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The Unexpected Problem with Your Financial Goals

The Money with Katie Show

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Optimize Your Investments and Taxes for Early Retirement

Under saving is kind of the same thing as sacrificing your future for your present. Paying off your mortgage super early, buying a car in cash, taking out a massive four on k loan. These are all extreme financial moves that place a levered bet on the future you think you're going to want. But much like investing with borrowed money, when things go wrong or really just don't turn out you thought they were going to, it can be catastrophic. That's the essence of flexible planning. It's not putting all your eggs in one basket,. Even if you know that today it might be sub optimal from a tax or investment standpoint. This mitigates the risk that you're

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