Exploring the concept of dividing finances into various 'buckets' for different life stages, this chapter emphasizes the significance of planning for future financial needs through investment strategies like the rule of 72 and tax shelters. It discusses balancing immediate financial requirements with long-term goals and the impact of media on investment decisions, underscoring the value of financial education and entrepreneurial pursuits for achieving financial independence.
#492: Christine’s business is struggling. She needs more income. If she adds a full-time remote job to her plate, how will her retirement and finances change?
Rob enjoyed a banner year in 2023. He made over $1 million. But the sting of income tax has him making moves that violate his investment strategy. Is his tax tail wagging the dog?
Gena is excited to make the most of business deductions. Can she contribute 100 percent of her wages to a 401k and have the company match that?
Christina is tired of living like a pauper in the name of student loan repayment. Is Public Service Loan Forgiveness the answer?
Former financial planner Joe Saul-Sehy and I tackle these four questions in today’s episode.
Enjoy!
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