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In this episode, Benjamin Lake, CFA®, CFP® and I went rapid fire through the biggest financial debates that come up constantly with clients.
- Rent vs. buy
- Lump sum vs. dollar cost averaging
- Roth vs. traditional
- Term vs. permanent life insurance
- Index funds vs. direct indexing
- Pay off the mortgage early or invest the difference
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✅ Financial planning for 30-50 year old entrepreneurs: https://www.allstreetwealth.com
✅ My personal blog & newsletter: https://www.thomaskopelman.com
Disclaimer: None of this should be seen as financial advice. It is just for informational purposes.
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