How Do I Stop Stressing About Money?

Aug 24, 2023

The podcast discusses using a HELOC for a home improvement project, allocating savings for specific financial goals, tax implications of dividend reinvestment, and emotional considerations of liquidating a portfolio for a home down payment.

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Introduction

00:00 • 2min

Using a Home Equity Line of Credit (HELOC) for a Home Improvement Project

02:09 • 6min

Allocating Savings for Roof Replacement and Car Purchase

08:26 • 11min

Dividend Reinvestment and Tax Implications for Municipal Bonds

19:38 • 4min

Liquidating a Portfolio for a Home

23:25 • 7min

On episode 88 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM Advisor and CFP Kevin Young to discuss utilizing a HELOC, managing emotions while saving for retirement, selling assets for a downpayment, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

Thanks to Birddogs for sponsoring this episode! Go to www.birddogs.com/ATC or enter promo code ATC for a free white-tech dad hat.

🎥 Watch this episode on YouTube: https://youtube.com/live/zhFVvRHjKPs

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