Ask Paula: Investing for the Future vs. Paying Down the Past

Afford Anything

English - December 13, 2023 06:00 - 1 hour - ★★★★★ - 3.3K ratings
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#477: Kayla is torn between paying off a loan early or catching up on missed retirement contributions.
Josh wants to retire early and meets the threshold for zero capital gains taxes. Should he put all his retirement savings into a brokerage account?
An anonymous caller wants to know how to merge financial lives with her husband from another country.
Former financial planner Joe Saul-Sehy and I tackle these three 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/episode477
Learn more about your ad choices. Visit podcastchoices.com/adchoices

#477: Kayla is torn between paying off a loan early or catching up on missed retirement contributions.

Josh wants to retire early and meets the threshold for zero capital gains taxes. Should he put all his retirement savings into a brokerage account?

An anonymous caller wants to know how to merge financial lives with her husband from another country.

Former financial planner Joe Saul-Sehy and I tackle these three 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/episode477

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