82 min listen
Friday Q and A: Retirement Distribution, Life Purpose, Re-Balancing Bond Funds, Pre-Paying Mortgages, Paying off CC Debt, Applying the Trivium to a N…
Friday Q and A: Retirement Distribution, Life Purpose, Re-Balancing Bond Funds, Pre-Paying Mortgages, Paying off CC Debt, Applying the Trivium to a N…
ratings:
Length:
52 minutes
Released:
Nov 14, 2014
Format:
Podcast episode
Description
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:
IRS Publication 502
(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:
IRS Publication 502
Released:
Nov 14, 2014
Format:
Podcast episode
Titles in the series (100)
RPF 0003 – Book Review and Commentary on “Early Retirement Extreme – A philosophical and practical guide to financial independence”: In this episode of the Radical Personal Finance Podcast, we dig into Jacob Lund Fisker's seminal book "Early Retirement Extreme" for a book review and commentary. - I love this book. I think it can serve as an overarching manual for designing your fin... by Radical Personal Finance