Financial Tracking and Fun Notifications on Monarch

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The chapter covers a humorous incident of a person going over their insurance budget by a small amount, leading to jokes about financial struggles. It then transitions to discussing the features of Monarch, a finance tracking platform with engaging notifications, cautioning about becoming obsessed with constantly monitoring financial updates.

#522: Emily Anne is worried about her obsessive tracking behavior. She’s in great financial shape but struggles to shake the constant compulsion to check her accounts. What should she do?

An anonymous caller and his partner plan to use geo-arbitrage to retire early before reaching their financial independence number. Can they have their cake and eat it too?

Kevin and his wife are having second thoughts about their Delaware Statutory Trust (DST) real estate investments. How do they back out without compromising their estate plan?

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

Enjoy!

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