Q&A: A $30K Promotion Near FI, Learning Put Options, and Scaling a 16-Unit Portfolio

Q&A: A $30K Promotion Near FI, Learning Put Options, and Scaling a 16-Unit Portfolio

#700: Today we’re tackling three different financial questions from our listeners. First, we’ll hear from Melanie, who is deciding whether to pursue a promotion that would increase her salary by $30,000 but may add more stress, even though she’s already close to financial independence. Next, Ami wants to learn how options trading works and is wondering how to find legitimate training without falling into expensive or questionable courses. And later in the episode, we’ll revisit Ben who called in six years ago asking how to grow from four rental units to twenty. Today he owns sixteen units and is deciding how to scale from here. We’ll tackle all of that on today’s episode #700!!! Resources: Interview with Rose Han: affordanything.com/episode652 Jeanne_Retired on TikTok (shared by Joe): https://www.tiktok.com/@jeanne_retired/video/7615363778938408223 Ben's original question on Episode 243: affordanything.com/episode243 Share this episode with a friend, colleagues, and your bank teller: https://affordanything.com/episode700 Learn more about your ad choices. Visit podcastchoices.com/adchoices

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Is a Computer Science Degree Still Worth the Debt?, with Ron Lieber

Is a Computer Science Degree Still Worth the Debt?, with Ron Lieber

#711: A computer science degree used to feel like a sure thing. Job placement rates topped 90 percent. Starting salaries cleared $80,000. You could do the math on your student loans before you enrolle...

1 Touko 1h

Q&A: He Wants to Die With Zero – Here’s How to Spend $1M Without Running Out

Q&A: He Wants to Die With Zero – Here’s How to Spend $1M Without Running Out

#710: What does it really look like to balance financial optimization with real-life tradeoffs—whether that’s choosing meaningful work, spending down your savings, or deciding where your next dollar s...

28 Huhti 1h 12min

The Financial Reality of Developmental Disabilities, with Keith Wargo

The Financial Reality of Developmental Disabilities, with Keith Wargo

#709: Keith Wargo has spent decades navigating one of the most daunting financial planning challenges a family can face: raising a child with a developmental disability. He joins us to share what fami...

24 Huhti 1h

Q&A: My Mom Is 73. She Has a House — But It Doesn’t Pay the Bills. Now What?

Q&A: My Mom Is 73. She Has a House — But It Doesn’t Pay the Bills. Now What?

#708: What’s the smartest way to handle big financial transitions—when the stakes are high and the “right” answer isn’t always obvious? Anonymous “Cyndi Jr.” is helping their 73-year-old mother reloc...

21 Huhti 1h 9min

Q&A LIVE from Texas A&M Texarkana

Q&A LIVE from Texas A&M Texarkana

#707: Joe and I traveled to the campus of Texas A&M University-Texarkana for a very special live recording. We were joined by Jay Davis, the Executive Director of Financial and Entrepreneurship Engage...

17 Huhti 50min

Q&A: The Case for NOT Paying Off Your Student Loans

Q&A: The Case for NOT Paying Off Your Student Loans

#706: When the numbers look straightforward—but the rules, timing, and future are uncertain—how do you decide what to do next? KJ has $90,000 in student loans, a recent inheritance, and a lot of ...

14 Huhti 1h 12min

What to Fix First When Everything Feels Stuck, with former Lyft COO and Tesla President Jon McNeill

What to Fix First When Everything Feels Stuck, with former Lyft COO and Tesla President Jon McNeill

#705: Jon McNeill, former president of Tesla and COO of Lyft, starts with a simple problem: his teenage son is about to start driving, and he’s worried about texting behind the wheel. Instead of sett...

10 Huhti 1h 27min

Q&A: Should I Quit My Job to Be a Stay-at-Home Dad

Q&A: Should I Quit My Job to Be a Stay-at-Home Dad

#704: How do you make smart financial decisions when you’re balancing debt, investing, and big life changes … all at the same time? Today, Brigham and his wife, ages 25 and 23, wonder: can they buy...

7 Huhti 52min

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