What Were Bo's Biggest Financial Milestones?

This podcast episode answers listener questions about personal finance, specifically focusing on home mortgages and insurance. The hosts first discuss the break-even point for refinancing a mortgage, emphasizing the importance of calculating interest savings to offset closing costs and considering the time horizon before moving. They then explain umbrella insurance, its function as supplemental liability coverage, and its relevance to individuals with assets. Finally, they address Roth 403(b) conversions, advising against premature conversions if high-interest debt needs to be addressed first. The episode concludes with a reminder to check MoneyGuy.com/resources for additional information.