Ask Paula - How to Invest Your Tax Refund, Save for College, and Avoid Massive Pitfalls

Ask Paula - How to Invest Your Tax Refund, Save for College, and Avoid Massive Pitfalls

#68: My buddy Joe Saul-Sehy, host of the Stacking Benjamins podcast, joins me this week for another episode of "Ask Paula (and Joe!)" -- in which we workshop through questions that came from you, the Afford Anything community. This week, Joe and I answer questions such as: - I'm getting a $2,500 tax refund. Should I use this to invest, repay debt, or upgrade my home? - I'm debt-free (except a reasonable mortgage) and maxing out my retirement accounts. What else should I be doing? - I've started savings accounts for my two daughters, ages 3 and 6, so that they can access this money for big-ticket expenses when they're young adults. How should I invest this money? - I'm interested in socially responsible investing. What specific funds should I look at? - What's your opinion of high-dividend ETFs? - What's your opinion of using whole life insurance as a 'creative' wealth-building strategy? Enjoy! -- Paula For more information, visit the show notes at https://affordanything.com/episode68 Learn more about your ad choices. Visit podcastchoices.com/adchoices

Det här avsnittet är hämtat från ett öppet RSS-flöde och publiceras inte av Podme. Det kan innehålla reklam.

Avsnitt(764)

Q&A: The Goalposts Moved — Is That Actually a Problem?

Q&A: The Goalposts Moved — Is That Actually a Problem?

#718: What happens when the financial strategy that once felt obvious suddenly becomes a lot more complicated? Les is approaching financial independence but has realized there’s one thing missing f...

26 Maj 41min

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

#717: Clare Flynn Levy was a hedge fund manager in London in the summer of 2007, watching her trading screens turn red — every single day. Merger arbitrage spreads were widening. Investors were pullin...

22 Maj 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 Maj 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 Maj 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 Maj 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 Maj 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 Maj 1h 14min

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

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

#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 Maj 1h 32min

Populärt inom Business & ekonomi

framgangspodden
varvet
badfluence
rss-jossan-nina
rss-borsens-finest
uppgang-och-fall
avanzapodden
bathina-en-podcast
svd-tech-brief
lastbilspodden
fill-or-kill
rss-inga-dumma-fragor-om-pengar
rss-dagen-med-di
rss-svart-marknad
tabberaset
dynastin
rss-kort-lang-analyspodden-fran-di
borsmorgon
bilar-med-sladd
market-makers