Q&A: We Have $1.5 Million. Can We Stop Now?

Q&A: We Have $1.5 Million. Can We Stop Now?

#730: What does it actually mean to have "enough" — and how do you know when it's time to stop optimizing and start living? AVOIDING THE REAL ESTATE MISTAKES IN THIS FREE GUIDE COULD SAVE YOU $10,000 OR MORE 👉https://affordanything.com/mistakes In today's episode: Jax, a longtime listener, has hit a mindset shift — prioritizing sabbaticals and shared experiences over pure accumulation. He wants to know if his financial strategy still matches his values, how to deploy his home sale proceeds, when to assemble a financial team, and whether he and his wife have truly reached Coast FI. Megan and her wife are realtors in Baltimore who also flip houses. They're weighing whether to keep flipping, build a rental portfolio, or lean harder into retirement accounts and index funds — and want a framework for balancing it all as they plan for more travel and time with family. And Reema lives with her husband in the home she grew up in — which her mother still owns. As they plan renovations and think ahead to her mother's eventual estate, she's looking for guidance on how to split the inheritance fairly with her siblings. Learn more about your ad choices. Visit podcastchoices.com/adchoices

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Jaksot(776)

First Friday: Jobs Are Cooling, Prices Are Climbing, and NYC is Freezing the Rent

First Friday: Jobs Are Cooling, Prices Are Climbing, and NYC is Freezing the Rent

#729: The U.S. added 57,000 jobs in June. Economists expected 115,000. Meanwhile, inflation hit a three-year high. The Personal Consumption Expenditures index - the Fed's favorite inflation gauge -...

3 Heinä 1h 5min

Q&A: What $2.4 Million at 37 Actually Looks Like (It's Not What You Think)

Q&A: What $2.4 Million at 37 Actually Looks Like (It's Not What You Think)

#728: What do you do when you suddenly have $850,000 and no idea what to do with it? GET TOTAL CLARITY ON WHERE EVERY DOLLAR BELONGS 👉 https://affordanything.com/cornerstone On today’s Q&A, one...

30 Kesä 1h

Hope Isn't a Feeling. It’s a Skill. - with Dr. Julia Garcia

Hope Isn't a Feeling. It’s a Skill. - with Dr. Julia Garcia

727: Not sure what your next money move should be? Start with the free FiiRE Playbook 👉 https://affordanything.com/fiire Dr. Julia Garcia is a psychologist, behavioral researcher, and author of ...

27 Kesä 1h 20min

Q&A: She Has $884K Saved — So Why Can't She Retire?

Q&A: She Has $884K Saved — So Why Can't She Retire?

#726: Hey, we're mixing it up today with a super deep dive. We normally go fairly deep on this show, but today we're going even deeper and turning one caller's question into a case study. Download ...

23 Kesä 1h 19min

What Most Families Get Wrong About Passing Down Wealth, with Andrea Baumann Lustig

What Most Families Get Wrong About Passing Down Wealth, with Andrea Baumann Lustig

#725: Most people assume their financial advisor is legally required to put their interests first. That's not always true. Andrea Baumann Lustig, a wealth advisor with 30 years of experience, joins...

19 Kesä 1h 29min

Why Does Every Good Idea Die in a Meeting? – with HBS Prof Linda Hill and Jason Wild

Why Does Every Good Idea Die in a Meeting? – with HBS Prof Linda Hill and Jason Wild

#724: Linda Hill, a Harvard Business School professor, and Jason Wild, an innovation consultant who has led projects in 40 countries, join us to break down how organizations innovate. Linda and Jas...

16 Kesä 58min

Six Levels of Wealth, with Nick Maggiulli [GREATEST HITS]

Six Levels of Wealth, with Nick Maggiulli [GREATEST HITS]

723: This episode originally aired in July 2025. Here's the thing about personal finance advice: what works when you have $10,000 won't work when you have $1 million.  Yet most financial guidance ...

12 Kesä 1h 12min

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