We review two listener case studies, share their specific financial situation and background, and answer their questions about how to move forward with their finances.
Andrew joins this week’s podcast as we talk about:
– How to know when you have enough to retire
– If investing in all index funds is too risky
– How to estimate and plan for unexpected expenses
– How to get started when you’re stuck and overwhelmed
– What to do when you hit set backs in the getting started process
– Where to go for good information when you have questions
Show References:
- Book: The Simple Path to Wealth
- Book: The Psychology of Money
- Inside Out Money episode #080 – We’re all going to die, so let’s talk about life insurance
- Inside Out Money episode #003 – How and why to invest in index funds
- Inside Out Money episode #022 – How much do you need to retire? Flaws in the 4% rule
- Inside Out Money episode #039 – What’s in our wallet? Our index funds, accounts, and more!
- Inside Out Money podcast #058 – Breaking up with your financial planner – Why and how to do it
- Inside Out Money podcast #056 – 8 lessons learned two years into early retirement
- Inside Out Money podcast #076 – Investing terms you should know – ETFs vs. mutual funds, target date funds, expense ratios, dividends, market vs. limit orders, and more!
- Projection Lab