An anonymous caller is dealing with guilt over spending a large cash gift. What’s the best use if she doesn’t have an obvious financial goal to throw at it?
Eric reached financial independence a few years ago but he hesitates to quit his job. What the heck is a Roth conversion ladder and how can he overcome his psychological barriers?
Another anonymous caller and his wife earn $300,000. He feels like they should be financially independent but they’re far from it. What’s going on?
Former financial planner Joe Saul-Sehy and I tackle these three questions in today’s episode.