In this Q&A episode, we tackle three questions that sit right at the intersection of money, time freedom, and life design. We start with a listener who’s planning a self‑funded sabbatical and needs to decide how much risk to take with savings earmarked for a very specific timeline. From there, the conversation widens into a…
We’re joined in-studio by David Bach, bestselling author of The Automatic Millionaire and The Latte Factor. He’s updated his most popular book (over two million copies sold) and this is his last big launch as he heads into retirement. Together, we wrestle with a problem our listeners know well: what happens when you’ve built the…
What if you and your partner wants to take a few months – or even a year – off work? How do you handle health insurance once you leave your jobs? And how do you make sure the time off isn’t wasted, but becomes a launchpad for what’s next? In this week’s Q&A, we dive…
Imagine that you’re going to take a 6-month to 9-month mini-retirement. How should you plan? What should you do? Sure, you’ll need to have enough savings to cover your expenses. You might want to find some part-time work. You may need to sell off a few investment. And of course, you’ll need to think about health insurance.
But what else should you consider? And how will your first taste of voluntary unemployment impact your mental and emotional health?
Former financial planner Joe Saul-Sehy and I discuss this in today’s podcast episode.
We also answer a question from a New York-based father of two who’s trying to choose a health insurance plan.
We talk to a woman who wants to roll her six-figure SEP-IRA balance into a Roth IRA account.
We answer a question from a listener who’s moving back to Amsterdam with his wife and two children, and is wondering what to do with his 401k in the U.S.
And we answer a question from a man who’s wondering if he should invest in a taxable brokerage account, rather than focusing on so many tax-advantaged retirement accounts, so that he can more easily access this money before he turns 59 and a half.