Rich Habits Podcast

Q&A: Stock Lending, Power of Attorney, and Buying a Home in Cash

Sep 12, 2024
The hosts dive into smart investment strategies, stressing the importance of a high-yield bond account and diverse options for stability. They also discuss estate planning, emphasizing trusts over wills and tax advantages. Homebuyers are guided through mortgage affordability and cash purchases. The conversation highlights the value of diversification, with lessons from past financial crises. Additionally, they explore stock lending and personalized financial strategies, all while sharing personal finance pitfalls to avoid. Tune in for insightful tips!
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