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Deciding when to sell an asset.

Author
With Scott Hanson and Pat McClain
Published
Sat 17 Jul 2021
Episode Link
http://podcast.moneymatters.com/e/deciding-when-to-sell-an-asset/

On this week’s Money Matters, Scott and Pat discuss the one question to ask yourself if you’re struggling to decide whether to hold or sell an asset.


Scott and Pat advise a retired caller in Florida, with $4.1 million in savings, about how he can determine a safe withdrawal rate. A California man asks if he should pay down his $148,000 mortgage balance with his 401(k) money. A caller asks how he should invest $1.1 million for his daughters. Finally, Scott and Pat speak with a woman in Texas who asks if she can collect Social Security based on her ex-husband’s record.


Ask a question by clicking here, or email Scott and Pat at [email protected].


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