Should I Invest My Bonus All At Once or Over Time? - Money Q&A

Sep 11, 2024

This discussion dives into the dilemma of whether to invest a bonus all at once or gradually. Listeners explore the benefits of dollar-cost averaging versus lump-sum investing. They also weigh the importance of replenishing emergency funds and discuss essential steps after buying a house. Plus, there’s valuable advice on rolling over funds from financial advisors. The hosts emphasize balancing debt repayment with investment strategies, focusing on maximizing tax advantages and preparing for early retirement.

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Intro

00:00 • 2min

Balancing Debt Repayment and Investment Strategies

02:24 • 7min

Navigating Debt and Retirement Savings Strategies

09:38 • 7min

Investment Strategies for Early Retirement and Tax Advantages

16:44 • 5min

Strategies for Early Retirement: Balancing Taxable and Retirement Accounts

21:34 • 18min