Podcasts Business Investing Radical Personal Finance Friday Q and A: Retirement Distribution, Life Purpose, Re-Balancing Bond Funds, Pre-Paying Mortgages, Paying off CC Debt, Applying the Trivium to a New Job, Dental Insurance, and Switching Custodians RPF0103

Friday Q and A: Retirement Distribution, Life Purpose, Re-Balancing Bond Funds, Pre-Paying Mortgages, Paying off CC Debt, Applying the Trivium to a New Job, Dental Insurance, and Switching Custodians RPF0103

Published: Nov. 14, 2014, 4:03 p.m.

It's Friday! Today, I have a Question and Answer show for you and I've decided to handle a bunch of your questions. I felt like I cheated you last week by only answering 3 questions.

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  1. (6:27)\xa0How do I calculate a portfolio distribution amount that retains 50% of my portfolio at my death?
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  2. (20:31)\xa0Is it ok to keep money in cash or do I need to invest right away to start getting compound interest?
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  3. (40:21)\xa0How do I rebalance my accounts to get a proper bond allocation?
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  4. (52:28)\xa0Should I pre-pay my mortgage in a lump sum or should I invest the money and then make extra monthly contributions?
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  5. (1:02:12)\xa0I have an unpaid medical bill and CC debt. What do I do?
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  6. (1:12:04)\xa0How do I apply the trivium method to a new job?
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  7. (1:30:01)\xa0Any tricks for how I can pay for a big dental bill in a better way?
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  8. (1:42:25)\xa0How do I figure out whether I should switch custodians for my investment accounts?
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Enjoy!

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Joshua

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