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077. Listener Q&A –  Debt, Savings, Windfalls, Deferred Compensation, Withdrawal Strategies, and more!
Sep 29, 2024

This week, I’m answering your questions about debt, emergency savings, sudden windfalls, deferred compensation, withdrawal strategies, Andrew going vegan, monarch money, savings on kid’s stuff, when to track your net worth estate planning, and more!

In this week’s podcast, we talk about:

– How to stay motivated while getting out of debt

– How to handle an unexpected large sum of money

– Influencer courses and if they’re worth your money and time

– Finances in a blended family that is early retired

– Advice for Canadians that don’t have the same levers as in the US

– How to determine your withdrawal strategy at retirement age

– If there is anything that keeps me up at night about being early retired

– Tips and tricks for using Monarch Money

– Spending and savings on kid’s clothing and activities

– Explaining deferred compensation to a 5th grader

– What day I track my net worth, and why

– Replenishing your emergency fund after using it for an emergency

– Tips, tricks, and advice for rental properties

– Estate planning and wills for people who are young and think they don’t need it

– Making sure you’re not passing on a money mess to your beneficiaries

– How many credit cards is too many?  I have seven and pay off fully monthly

– What actionable steps I took to become financially free

 

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