You Wold Yo, That Transition

#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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