Ep 03: Whole Life Insurance, Raise Mistakes, and Why Your Advisor Isn't Calling You Back

Seven real questions, straight answers. On this episode: how to allocate a big raise before lifestyle creep takes over, what to do with $1,200 of monthly surplus when you're 27, why the whole life insurance policy your bank pitched you is almost certainly not the right product, how to build a budget that doesn't require willpower to maintain, what financial moves to make when layoffs are announced before anything happens, what it means when your financial advisor goes silent for 8 months, and how to deploy a $50K inheritance without panic or impulse.If any of this hit close to home, book a call at www.tidycal.com/jorgetijerinoThe content on this show is for educational and informational purposes only and should not be considered personalized investment advice or a recommendation to buy or sell any securities. Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. VIM Wealth Management is a registered investment advisor with the SEC. For guidance specific to your situation, consult a qualified financial professional.