Friday Q and A: Retirement Distribution, Life Purpose, Re-Balancing Bond Funds, Pre-Paying Mortgages, Paying off CC Debt, Applying the Trivium to a New Job, Dental Insurance, and Switching Custodians RPF0103
Radical Personal Finance · Joshua J. Sheats, MSFS, CFP, CLU, ChFC, CASL, RHU, REBC, CAP
November 14, 201451m 53s
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Show Notes
It's Friday! Today, I have a Question and Answer show for you and I've decided to handle a bunch of your questions. I felt like I cheated you last week by only answering 3 questions.
- (6:27) How do I calculate a portfolio distribution amount that retains 50% of my portfolio at my death?
- (20:31) Is it ok to keep money in cash or do I need to invest right away to start getting compound interest?
- (40:21) How do I rebalance my accounts to get a proper bond allocation?
- (52:28) Should I pre-pay my mortgage in a lump sum or should I invest the money and then make extra monthly contributions?
- (1:02:12) I have an unpaid medical bill and CC debt. What do I do?
- (1:12:04) How do I apply the trivium method to a new job?
- (1:30:01) Any tricks for how I can pay for a big dental bill in a better way?
- (1:42:25) How do I figure out whether I should switch custodians for my investment accounts?
Enjoy!
Joshua
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