This chapter delves into the dynamics of being the designated finance advisor among friends and family, referencing a notable figure aiding others with financial queries. The hosts further discuss the show Stacking Benjamin's and its integral contributors, like Paula and Mr. Penzo, and extend an invitation to connect with one of the hosts on their platform.
#494: Tatyana is about to pay off her house at age 39! What’s next? Her husband, who earns twice as much (and whom she met after she bought the home), has no savings. They want a boat. Should she focus there?
Matthew recently ended a relationship that resulted in a real estate buyout with an 8.1 percent interest rate. With rates expected to decline, how long should he wait to refinance the loan?
Rachel’s friends know her as the finance gal, but she’s stumped about closed-end funds. What should she know about these investments?
Erin and Angelique call in with a loan strategy to tackle Steve’s double mortgage dilemma from Episode 478.
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/episode494
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