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#380: Matt wants to optimize his portfolio and wants to know if he should invest along the Efficient Frontier \u2013 despite the fact that the asset allocation it recommends is absolutely bonkers; it\u2019s wild and risky and tilted like nothing he\u2019s ever seen before.\nIonnie just rolled over her Roth IRA and would like to understand how to withdraw her contributions without getting penalized.\nAnonymous and her spouse are both in the military and about to reach retirement. They have an expensive whole life insurance policy, costing $550 per month, and wonder if they should switch to term life insurance.\nFormer financial planner Joe Saul-Sehy and I tackle these three questions in today\u2019s episode. Enjoy!\nP.S. Also \u2013 we\u2019re launching a book club!! Each month, we\u2019ll read and discuss a book written by an Afford Anything podcast guest, starting with Morgan Housel, James Clear, Ken Honda, and Dr. Susan David. Sign up here.\n\nP.P.S. Got a question? Leave it here.\n\nFor more information, visit the show notes at https://affordanything.com/episode380\nLearn more about your ad choices. Visit podcastchoices.com/adchoices