Ask HTM – Liquid Cash (How Much is Too Much), AI WW3 Portfolios, & Shopping Local (for a Mortgage) #1147

About this episode

We’re kicking off the week by answering your listener questions! And if you have a question that you’d like for us to answer on the show, we’d love for you to submit your own via HowToMoney.com/ask , send us your voice memo. Regardless of how random or bizarre you might think it is, we want to hear it!

1 - Retirement rollover: Should I pay the fee with Capitalize to expedite my 403b rollover, just wait, or are there other options?

2 - Too liquid: How do I know if I have too much cash since my financial goals are a number of years out?

3 - Safety vs growth: As I approach retirement, does it make sense to buy additional years of service to boost my pension?

4 - Local vs national: Should I pay more for my mortgage if it means better service with a local lender or is it only about the lowest rate?

5 - Autopilot: Is the “AI World War III” portfolio worth considering over on the Autopilot app?

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