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In this episode, Erica and Ben answer a slew of listener questions from the mailbag
02:56 Budget Tracking
07:17 When to Consult a Financial Planner
13:40 Managing Multiple Bank Accounts
18:20 Maximizing Investments for Conservative Savers
20:43 Money Market Accounts
22:47 Balancing Conservative and Aggressive Investments
24:32 Risk Tolerance
27:29 Finding the Right Tax Professional
Resources Referenced:
The Soloist Life Podcast - Financial Planning for Soloist with Sean Mullaney
The Simple Path to Wealth by JL Collins
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