don’t plan ahead. And if we’re raising our children at the same time, there’s a reason they’re calling us the…

August 26, 2019

Why You Need a Trust to Protect Your Family – with Cody Barbo and Patricks Hicks from Trust & Will

As a parent, I’ve always heard that it’s important to have your estate in order. You know … your trust and your will. But since I’ve never felt like I own an “estate”, I haven’t…

August 7, 2019

How a Roth IRA Can Make Your Kid a Millionaire – with Logan Allec

Compound interest is amazing. When our money starts making money over and over again, that’s when our retirement portfolios can grow rapidly. A funded Roth IRA will have a 6-figure sum in what seems like…

July 29, 2019

How Grandparents Can Help With the Cost of College

Meg from Missouri wrote in about 529 plans and her generous in-laws: I recently discovered your podcast and am really enjoying it.  I have a 529 question that I am having trouble finding the answer…

June 3, 2019

With no mortgage, what do you do with the extra money?

Our first question of the month comes in from Nick from Tampa who responded to a blog post I wrote about paying off our mortgage (here’s the article): Andy, I love this blog post. As a…

December 3, 2018
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