My Secure Advantage

Top 10 Money Coaching Questions

Whether you’re new to working with a Money Coach or a veteran who knows the perks of having a money mentor, perhaps the questions below can make their way into your next call with a Money Coach.
By MSA Staff

Whether you’re new to working with a Money Coach or a veteran who knows the perks of having a money mentor, perhaps the questions below can make their way into your next call with a Money Coach.

In no particular order, here is our list of the top ten financial questions we get asked, plus a bonus question that’s currently trending in popularity:

#1 Benefits & Open Enrollment
Should I keep my HMO medical plan or consider a health savings account and a high deductible plan? What’s the difference?

#2 Home & Mortgage
Can I afford to buy a house?

#3 Credit & Debt
What is the best way to pay off credit card debt?

#4 Savings
How can I get started with saving money?

#5 Savings
How much emergency savings is enough?

#6 Investing
Should I try to pay off my mortgage early or save more for retirement?

#7 Home & Mortgage
Is it a good time for me to refinance?

#8 Budgeting
I’ve tried budgeting, but it hasn’t worked out – can you help me get organized?

#9 Insurance
Do I need life insurance? How much? Which kind is best?

#10 Retirement
Will I be able to retire when I want to? How do I know?

BONUS
Is there anything I can do to pay less in taxes?

Have you been wondering about any of these things? Have another money question on your mind? Your Money Coach is happy to help. If you haven’t worked with a coach before, it’s easy to get started. You’ll be glad you did.

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