Name: Is it STILL time to refinance? by TheNoviceAndTheNerd
Duration: 59 min 19 s
Description: Haven't refinanced yet? The Nerd discusses why he's refinancing for 2nd time in 18 months and why you might want to hurry up!

Haven't refinanced yet? The Nerd discusses why he's refinancing for 2nd time in 18 months and why you might want to hurry up!

Amolto Call Recorder for Skype & Teams

Is it STILL time to refinance?

A new report released recently included some disappointing news about the state of Social Security. On this episode we discuss when it could happen, how it can affect your retirement projections and how the government could step in.

Is Social Security about to run out of money?

Have you heard the acronym “QCD”? Derek explains what qualified charitable distributions are and describes how retirees could potentially lower their tax exposure by using these strategically.

Qualified Charitable Distributions

Most of us in Generation X/Y learned about money management and finances from our parents. Well, times have changed and so have our finances! No longer should we rely on our parents for financial literacy…if you’re looking to better navigate your financial life, this podcast is for you! 

Join Laura Bard and Derek Amey from StrategicPoint Investment Advisors (AKA, the “novice” and the “nerd”), where two 40-somethings in the financial services industry (but with very different roles) discuss every day financial topics. Our podcast helps you make sense of your finances and gives you actionable steps to keep your financial life on track.

Find complete show notes and links on our website, StrategicPoint.com. Follow us on Twitter, like StrategicPoint on Facebook, and feel free to contact us any time via email thenoviceandthenerd@strategicpoint.com with feedback, questions or comments, including ideas for future podcast topics!

Is it STILL time to refinance?

TheNoviceAndTheNerd

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