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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 0007 – Strategies to Achieve Financial Independence at an Early Age – an interview with Brandon, the Mad Fientist: Today, we have an in-depth conversation with Brandon, the Mad Fientist. If all goes according to plan, Brandon should have enough money by the end of next year (2014) to never have to work again. He will be in his early 30s. - by Radical Personal Finance