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Family, football, and financial food for thought: Happy Thanksgiving from Investing Sense!

Air Date: Nov 25, 2017

As you are hopefully enjoying some days off full of food, football, and family time, enjoy a few fall highlights from Investing Sense, including real estate expert Greg Cooper’s in-studio interview and Diane Daniels’ tips on how to cut healthcare costs. Plus, re-visit what Tom Petty has to do with your estate plan!

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Interview: Real estate expert Greg Cooper – One of the most frequently asked questions that Andy gets is “Should I pay off my mortgage or invest?” Greg Cooper of Berkshire Hathaway Home Services joins the show to talk about real estate and how to think of it as an investment.

Tackling out-of-control healthcare costs – Solving for outrageous healthcare costs is quickly becoming one of the most important financial planning issues. Medicare expert Diane Daniels joins the show and gives you tips on how to potentially save thousands on your healthcare bills.

Clean-up continues in Puerto Rico – Puerto Rico was already dealing with a massive financial crisis even before Hurricane Maria hit back in October. At the time, President Trump spoke about wiping out the island’s debt, which could help speed up recovery, but how would this affect investors?

Free Fallin’ estate plans – Usually, when a celebrity dies, you hear details about how they screwed up estate plans, but it’s been a couple months since Tom Petty’s passing, and it seems like he planned well. Whether you have $500 or $5 million, everyone needs to take care of the basics, so Andy details ways to avoid the most common estate planning mistakes.

Life After Me

Click below to download the Financial Engines guide to getting started with estate planning:

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