Heather's plan has a ten year life expectancy. She can go ahead and invest based on her own spendit time line. Heather will be out of the s an p for just a few days, assuming there isn't major news. In those few days, it'll go up or down just a few points and she discontinues on her merry way.
#394: Bill listened to our episode with Bill Bengen, father of the 4% rule, and he wants to know if there was a way for him to figure out how much money he should be keeping in cash.
Sheryl gets stock from her company, and she would usually sell it…but the stock value has decreased. And now, she isn’t sure what she should do.
Heather inherited an IRA but MUST empty it within ten years - but she doesn’t need it right now. What should she do??
Julie and her husband have access to an HSA for ONE MONTH. Can they max it out before they lose access to it?
In today's episode, former financial planner Joe Saul-Sehy and I tackle these tough questions.
Enjoy!
Do you have a question on business, money, trade-offs, financial independence strategies, travel, or investing? Leave it here and we’ll answer them in a future episode.
For more information, visit the show notes at https://affordanything.com/episode394
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