Paula: I'm generally a big fan of Roth accounts, but that is going to have some tax implications. She says look for someone with an hourly rate structure and who has a fiduciary duty to you at all times. Paula get paid Portfolio visualizer is a great way to Play around with the efficient frontier.
#442: An anonymous caller is struggling with a tempting offer from her family to buy her first house.
Chris recently tripled his income. How should he manage this unexpected surplus?
Tyson is wondering if it's a good time to convert his bonds into treasuries.
“Jaula” wants to know if she should count her side hustle income as part of her retirement money.
Former financial planner Joe Saul-Sehy and I tackle these four questions in today’s episode.
Enjoy!
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