Q&A: The Scary Shift from Saving to — Gulp! — Actually Spending Your Money

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Episode
640 of 659
Længde
1T 6M
Sprog
Engelsk
Format
Kategori
Økonomi & Business

#595: Eva is finally closing in on her financial independence goals, but she’s grappling with how to make a smooth transition from accumulation to decumulation. What should she consider?

John has noticed a game-changing omission from recent discussions about traditional versus Roth IRAs. Is this as big of a deal as he thinks it is?

An anonymous caller is excited to convert his primary residence into a rental property. But he’ll only make a profit if he first sells some equities to pay down the mortgage. Is this a good idea?

Former financial planner Joe Saul-Sehy and I tackle these questions in today’s episode. Enjoy!

P.S. Got a question? Leave it at https://affordanything.com/voicemail

For more information, visit the show notes at https://affordanything.com/episode595 Learn more about your ad choices. Visit podcastchoices.com/adchoices


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