Description

In this episode of the podcast, we have a listener question:

I am about to come into a decent sum of money from selling a rental property. I’m 30 years old, invest 22 percent into my 401k (that has a balance of 45k currently). My plan was to invest this money in a total market index fund and an international index fund. Is this my best option? I also have a house that I owe about 215k on. Thank you in advance!

Planning Points Discussed

• Tax Planning
• Investment Strategy
• Real Estate
• Asset Allocation
• Other Issues (Emergency Fund, Financial Goals, Estate Planning)

Timestamps:

1:00 - Shoutout to the Listener Question

5:00 - When Should I Start Investing After Receiving A Large Sum?

6:20 - When Does A 1031 Exchange Make Most Sense?

7:35 - Where To Start When Making An Investment Plan?

8:18 - Refinancing Your Home & Interest Rates

12:05 - Having An Emergency Plan

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