
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
4.7
10611,061 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
1,847 Listeners
1,946 Listeners
3,515 Listeners
1,441 Listeners
5,077 Listeners
3,052 Listeners
1,183 Listeners
431 Listeners
208 Listeners
184 Listeners
295 Listeners
68 Listeners
3,351 Listeners
108 Listeners
326 Listeners