Today we’re going have a little fun by playing a game of Overrated, Underrated, or Rightly Rated. We’re going to present some financial products or ideas and Mark will tell us which category he thinks they fall into.

Join us as we discuss the importance of financial planning for retirement, including the benefits of setting up a Roth IRA and making consistent contributions. We’ll also explore the overrated and underrated aspects of various financial concepts, such as tax refunds, mortgage payoff strategies, and variable annuities.

Here’s some of what we discuss in this episode:

• Why getting a tax refund is overrated.
• What does Mark think about the movie ‘Gone With The Wind?’
• Should you pay your mortgage of early or wait?
• Why Mark feels like variable annuities are overrated.
• The opinions on Roth IRAs can swing in both directions.