Money Guy Show "We're About to Be Millionaires - Can We Reduce Our Savings?"
Jul 17, 2024
Explore topics like adjusting retirement savings as you approach millionaire status, optimizing down payments for first-time homebuyers, understanding trusts with the analogy of robots, and considering selling a car for a more reliable vehicle. Dive into financial planning strategies and personalized approaches to asset management.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 6min
Optimizing Down Payments for First-time Homebuyers
05:56 • 8min
Exploring Names and Numerical Suffixes
13:33 • 2min
Importance of Savings Rate Over Allocation in Financial Planning
15:27 • 5min
Understanding Trusts: Revocable vs. Irrevocable and Trusts as 'Robots'
20:08 • 3min
Exploring Trusts for Estate Planning with a Robot Analogy
23:12 • 3min
Considering Selling a Car for a More Reliable Vehicle
26:17 • 7min