Ask Paula: How to Handle a HUGE Bonus, Commission or Windfall

Published: Oct. 5, 2022, 3:46 p.m.

#405: Daniel and his wife want to go on an extended vacation and leave their jobs next year\u2026and\xa0still have money in case there\u2019s a problem at their rental properties. Would a HELOC help them?\nAnonymous and her husband have received a large commission and want to understand how to better plan for their future by optimizing for these inconsistent windfalls.\nBrian has hit coast F.I.R.E and would like guidance on how to prioritize between tax advantaged accounts and retirement accounts.\nAnonymous and his wife have been focused on getting short term rentals in a single location - is his portfolio too focused on this singular strategy??\nFormer financial planner Joe Saul-Sehy and I tackle these four questions in today\u2019s episode.\nEnjoy!\nP.S. Got a question? Leave it here.\nLearn more about your ad choices. Visit podcastchoices.com/adchoices