049 - Jason Lina - Resource Planning Group

In Ep. 049, Tim talks with Jason Lina.  Jason is a CFA, CFP, and a lead advisor for Resource Planning Group.  They touch on a number of different hot button issues in personal finance like when to take Social Security, how to properly save for college, dispells some myths about bond investing, and much more!

Om Podcasten

Tim and Tom Mullooly from Mullooly Asset Management bring you "Living With Money". Tim and Tom will walk you through your financial life step by step. From the very basics of personal finance to in-depth financial planning and investing methods, you will truly learn how to live with money. With years of experience spanning multiple generations, Tim and Tom bring a unique perspective to your financial life, whether you're just starting out, or getting close to retirement. Through educational episodes, and interviews with guests from a number of industries, "Living With Money" will help you tackle topics like cash flow management, college planning, student loans, online banking, investing, retirement planning, estate planning, insurance needs, workplace retirement accounts, taxes, overall financial planning, and so much more. Let's get started.