Ep. 138: Mark has a pretty good financial life, except for his unique life insurance situation…

M$D: January 28, 2024

Meet Mark.

Mark’s main concerns, in his words:

I have 300k in retirement savings. Putting $3000 a month toward retirement in Roth 401k and 457b plans (We make too much for a Roth IRA).  Have $170,000 in student debt. Three kids and 529 plans for each of them. We want to make sure we are putting money in the right places to minimize tax implications. Should we be paying off debt or working on retirement? Right now we are splitting money between the two.

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