
Sign up to save your podcasts
Or
#394: Bill listened to our episode with Bill Bengen, father of the 4% rule, and he wants to know if there was a way for him to figure out how much money he should be keeping in cash.
Sheryl gets stock from her company, and she would usually sell it…but the stock value has decreased. And now, she isn’t sure what she should do.
Heather inherited an IRA but MUST empty it within ten years - but she doesn’t need it right now. What should she do??
Julie and her husband have access to an HSA for ONE MONTH. Can they max it out before they lose access to it?
In today's episode, former financial planner Joe Saul-Sehy and I tackle these tough questions.
Enjoy!
Do you have a question on business, money, trade-offs, financial independence strategies, travel, or investing? Leave it here and we’ll answer them in a future episode.
For more information, visit the show notes at https://affordanything.com/episode394
Learn more about your ad choices. Visit podcastchoices.com/adchoices
4.7
34043,404 ratings
#394: Bill listened to our episode with Bill Bengen, father of the 4% rule, and he wants to know if there was a way for him to figure out how much money he should be keeping in cash.
Sheryl gets stock from her company, and she would usually sell it…but the stock value has decreased. And now, she isn’t sure what she should do.
Heather inherited an IRA but MUST empty it within ten years - but she doesn’t need it right now. What should she do??
Julie and her husband have access to an HSA for ONE MONTH. Can they max it out before they lose access to it?
In today's episode, former financial planner Joe Saul-Sehy and I tackle these tough questions.
Enjoy!
Do you have a question on business, money, trade-offs, financial independence strategies, travel, or investing? Leave it here and we’ll answer them in a future episode.
For more information, visit the show notes at https://affordanything.com/episode394
Learn more about your ad choices. Visit podcastchoices.com/adchoices
3,109 Listeners
23,832 Listeners
1,276 Listeners
753 Listeners
1,650 Listeners
1,947 Listeners
1,755 Listeners
1,395 Listeners
1,936 Listeners
976 Listeners
988 Listeners
14,045 Listeners
5,070 Listeners
10,117 Listeners
2,958 Listeners
900 Listeners
3,070 Listeners
6,373 Listeners
710 Listeners
429 Listeners
41,010 Listeners
12,879 Listeners
193 Listeners
337 Listeners
1,422 Listeners
185 Listeners
3,309 Listeners
2,000 Listeners
1,405 Listeners
2,836 Listeners
71 Listeners
306 Listeners
61 Listeners
10 Listeners
125 Listeners