Cost-fire is one of your favorite phrases or always being sarcastic. He's poking the bear. That means that if Brian's not there yet when you just identify the assets he has today, but based on his goals, he can coast in. Just like when you first hear about Roth IRA or 401K, what the hell is that? I think my phrase is travel, bougiely. But no, that's not it. Wait, Joe,. One of your favorite terms is your favorite term travel elaborately? Because I've never heard that. No. Those two words in combination with one another to travel elaborately. I do like that. And I'm not a huge
#405: Daniel and his wife want to go on an extended vacation and leave their jobs next year…and still have money in case there’s a problem at their rental properties. Would a HELOC help them?
Anonymous and her husband have received a large commission and want to understand how to better plan for their future by optimizing for these inconsistent windfalls.
Brian has hit coast F.I.R.E and would like guidance on how to prioritize between tax advantaged accounts and retirement accounts.
Anonymous and his wife have been focused on getting short term rentals in a single location - is his portfolio too focused on this singular strategy??
Former financial planner Joe Saul-Sehy and I tackle these four questions in today’s episode.
Enjoy!
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