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Q&A: Should You Cash Out Your ETFs? The Hidden Consequences of That Decision …

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Manage episode 469640434 series 115702
Content provided by Paula Pant | Cumulus Podcast Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Paula Pant | Cumulus Podcast Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

#587: Debi is stressed about saving a down payment to buy a house in her high-cost-of-living area. Should she cash out her brokerage account to speed up the process?

Lucas and his wife are high earners, but they’re tired and ready for a change. What strategies can they use to maximize their investments and confidently step away from their jobs?

Grant is thrown off by recent discussions about the efficient frontier. It sounds a lot like market timing to base an investment strategy on an arbitrary set of historical dates. What’s he missing?

Former financial planner Joe Saul-Sehy and I tackle these questions in today’s episode.

Enjoy!

P.S. Got a question? Leave it at https://affordanything.com/voicemail

For more information, visit the show notes at https://affordanything.com/episode587

Learn more about your ad choices. Visit podcastchoices.com/adchoices

  continue reading

691 episodes

Artwork
iconShare
 
Manage episode 469640434 series 115702
Content provided by Paula Pant | Cumulus Podcast Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Paula Pant | Cumulus Podcast Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

#587: Debi is stressed about saving a down payment to buy a house in her high-cost-of-living area. Should she cash out her brokerage account to speed up the process?

Lucas and his wife are high earners, but they’re tired and ready for a change. What strategies can they use to maximize their investments and confidently step away from their jobs?

Grant is thrown off by recent discussions about the efficient frontier. It sounds a lot like market timing to base an investment strategy on an arbitrary set of historical dates. What’s he missing?

Former financial planner Joe Saul-Sehy and I tackle these questions in today’s episode.

Enjoy!

P.S. Got a question? Leave it at https://affordanything.com/voicemail

For more information, visit the show notes at https://affordanything.com/episode587

Learn more about your ad choices. Visit podcastchoices.com/adchoices

  continue reading

691 episodes

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