Before you invest in new tools, i would invest in the emith or buill to sell. The bigger recommendation is, investin lifelong learning. Invest ind taking courses, take classes, getting mentorship, getting coaching. That's another type of investment similar to investing in your own business where the returns are incredibly difficult to quantify. But if it does pay off, it can pay it can be the highest earning returns that you ever experience.
#362: David is questioning how to better manage his spending. He’d like a stronger framework to think through budgeting challenges.
Elisa and her husband bought a home, and now they’re saving extra income every month. She has a pension and her husband is an entrepreneur. How much should they be saving for retirement and how should they invest their extra money?
Geoff invested primarily in taxable brokerage accounts for the last twenty years. He’s built a $6 million portfolio and reached financial independence. He wonders about the smartest strategy for withdrawing from those taxable brokerage accounts to efficiently manage capital gains?
Jenna and her husband are planning on buying their next home in a few years. She wants to know if I-bonds are a good way to save for the down payment and closing costs.
Former financial planner Joe Saul-Sehy and I tackle these four questions in today’s episode.
Enjoy!
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