Adopt Anything Podcast - You Can Chat With People Based on Your Life Circumstances

5min Snip

00:00

Play full episode

Summary

Transcript

Episode notes

Polypant: If you want to discuss this episode with other amazing people, go to afford anything dot com slash community. You can chat with people based on your life circumstances and topics of interest. There's a distinction between financial media and financial advice. Polypant: Never use the show as a substitute for an actual professional adviser or tax expert.

#362: David is questioning how to better manage his spending. He’d like a stronger framework to think through budgeting challenges.

Elisa and her husband bought a home, and now they’re saving extra income every month. She has a pension and her husband is an entrepreneur. How much should they be saving for retirement and how should they invest their extra money?

Geoff invested primarily in taxable brokerage accounts for the last twenty years. He’s built a $6 million portfolio and reached financial independence. He wonders about the smartest strategy for withdrawing from those taxable brokerage accounts to efficiently manage capital gains?

Jenna and her husband are planning on buying their next home in a few years. She wants to know if I-bonds are a good way to save for the down payment and closing costs.

Former financial planner Joe Saul-Sehy and I tackle these four questions in today’s episode.

Enjoy!

P.S. Got a question? Leave it here.

Subscribe to the show notes at https://affordanything.com/shownotes

Learn more about your ad choices. Visit podcastchoices.com/adchoices