

Ask HTM - Ending A Car Lease, Velocity Banking Tricks, & When Index Funds Are Too Risky #769
Jan 1, 2024
Topics discussed in this episode include velocity banking, risks of index funds, ending a car lease, using digital platforms to teach kids about money, and the benefits of having cash on hand. The hosts also talk about setting financial goals, diversifying a portfolio for high net worth individuals, and the downsides of leasing a car.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9
Introduction
00:00 • 2min
Addressing Car Lease Exits, Velocity Banking, and risk with Index Funds
02:01 • 2min
Implementing Change and Setting Financial Goals
03:44 • 2min
Drinking Good Beer and Discussing Velocity Banking
05:53 • 8min
The Benefits of Having Cash on Hand and a Holistic Approach to Finances
14:10 • 4min
Diversifying Portfolio for High Net Worth
18:15 • 17min
Using Extra Money for Personal Goals and Tips on Ending a Car Lease
34:52 • 5min
The Downsides of Leasing a Car
39:32 • 12min
Tasting and discussing a high-quality IPA from Evergrain Brewery in Pennsylvania
51:18 • 3min