Episode Details

#716: When does a financial decision stop being purely about maximizing returns—and start becoming about building the life you actually want?

• Karen recently inherited sizable trusts for their children and is now navigating the complicated intersection of investing, taxes, legacy planning, and future financial aid eligibility.
• Matt has spent years building a solid index fund portfolio, but as retirement gets closer, he’s wrestling with a familiar investor problem: how do you know when optimizing becomes overthinking?
• Kate is trying to decide whether $35,000 should go into the stock market—or into building a backyard gym that could generate income while dramatically improving her family’s day-to-day quality of life.

We’ve got a lot to unpack today, so let’s get into it.

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  Book by Michael J. McFall - Grind: A No-BS Approach to Take Your Business from Concept to Cash Flow

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