It’s Friday! Today, I have a Question and Answer show for you and I’ve decided to handle a bunch of your questions. I felt like I cheated you last week by only answering 3 questions.
- (6:27) How do I calculate a portfolio distribution amount that retains 50% of my portfolio at my death?
- (20:31) Is it ok to keep Money in cash or do I need to invest right away to start getting compound interest?
- (40:21) How do I rebalance my accounts to get a proper bond allocation?
- (52:28) Should I pre-pay my mortgage in a lump sum or should I invest the money and then make extra monthly contributions?
- (1:02:12) I have an unpaid medical bill and CC debt. What do I do?
- (1:12:04) How do I apply the trivium method to a new job?
- (1:30:01) Any tricks for how I can pay for a big dental bill in a better way?
- (1:42:25) How do I figure out whether I should switch custodians for my investment accounts?
Enjoy!
Joshua
Links:
Joshua J. Sheats, MSFS, is the world's leading authority on integrating lifestyle goals and money goals without conflict. He teaches normal people how to seamlessly connect the science of financial planning with the joy of goal achievement.
Joshua is dedicated to helping normal people achieve financial freedom by merging creative (and crazy) ideas from the world of personal finance with the academic integrity of formal financial planning. He simplifies complex money topics and makes boring financial mumbo-jumbo less boring.
