#412: Anonymous 1 and her husband have been working and investing for the last decade - and now, they can finally take the mini retirement that they’ve been working towards! Their next step is to figure out how to balance their portfolio and withdraw the funds they need to travel with their children.
Anonymous 2 wants to move their funds from a target date fund to a three fund portfolio….but is scared to sell their allocation in the target date fund.
Carter is focused on cost efficiency - should he be wary of extra basis points, get dividends paid out more frequently or just pay the capital gains?
Taylor recently graduated and is aiming for financial independence as soon as possible. What should she do first: invest or pay off low interest debt?
Former financial planner Joe Saul-Sehy and I tackle these four questions in today’s episode.
Enjoy!
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