In the audio book, you will hear what sounds like me just reaffirming how awesome paula is. We've got a ye mam's in it. I'm in it. It's very fun and and lots of different interviews. But anyway, big thanks to everybody. Ah, awesome. Well, we'll thank you joe for spending this time with us, and thanks for listening and for being part of the afford anything community.
#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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