The afford anything podcast is launching a book club. The first book that we're going to be reading is the psychology of money, by morgan hausel. Morgan hausel has been a two time guest on the afford anything podcast. So come joyne. You can talk about the book with me. I'll be right there in the book club with you,. commenting on different passages, different paragraphs, different key ideas that have stood out. It's so reinvigorating. An so reminds me of why we do this.
#380: Matt wants to optimize his portfolio and wants to know if he should invest along the Efficient Frontier – despite the fact that the asset allocation it recommends is absolutely bonkers; it’s wild and risky and tilted like nothing he’s ever seen before.
Ionnie just rolled over her Roth IRA and would like to understand how to withdraw her contributions without getting penalized.
Anonymous and her spouse are both in the military and about to reach retirement. They have an expensive whole life insurance policy, costing $550 per month, and wonder if they should switch to term life insurance.
Former financial planner Joe Saul-Sehy and I tackle these three questions in today’s episode. Enjoy!
P.S. Also – we’re launching a book club!! Each month, we’ll read and discuss a book written by an Afford Anything podcast guest, starting with Morgan Housel, James Clear, Ken Honda, and Dr. Susan David. Sign up here.
P.P.S. Got a question? Leave it here.
For more information, visit the show notes at https://affordanything.com/episode380
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