Q&A: Which Investments Should Go Into Which Accounts?

Q&A: Which Investments Should Go Into Which Accounts?

DOWNLOAD the FREE Cheat Sheet: ASSET LOCATION MADE SIMPLE at affordanything.com/assetlocation #621: Jared is attracted to the favorable terms of the annuity plan that his employer offers, but he’s hesitant to pay the opportunity cost of locking up his money now. What should he do? An anonymous caller is struggling to find the efficient frontier with only three funds to choose from in his Thrift Savings Plan. Is there any hope for him? Jack feels great about the funds in his portfolio, but he’s losing sleep over how to apportion them between his taxable, pre-tax and Roth accounts. What’s the best tax strategy for him? Former financial planner Joe Saul-Sehy and I tackle these three questions in today’s episode. Enjoy! P.S. Got a question? Leave it at https://affordanything.com/voicemail Learn more about your ad choices. Visit podcastchoices.com/adchoices

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(779)

The Hidden Math Behind Every Venture Capital Fund, with former Wharton Prof. David Bell

The Hidden Math Behind Every Venture Capital Fund, with former Wharton Prof. David Bell

#733: Venture fund managers can collect years of fees before a single dollar comes back to investors — and the bar to hand over your money is lower than you'd think. David Bell spent 20 years as a ch...

17 Heinä 1h 1min

Your Zip Code Is Quietly Deciding What You Buy, with former Wharton Prof. David Bell

Your Zip Code Is Quietly Deciding What You Buy, with former Wharton Prof. David Bell

#732: Where you live is already deciding what you'll buy today, before you've even made up your mind. And it turns out the customers your local stores ignore completely are often a brand's most valuab...

14 Heinä 1h 2min

Is AI Making You Dumber? With Lorraine Marchand

Is AI Making You Dumber? With Lorraine Marchand

#731: What if the best way to test a new hire wasn't a resume, but a two-hour breakfast? One CEO built his entire hiring process around it — and it worked. Lorraine Marchand spent three decades in le...

10 Heinä 1h 16min

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...

7 Heinä 1h 3min

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

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
mimmit-sijoittaa
psykopodiaa-podcast
rss-rahapodi
rss-sami-miettinen-neuvottelija
ostan-asuntoja-podcast
oppimisen-psykologia
hyva-paha-johtaminen
rss-perho-rajoilla
rss-oivalluksia-rahasta-elamasta
asuntoasiaa-paivakirjat
rss-karon-grilli
rss-inderes
rss-rahataito-podcast
rahapuhetta
rss-ysin-muijat
herrasmieshakkerit
rss-tietosuojamakasiini
rss-paasipodi
rss-johtajuuden-jaljilla