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Smart Money QuestionsAuthor: Matt Hausman
Weekly investing and financial planning wisdom seeking to provide answers to your financial questions with your host, Matt Hausman. Language: en Genres: Business, Business News, Investing, News Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Savings Strategies and Tax Refunds
Episode 210
Thursday, 13 February, 2025
Today we want to cover some timely discussions that we’ve had with clients recently, ranging from savings strategies and debt management to tax refunds and credit card spending. Good saving and spending habits are developed over time, but these seemingly small routines can make a huge difference in retirement. Here’s some of what we discuss in this episode: Why it might not be a good idea to take money out of an IRA and into a high-interest savings account. Should you pull money out of savings or investment accounts to pay off debt? Why you shouldn’t be excited to get a big tax refund. Should you change your tax withholdings throughout the year? Using credit cards to pay for as much as you can, especially when traveling. Want to contact us? Website - https://smartmoneyquestions.com/ Email - info@smartmoneyquestions.com Set up a time to talk – http://SpeakWithMatt.com Want to work with us? Find out how we can help: https://smartmoneyquestions.com/work-with-matt/
