Finance

Finance

SHOW NOTES 2025

76-years old. Her husband passed away las August and she is now on her own. She owes $222K on her $460K home, payment around $2000. Her income is Social Security = $2,093. Assets: $10K. Transportation: 1992 Subaru.

Finance

SHOW NOTES 2025

Problems with Venmo. 1) Friend paid her money and Venmo over paid her $50. 2) Another friend paid her $235 and it never showed up in Jan’s account. 3) She paid a friend $85 but it was not deducted from her account.

Finance

SHOW NOTES 2025

He bought a truck 15-years ago and took out a 4-year loan with Wells Fargo. After he paid it off, he got refund checks for supposedly over-charging him for various things. A recent refund check for $31 went missing.

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