Every show we produce, we do for our listeners, but that’s especially true of our Bonus Mailbags, since we are answering your brilliant questions! This week’s episode is no exception. So many of you wrote into us after our recent episode #288: Investing For Short And Long Term Goals, with investing questions of your own. We are going to tackle them today with the help of Ryan Viktorin, who is a Vice President and Financial Consultant at Fidelity Investments. Every day, she works with high net worth individuals and families on retirement planning, legacy planning, tax minimization, investment strategy and more. She is a Certified Financial Planner, and when she’s not advising clients, she spends time keeping up with her twin boys.
Listen in as Jean and Ryan advise a listener on what to do with liquid funds that she has saved for a down payment on a house. They also offer guidance to a listener who has questions about selling investments in a taxable account, and we hear from a woman who is curious how best to save for retirement.
We’re so grateful to you for writing in with your questions. If you have one for us, we’d love to hear from you at email@example.com!
This podcast is proudly supported by Edelman Financial Engines. Let our modern wealth management advice raise your financial potential. Get the full story at EdelmanFinancialEngines.com. Sponsored by Edelman Financial Engines – Modern wealth planning. All advisory services offered through Financial Engines Advisors L.L.C. (FEA), a federally registered investment advisor. Results are not guaranteed. AM1969416