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Q&A: When a Million Dollars Feels Like a Burden

1 tim 6 min•8 november 2024

#556: An anonymous caller was raised to work hard, live below his means, and save. He feels undeserving of his recent $1,000,000 inheritance and struggles to spend it. What should he do?


Jack bought a house with a seven-year adjustable-rate mortgage. He’s confused about when and how he should refinance out of it. What should he do?


Jack is also wondering how to do the breakeven calculation between contributing to a Traditional IRA with upfront income tax savings versus a Roth IRA with deferred savings on investment gains.


Former financial planner Joe Saul-Sehy and I tackle these three questions in today’s episode.

Enjoy!


P.S. Got a question? Leave it at https://affordanything.com/voicemail


For more information, visit the show notes at https://affordanything.com/episode556

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Afford Anything | Get Smarter With Money med Paula Pant, Personal Finance Expert | Cumulus Podcast Network finns tillgänglig på flera plattformar. Informationen på denna sida kommer från offentliga podd-flöden.