The hosts weigh the mathematical benefits of investing in retirement accounts versus paying off debt, discussing potential growth and tax advantages of investing. They also highlight the importance of the behavioral component and prioritizing debt payoff for those who rely on debt. Overall, the chapter emphasizes the need to balance math and behavior when making financial decisions.
#477: Kayla is torn between paying off a loan early or catching up on missed retirement contributions.
Josh wants to retire early and meets the threshold for zero capital gains taxes. Should he put all his retirement savings into a brokerage account?
An anonymous caller wants to know how to merge financial lives with her husband from another country.
Former financial planner Joe Saul-Sehy and I tackle these three questions in today’s episode.
Enjoy!
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For more information, visit the show notes at https://affordanything.com/episode477
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