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Retirement PlanningPodcastEpisode 18

Answering Your Financial Questions

Spiros Vassilakos · CEO & Private Wealth Advisor

Ep 18: Answering Your Financial Questions

When questions come into our office or the show, we love to dive into each scenario and work to find a solution or strategy that fits the individual’s needs.

On this episode, we’re going to tackle a number of questions that we’ve received recently. From using commission payments for retirement saving to tax planning to retirement savings allocations, we’ll hit on a wide variety of topics. Hopefully you’ll hear something that you’ve also wondered about during the show.

Join us on today’s episode to learn more about these topics:

  • Is it okay to count on commission payments for retirement savings? (1:56)
  • Planning strategies for lowering taxes in a given year. (4:08)
  • Is 80% of retirement savings in a money market account too much? (6:21)
  • Should you pay off your own mortgage before purchasing any investment property? (9:31)

If you have any questions about what we discussed today, please reach out and we’d be happy to set up a time to talk.

Quotable Moment:

Ep 18: Answering Your Financial Questions

This piece is adapted from The Audible Advisor, hosted by Spiros Vassilakos. It is educational in nature and is not individualized investment, tax, or legal advice.

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