Jonathan On Money

Episode 13: Should I Incur Credit Card Debt To Pay Yeshiva Tuition?


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In this week's episode we will discuss a variety of timely investing financial planning topics, including:

 

1)     7 Ways to Build Your Human Capital

2)     Mark Twain on getting ahead

3)     Is it ever financially prudent to get premium gas?

4)     What's the optimal amount of times a year to do a portfolio rebalance?

5)     What's the optimal amount of times a year to do a portfolio review with your advisor?

6)     How can a stay at home spouse create their own retirement account?

7)     Can I contribute money I won in a lawsuit settlement towards a retirement account?

8)     How are UTMA accounts taxed?

9)     What do I do with my solo 401k if I moved to a new employer with a 401(k)?

10)  What’s the best way to contribute to my husband and my IRA accounts?

11)  Should I incur credit card debt to pay Yeshiva tuition?

12)  My target date fund does a lot worse than SPY. Should I just move to an index fund for my 403(b)?

13)  I’m toying with the idea of working with a financial advisor. What is your personal sales pitch?

 

Stay connected:

1) Signup for my monthly newsletter here: https://www.shenkmanwealth.com/newsletter

2) Questions? Comments? Reach out to [email protected]

3) My recent articles: https://www.shenkmanwealth.com/articles

4) My recent videos: https://www.shenkmanwealth.com/videos

5) Follow me on Instagram/Twitter/YouTube @ShenkmanOnMoney 

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