Radical Personal Finance 823-Don't Take My Advice. First Ask Yourself If It Actually Applies to Me Right Now.
7 snips
Oct 19, 2021 AI Snips
Chapters
Transcript
Advice Depends On Life Stage
- Financial advice fits different people at different times; context changes correctness.
- Use a lens of scale to judge whether advice applies to your life stage.
Venezuelan Refugee's Urgent Residency Problem
- A client who fled Venezuela considered leaving the U.S. over taxes despite document issues.
- His refugee status and expired passports made staying in the U.S. the higher-priority fix.
Prioritize Immigration Over Tax Moves
- Prioritize fixing your immigration status before optimizing taxes or relocation.
- Seek a more permanent visa or U.S. citizenship because it transforms financial options.