Ask Paula - How to Invest Your Tax Refund, Save for College, and Avoid Massive Pitfalls episode artwork

EPISODE · Mar 13, 2017 · 1H 6M

Ask Paula - How to Invest Your Tax Refund, Save for College, and Avoid Massive Pitfalls

from Afford Anything | Make Smart Money Choices · host Paula Pant, Personal Finance Expert | Cumulus Podcast Network

#68: My buddy Joe Saul-Sehy, host of the Stacking Benjamins podcast, joins me this week for another episode of "Ask Paula (and Joe!)" -- in which we workshop through questions that came from you, the Afford Anything community. This week, Joe and I answer questions such as: - I'm getting a $2,500 tax refund. Should I use this to invest, repay debt, or upgrade my home? - I'm debt-free (except a reasonable mortgage) and maxing out my retirement accounts. What else should I be doing? - I've started savings accounts for my two daughters, ages 3 and 6, so that they can access this money for big-ticket expenses when they're young adults. How should I invest this money? - I'm interested in socially responsible investing. What specific funds should I look at? - What's your opinion of high-dividend ETFs? - What's your opinion of using whole life insurance as a 'creative' wealth-building strategy? Enjoy! -- Paula For more information, visit the show notes at https://affordanything.com/episode68 Learn more about your ad choices. Visit podcastchoices.com/adchoices

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