Sometimes you get good news and bad news at the same time. Which one will outweigh the other? In this episode, we talk through a number of financial scenarios that can bring a bit of both good and bad. More times than not, you are better off than you expected but you won’t know until you ask a professional.
Here’s some of the good/bad news we’ll discuss on today’s show:
- You have a lot of debt, but you have some tax-deductible interest. (2:05)
- Mutual funds haven’t performed well…but the fees are low. (4:18)
- Not enough money to pay for long-term care, but Medicaid can step in. (6:32)
- Lost a lot of your portfolio, but it will come back, eventually. (8:44)
Get in touch with the Peterson Financial team: https://petersonfg.com/
Version: 20241125
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