Podcast Episode 12 – Your Financial Questions Answered

I receive a lot of questions via Quora. Feel free to go to my blog at www.quora.com/profile/Josh-Scandlen/blogs or better yet just go to my website at heritagewealthplanning.com/blog/.

Here are some of the questions I answer on the podcast today.

1. How many Certified Financial Planners (CFPs) also hold the Chartered Financial Analyst designation (CFA)?

2. Do traditional to roth conversions count against your yearly roth contribution limit?

3. Is it better to pay off your house with your savings before retirement?

4. Is paying 0.50+ expense ratio on VMOT, GVAL, GMOM and SYLD ETFs worth it if investing horizon is 20+ years compare to broad market index ETFs with less than 0.20 expense ratio?

Any question you want me to answer?

Just send it in! I’ll be happy to do so.




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