Q&A: When the "Right" Decision Feels Harder Than The Math

Q&A: When the "Right" Decision Feels Harder Than The Math

#720: At what point does making the “right” financial decision start to feel emotionally harder than the math itself? Rebecca: is wondering whether the Rule of 72 means she can ease up on retirement contributions—or whether continuing to max out her Roth 401(k) is still the smarter move despite multiple mortgages, car loans, and college savings goals. Kate: feels trapped between the math and psychology of homeownership. A low-interest rental property could be sold to dramatically reduce a much larger 7 percent mortgage, but she’s struggling with whether giving up that “golden” loan would be a long-term mistake. Emily: is now just a few years away from early retirement, but after watching his net worth grow rapidly during the bull market, he’s finding that the closer he gets to financial independence, the harder it becomes to emotionally trust that he finally has enough. Resources mentioned: Financial Planning Tools: go.boldin.com/affordanything Leave Paula a message for the show: affordanything.com/voicemail Join the Afford Anything Community: affordanything.com/community Learn more about your ad choices. Visit podcastchoices.com/adchoices

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Avsnitt(772)

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 Juni 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...

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#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 Juni 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 Juni 1h 12min

Q&A: Why Do I Still Feel Anxious When I’m Clearly Doing Well?

Q&A: Why Do I Still Feel Anxious When I’m Clearly Doing Well?

#722: Free lesson: affordanything.com/mistakes Ask us a question: affordanything.com/voicemail  What happens when your financial plan is technically working — but emotionally, it still doesn’t fe...

9 Juni 50min

First Friday: Fed Rate Hike Coming? Jobs & Housing News

First Friday: Fed Rate Hike Coming? Jobs & Housing News

#721: The US economy showed robust job growth in May, adding 172,000 new jobs, exceeding expectations. This suggests a broadening of economic recovery beyond essential services. Treasury yields ha...

5 Juni 35min

Your Office Is Making You Sick, with Dr. John La Puma

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#719: Most of us spend 93 percent of our time indoors, and it's making us sicker, more tired, and less productive than we realize. Dr. John La Puma is a physician and researcher who studies what happ...

29 Maj 1h 24min

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