Live w/Jim & Anna, Ep. 25: Last Episode

Live with MainStreet

Live w/Jim & Anna, Ep. 25: Last Episode

Q/A: Home Equity in Retirement, Home Warranty & Auto Premium Increase

Questions discussed:

  1. I just purchased a new car and my insurance premium increased. What can I do to lower it down?
  2. Should I cash out my traditional IRA to help pay down for my student loans? I just graduated and have $36,000 in student loans. My IRA balance is $10,000.
  3. ‍Should I plan on using my home equity in retirement?  I saw a story on this recently
  4. ‍I’ve been paying what is now $550 a year for a home warranty plan for the past eight years. Should I continue paying or just save the money for an HVAC system in the future which I think might be my  biggest expense?
  5. ‍ If I change a 529 college savings plan from one state to another, do I have to pay any tax or fees?
Anna Sergunina
Anna Sergunina

I'm Anna Sergunina, CFP®, President & CEO at MainStreet Financial Planning, Inc. My passion lies in serving others through financial planning, helping clients achieve their dreams like buying a home, saving for education, or retiring early. With over two decades in the industry and a CFP designation since 2009, I'm dedicated to excellence and continuous growth. Beyond work, I cherish moments with my son Liam, prioritize self-care, and engage in content creation for my Money Boss Parent Podcast and Money Library blog.

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