The Past Doesn't Equal the Future

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The key is not to compare yourself to those earlier, happier or wealthier days. Look at what you've done to day to be a little bit better than where you were yesterday. You can neither rest on your laurels nor quit before you ever begin. A broken past does not necessarily equal a broken future,. But an accomplished past does not guarantee a successful future.

#374: Andy in Palm Springs wants to create an income stream through a taxable brokerage account. What strategy should he use to minimize the tax impact of withdrawing his gains?

Jake wants investment cash flow until he’s eligible for his military pension in 10 years. Should he buy small multifamily properties right now, wait a few years and invest in syndications or should he invest in index funds through taxable accounts?

Anonymous is a US Citizen, lives in London, and can’t invest in index funds. How can he invest while reducing his risk?

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

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