How to Scale With Your Organizational Chart

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The president of american express also says the emith is his favorite book, a gentleman named kenshenalt. You know, this is a book with a lot of great niversal trute, a book that can scale with you. Have an organizational chart to outline all of the rolls because there's a distinction between the person and the roll. So form that org chart, even if it's a one person company, because you want to see how these rolls interact with one another.

#362: David is questioning how to better manage his spending. He’d like a stronger framework to think through budgeting challenges.

Elisa and her husband bought a home, and now they’re saving extra income every month. She has a pension and her husband is an entrepreneur. How much should they be saving for retirement and how should they invest their extra money?

Geoff invested primarily in taxable brokerage accounts for the last twenty years. He’s built a $6 million portfolio and reached financial independence. He wonders about the smartest strategy for withdrawing from those taxable brokerage accounts to efficiently manage capital gains?

Jenna and her husband are planning on buying their next home in a few years. She wants to know if I-bonds are a good way to save for the down payment and closing costs.

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

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