In this episode, Jake and Cory begin by revisiting the growing conversation around private investments inside 401(k) plans and why they remain skeptical of the trend. They also discuss the rise of index investing and understanding what you own.
They debate whether high earners should own vacation homes, when renting may make more sense than buying, and ways lifestyle decisions can have a bigger impact than financial projections alone.
Finally, at what point does money stop changing your life? Drawing from years of client experience, they discuss the differences between financial security, purpose, cash flow, and happiness.
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