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Episode Show Notes:

We’re taking your questions by email this week to see what’s on your mind and how we can help with your finances.

This episode features three questions covering tax credits, mortgage payments, and saving for retirement. No matter where you stand, the topics we discuss should benefit you as you plan for your retirement.

Here’s some of what you’ll learn on this episode:

  • Seth has always given a few hundred dollars to charities in previous years, but he wants to know if he can get tax credit for that. (0:41)
  • Rhonda wonders if she should save more for retirement or pay more towards her mortgage. (7:35)
  • Floyd worries he’ll never be able to retire. He has $500,000. Should he plan to work forever? (12:06)

We answer these questions in depth on the show, but let us know if you have any other financial queries.

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