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Financial Questions

Hosted by: Laura Hawley Special guest: Nathan Amann

February 15, 2017

Host
Laura Hawley – CFP®, President at Allen & Company

Co-Host
Nathan Amann – CFP®, MBA, Senior Vice President at Allen & Company

Guest
Pamela P Craven, Ph.D. – Executive Director at Learning Resource Center

In this episode, we discuss social Security and when you should take it, the safe way to Co-sign on a Mortgage, a Traditional Advisor verses a Robo-Advisor, and other frequently asked Financial questions. We will also discuss how raising the Interest Rates affect you, Negative Interest Rates and how they occur, and making a graceful exit from the Stock Market after you retire. We will also welcome special guest Pamela P Craven, Ph.D., Executive Director at Learning Resource Center

In this episode we cover:

  • Economic Compass (:38)
  • Strategic ways to pay down your Mortgage (5:20)
  • Considered ways to use your 401k (8:05)
  • Social Security and how it can impact your Financial future (9:25)
  • 401K and Employer Benefits programs (14:20)
  • The pros and cons for Co-Signing on a loan (21:21)
  • Planned ways to save for College (23:48)
  • Q&A with Nathan Amann (27:11)
  • Visit with Pamela P Craven, Ph.D. – Executive Director at Learning Resource Center to discuss the mission and upcoming events at the Learning Resource Center (31:29)

Links From the Show:

Connect with:

Laura Hawley – CFP®, Senior Vice President at Allen & Company
Allen & Company – Laura Hawley

Pamela P. Craven, Ph.D. – Executive Director at Learning Resource Center
LinkedIn – Pamela P. Craven, Ph.D.

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