i would have them agree on what the purpose is of this money. If we don't achieve x, then why doesn't into being? Because we're all worse off. The biggest thing that drives a wedge in any relationship is when we begin valuing different things. And i think that once you decide that one s a and the other one is b, or that we modify them, maybe we don't get all of a maybe we do pay off the mortgage a little slower this way. But we do syphon off some money for the for the camper van.
#354: Charlie in Cali has enough money saved to pay cash for a house, but she and her husband decided to finance their home, instead. They’d rather invest the money and arbitrage the spread. But one problem: how can they keep themselves from touching this investment?
Jay is choosing between Fidelity and M1 Finance, and has questions about tax loss harvesting.
Nicole and her siblings will be inheriting some properties that they eventually plan to sell. How should they set up or organize these properties among so many owners? Should one person take the lead? Do they need a shared business account? Also, how should they evaluate a property and make sure they get a good deal when they sell?
Ed owns three homes, two of which he plans to sell in the next few years. He plans to live in them long enough to establish residence and take the capital gains exemption when they sell. Is his plan for handling the taxes solid?
We answer these four questions in today’s episode. Enjoy!
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