Answering Fan Questions, 2 – Episode 138

It’s time to answer more of your pressing financial questions! Want some strategies for financing a new car, or deciding between contributing to a 401(k) or a company stock option plan? I’ve got the answers for you. I’ll also break down the best options for setting up investment accounts for your children, including 529 plans, Roth IRAs, and even permanent life insurance.

My goal is to simplify complex financial decisions so you can take real steps toward your financial future. Keep the questions coming—I love hearing from you! Have a listen to this week’s episode, and as always, let’s keep CAPitalizing!

Important Information:

You should always seek counsel of the appropriate advisor prior to making any investment decision.

Christopher Panagiotu is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor and member FINRA/SIPC.

The people and companies mentioned in this presentation are not affiliated with or endorsed by LPL Financial or CAPitalize Your Finances. LPL ART-634876 (11/24)

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