QA9: What Is the Point of Financial Optimization?

We’re back to the digital mailbag to answer your questions!

For this week:

  • Hot Seat Questions: My favorite blogs, podcasts, articles, and books. Musings on my biggest financial mistakes and the advice I’d give my younger self.
  • How do my wife and I keep meaning and purpose in our lives without traditional careers?
  • To sell or not to sell a home that was purchased in 2021
  • How to sell investments and minimize taxes
  • The proper hierarchy of investment accounts
  • Roth vs Traditional 401(k): Which is better?
  • I-Bonds: Should we be buying more?
  • Saving strategies for a home down payment
  • Receiving inheritance in a foreign currency
  • Critical nuance on withdrawal strategies in a high inflation/poor market return environment
  • So much more!
Continue reading “QA9: What Is the Point of Financial Optimization?”