Are You Having a Camper Van Discussion?

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A question i used to always to ask was, which one would make you feel worse? Would it make you feel bad that you didn't have the camper van, but you knew the house was sold. Or did it make you worse that the house didn't get paid off? And it's funny, because when you look at it from the two different frameworks, you might wind up with different answers. So what are they doing in the present, month by month, with new savings they're amassing? That doesn't mean there's not a middle ground.

#354: Charlie in Cali has enough money saved to pay cash for a house, but she and her husband decided to finance their home, instead. They’d rather invest the money and arbitrage the spread. But one problem: how can they keep themselves from touching this investment?

Jay is choosing between Fidelity and M1 Finance, and has questions about tax loss harvesting.

Nicole and her siblings will be inheriting some properties that they eventually plan to sell. How should they set up or organize these properties among so many owners? Should one person take the lead? Do they need a shared business account? Also, how should they evaluate a property and make sure they get a good deal when they sell?

Ed owns three homes, two of which he plans to sell in the next few years. He plans to live in them long enough to establish residence and take the capital gains exemption when they sell. Is his plan for handling the taxes solid?

We answer these four questions in today’s episode. Enjoy!

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