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#306: Jake and his wife want to retire in five years, at which point they\u2019ll have 14 years before they can access their 401k funds. To help bridge that gap, Jake wants to know: what should their asset allocation look like for their taxable brokerage account?\nThis year, Kim\u2019s employer enrolled all employees into a \u201cfully funded indemnity program combined with a nationwide direct primary care membership.\u201d What the heck is this program, and how might it impact Kim\u2019s finances?\nBurnt Out in Boston is switching their focus from financial independence to taking a mini-retirement. How can they financially and mentally prepare for this leap?\nMatthew is torn: should he and his wife -- both 26 -- max out their Roth IRAs and then save up for a rental property, or simply save cash for the rental and worry about their Roth later?\nFinally, Deva and her husband are fed up with their messy tenants. They\u2019re kind and responsible, but they\u2019ve left the yard a mess. They have a clause in the lease that addresses this, so beyond that, what can they do?\nMy friend and former financial planner, Joe Saul-Sehy, joins me to answer these questions on today\u2019s show.\nEnjoy!\nFor more information, visit the show notes at https://affordanything.com/episode306\nLearn more about your ad choices. Visit podcastchoices.com/adchoices