The Dynamic Relationship Between Income and Savings

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When you make something efficient in one area, there's going to be an efficiency in another. Andy is maxing out his tax advantaged accounts, and he still has more money to invest after that. So i want to take a moment and give a round of applause for andy. Notch it up by one %, and then notch it up by 1%. Look for ways to increase your earnings.

#374: Andy in Palm Springs wants to create an income stream through a taxable brokerage account. What strategy should he use to minimize the tax impact of withdrawing his gains?

Jake wants investment cash flow until he’s eligible for his military pension in 10 years. Should he buy small multifamily properties right now, wait a few years and invest in syndications or should he invest in index funds through taxable accounts?

Anonymous is a US Citizen, lives in London, and can’t invest in index funds. How can he invest while reducing his risk?

Former financial planner Joe Saul-Sehy and I tackle these questions in today’s episode.

Enjoy!

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