Shop Ifi Is the All in One Commerce Platform to Start, Run and Grow Your Business

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Shopefi is an all in one commerce platform to start, run and grow your business. Shopefi gives onto pnorse the resources that used to only be reserved for big businesses. If you are a business owner, as you know, scaling your business is a journey of endless possibility. You can synchronize on line and in person sales, and you can effortlessly stay informed.

#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.

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