MoneyWise Live | November 29, 2018

Overcoming Worry

Show Notes

Are you a financial fretter? Always worrying about money and whether you’ll have enough for tomorrow? Is it robbing you of sleep? Hurting your relationships? Maybe even your job performance? It doesn’t have to be that way.  You can take positive, tangible steps to overcome your money worries and gain much needed peace of mind. Financial planner and teacher Rob West breaks it down for us.

  • Money related stress is fairly widespread, isn’t it?
  • Why do you think so many people are worried about money?
  • How do we know the difference between rational and irrational financial concerns?
  • What’s irrational worry about money and why would someone be that way?
  • But what if you want to give but just don’t have money to spare? 
  • Point to take - no matter if our money worries are rational or irrational— there are positive steps we can take to find peace of mind. 

The question of the day: What causes you the most anxiety about money?

Next, Rob and Steve answer these questions at 800-525-7000 or via email at

  • If you might be about to sell a house and get about $100,000 of equity, what should you do with this money if you have a time-horizon of 7-10 years?
  • If you receive a lot of credit card offers and you'e tried calling their numbers to no avail, is there any way to stop these offers?
  • If you are currently renting but want to retire without a mortgage and are about 15 years from retirement, should you stay in the rental or explore less expensive options?
  • If you have a 401(k) from a previous employer that's been closed, are your options a.) traditional IRA or b.) Roth where the Roth will cause taxes but the traditional won't?
  • If you're interested in making some charitable contributions but the benefactors have bad Internet ratings, how do you how to trust whether these rates are true?
  • If you're about to get married, want to set yourself up for success with savings and retirement, but you have about $70,000 and your financé paid her student debt off, how should you proceed?  
  • How do you set aside funds for your one-year-old?
  • Can you roll a 401(k) directly into a Roth IRA?

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