When you're going debt, that's when calculating the r o i an education make sense. There has to be an expected return on this money if i'm applying the word investment to it. I think we're discussing two separate concepts. On one hand, we're discussing how heather can be a good steward of this money. A second of inquiry is the semantic discussion around the word investment. And so if we don't conflate these two questions, leave the samantic discussion aside and ask, how can heatherby a good stewards of this money? Then i completely agree with you doing anything that would imp e her life.
#394: Bill listened to our episode with Bill Bengen, father of the 4% rule, and he wants to know if there was a way for him to figure out how much money he should be keeping in cash.
Sheryl gets stock from her company, and she would usually sell it…but the stock value has decreased. And now, she isn’t sure what she should do.
Heather inherited an IRA but MUST empty it within ten years - but she doesn’t need it right now. What should she do??
Julie and her husband have access to an HSA for ONE MONTH. Can they max it out before they lose access to it?
In today's episode, former financial planner Joe Saul-Sehy and I tackle these tough questions.
Enjoy!
Do you have a question on business, money, trade-offs, financial independence strategies, travel, or investing? Leave it here and we’ll answer them in a future episode.
For more information, visit the show notes at https://affordanything.com/episode394
Learn more about your ad choices. Visit podcastchoices.com/adchoices