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Managing Money

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Created 10 years ago in Business / Financial Consulting
Managing Money

If you listen to the Q&A episodes on the Afford Anything podcast, you've heard me share advice on everything from asset allocation to retirement planning.

Many financial planning questions are essentially a variant of: "Here are my options. How do I choose between these?"

Maybe you're trying to decide to max out a 401k or use those funds to start a side hustle or small business.

Maybe you're trying to decide whether to pull money from your HSA, empty the principle from a Roth IRA, or harvest gains in a taxable brokerage account.

Maybe you're deciding how much to contribute to your child's 529 plan, as compared to the amount you'll save in an emergency fund.

Maybe you know how you're investing short-term funds (that you'll use in less than 2 years) and long-term funds (that you'll use in 10+ years), but you have questions about how to invest that murky middle.

Whatever your money management questions, I can coach you through it.

PLEASE NOTE I am not a licensed certified financial planner, nor do I hold any other professional financial planning designation.

I am a financial journalist and educator, not an advisor. I provide educational material only. Nothing that I say constitutes professional advice.

Please listen to the Q&A episodes on my podcast, which will give you a good sense of the type of educational content that I provide.

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