11min chapter

What Should I Do With My Money? cover image

A Savvy DIY Investor Seeks Advice

What Should I Do With My Money?

CHAPTER

Managing Finances Amidst Life Changes and Investment Opportunities

This chapter covers a personal story of taking over financial responsibilities due to a family member's illness, as well as exploring strategies for investing in real estate while having a significant portion of wealth tied up in RSUs. It emphasizes the importance of a holistic approach in financial planning, discusses various fee structures for financial advisors, and showcases tools for creating dynamic financial plans that adapt to changing circumstances and uncertainties in the future.

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