In this episode: financial advisor breakups, I bonds, the 4% rule, second generation FI, Roth IRAs, and the listener mailbag.
Breakups are hard, but breaking up with financial advisor can be harder given the minutia that is often involved in doing so. It's good to have friends to lean on in times like this, which is exactly why we have the FI Tax Guy himself Sean Mullaney with us to help! Listen along as he and Brad dip back into the listener mailbag this week and discuss a plethora of topics submitted by YOU the listener!
Sean Mullaney:
Timestamps:
Resources Mentioned In Today’s Episode:
More Helpful Links and Resources:
274 | Tax Planning 2020 | Sean Mullaney
273 | What's an Emergency?
272 | Understanding Compound Interest & Investing for Beginners
271 | Future Proof
270 | Designing your Year for 2021 | Dominick Quartuccio
269 | Let's make Lemonade with a Twist
268 | We Want Guac | Financial Independence for Gen Z
267 | Timing the Market
266 | Breaking the Cycle of Poverty | Yanely Espinal
265 | Talent Stacker
264 | Recognizing Scarcity and Uncertainty | Leisa Peterson
263 | Pick Your Five: Accountability & Decision-Making
262 | How to Decide | Annie Duke
261 |"Nothing Gold Can Stay" | What is a HELOC?
260 | What's your Survival Number? | Jully-Alma Taveras
259 | Kristi & Big ERN
258 | Back to Basics Part 2: The Income Side of the Equation
257 | Back to Basics: Getting Started with FI
256 | Double Your Income by Flipping the Second-Hand Market | Flea Market Flippers
255 | If People Can Do it Then I Can Do it Too | Leslie Tayne Connects with Vivian
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