Gusto is a modern platform to help you take care of your team and keep them around for the long hall. Join more than 200 thousand businesses that are using gusto to day, head dig gusto dot com slash paula and get three months free. Promo code, paula p a u l a for hair as strong as you are. Our next question comes from he paula: How do I deal with capital gains in taxible brokerage accounts?
#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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