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#362: David is questioning how to better manage his spending. He\u2019d like a stronger framework to think through budgeting challenges.\nElisa and her husband bought a home, and now they\u2019re saving extra income every month. She has a pension and her husband is an entrepreneur. How much should they be saving for retirement and how should they invest their extra money?\nGeoff invested primarily in taxable brokerage accounts for the last twenty years. He\u2019s built a $6 million portfolio and reached financial independence. He wonders about the smartest strategy for withdrawing from those taxable brokerage accounts to efficiently manage capital gains?\nJenna and her husband are planning on buying their next home in a few years. She wants to know if I-bonds are a good way to save for the down payment and closing costs.\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.\n\nSubscribe to the show notes at https://affordanything.com/shownotes\nLearn more about your ad choices. Visit podcastchoices.com/adchoices