Afford Anything Don't Let One Big Bill Blow Up Your Budget (Here's How)
5 snips
Jun 7, 2024 An anonymous caller seeks advice on managing a large inheritance wisely. The Efficient Frontier concept is explored for optimized investments. Planning for unexpected expenses like buying a new car in retirement is discussed. Financial modeling for effective planning and 529 plan flexibility for children's education are emphasized.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Intro
00:00 • 2min
Navigating an Inheritance with Wise Decisions
01:31 • 7min
Optimizing Investments through the Efficient Frontier
08:58 • 23min
Navigating Financial Uncertainties During Life Changes
31:44 • 9min
Financial Modeling for Effective Planning
41:03 • 8min
Planning for Children's Education Expenses with 529 Plan Flexibility
48:35 • 2min
Flexibility in Beneficiaries for Investments and Introducing Monarch App
50:25 • 3min
Planning for Large Expenditures in Retirement
53:38 • 12min