When Is It Enough?

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Paul Begala: I like the way Dan is thinking, which is how should I evaluate this? Because I feel like often we don't ask ourselves that. He says market-based appreciation does work as a strategy for limited periods of time. Begala: But if you can capture that limited window of time, milk the appreciation while it's there and exit out of it before the market.

#419: Casey isn’t happy at her job. If she leaves before her one-year mark, she’ll lose her 401k contributions. Should she stay or find a new job?

Daan resides in a high-cost-of-living area where real estate appreciates rapidly. But there’s no cash flow. How should he evaluate real estate as an investment?

Emily already maximizes her 401k contributions. Should she contribute to an after-tax 401k next?

Ryan’s investing for his son. If the yield is the same between two mutual funds, can he leave his son with more money if one mutual fund pays dividends more frequently?

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

Enjoy!

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