Q&A: We Want to Save Senior Dogs … But Should We Sell Our Rental to Do It?

Q&A: We Want to Save Senior Dogs … But Should We Sell Our Rental to Do It?

#678: Anonymous (01:52):  "Victoria" is 51, single, and still enjoying their W2 job while building a side business from a passion hobby. They’re thinking about heavy Roth conversions, planning for retirement, and wondering how much traditional money to leave untouched. Should Alex prioritize tax efficiency, or focus on growth and flexibility? Anonymous (34:29): "Gwyneth" and her husband moved to the U.S. to start a sanctuary for senior dogs and cats. With $100,000 in debt soon paid off, two properties in hand, and a dream to buy land for their sanctuary, they’re torn: sell, refinance, or keep their rental property? What’s the best way to fund a long-term dream while building wealth? Soyman (53:28): Soyman is 25, saving aggressively, and planning to take all of 2027 off to go backpacking. They see a rare tax opportunity to convert nearly $30,000 to a Roth at a negative tax rate—but is the strategy worth the small cash buffer and other risks? Resource Mentioned: Interview with Charity: Water founder Scott Harrison Share this episode with a friend, colleagues, your veterinarian: https://affordanything.com/episode678 Learn more about your ad choices. Visit podcastchoices.com/adchoices

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Episoder(763)

The 5 Ways Investors Behave When Things Go Wrong, with Clare Flynn Levy

The 5 Ways Investors Behave When Things Go Wrong, with Clare Flynn Levy

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22 Mai 1h 5min

Q&A: Your Kids Just Inherited $350,000 Each. Now What?

Q&A: Your Kids Just Inherited $350,000 Each. Now What?

#716: When does a financial decision stop being purely about maximizing returns—and start becoming about building the life you actually want? Karen recently inherited sizable trusts for their chi...

19 Mai 1h 13min

Mrs. Dow Jones: Your Childhood Is Running Your Bank Account

Mrs. Dow Jones: Your Childhood Is Running Your Bank Account

#715: She grew up with a Goldman Sachs dad. She still ended up broke in her 20’s. Here's what changed. Haley Sacks - known online as Mrs. Dow Jones - joins us to talk about the five-step financial fr...

15 Mai 1h 9min

Q&A: Should I Sell One Property to Pay Off Another?

Q&A: Should I Sell One Property to Pay Off Another?

#714: When you’re making big financial decisions, what matters more: optimizing for the best long-term outcome, or choosing the path that gives you the most flexibility and peace of mind right now? ...

12 Mai 55min

BONUS: The Economy Added 115,000 Jobs. Consumer Confidence Just Hit a 74-Year Low. Let’s Unpack This.

BONUS: The Economy Added 115,000 Jobs. Consumer Confidence Just Hit a 74-Year Low. Let’s Unpack This.

The US economy added 115,000 jobs in April -- and the numbers look solid on the surface. But dig a little deeper and you'll find a tech sector in freefall, a housing market frozen in place, and cons...

11 Mai 24min

Why Smart People Still Sabotage Their Own Money, with Tiffany Aliche

Why Smart People Still Sabotage Their Own Money, with Tiffany Aliche

#713: Tiffany Aliche spent her 30th birthday in her childhood bedroom, $300,000 in debt, unemployed, and freshly foreclosed on. 

Sixteen years later, she's generated over $50 million in gross revenue...

8 Mai 1h 14min

The Rental Strategy That Survived Every City Crackdown, with Jeff Hurst

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#712: Jeff Hurst, CEO of Furnished Finder, joins us to break down what midterm rentals are, who they're for, and why now might be the best time to get in. A midterm rental is a furnished unit rented ...

5 Mai 1h 32min

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

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#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 Mai 1h

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