
Sign up to save your podcasts
Or


A listener writes the show to ask: what should he and his family do with a life-changing windfall? The listener has a mortgage, and a HELOC, and some savings goals such as saving for his kids' college education. The windfall amount is enough to payoff all these things, and in addition he has recently earned a large raise. While the windfall is a huge gift, he wants to be calm, reasonable, and disciplined with allocating it towards the family's financial goals. Jesse helps walk through the problem, and identify some emotionally driven questions one should ask in this situation.
Got a question for Jesse? Send him an email:
Sign up for a free 34-day trial of YNAB at www.youneedabudget.com
By Jesse Mecham4.7
10651,065 ratings
A listener writes the show to ask: what should he and his family do with a life-changing windfall? The listener has a mortgage, and a HELOC, and some savings goals such as saving for his kids' college education. The windfall amount is enough to payoff all these things, and in addition he has recently earned a large raise. While the windfall is a huge gift, he wants to be calm, reasonable, and disciplined with allocating it towards the family's financial goals. Jesse helps walk through the problem, and identify some emotionally driven questions one should ask in this situation.
Got a question for Jesse? Send him an email:
Sign up for a free 34-day trial of YNAB at www.youneedabudget.com

3,565 Listeners

1,852 Listeners

2,000 Listeners

1,955 Listeners

1,261 Listeners

1,479 Listeners

5,156 Listeners

3,159 Listeners

1,239 Listeners

928 Listeners

1,615 Listeners

205 Listeners

3,457 Listeners

125 Listeners

357 Listeners