Is There a Way to Get Around the Carrying Cash Around Problem?

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i was going to mention a wynab, you need a budget. That's probably the most popular one. It's a subscription service. You're gong to pay for it. But you know what? When it's free, hello, mint, i'm looking at you. I your being marketed all the when i had mint on my phone, i was being marketing all the time, right? And i think what we're getting o that frustrates david a little bit, like, why is nobody solved this?

#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.

Enjoy!

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