#233: Deepak is considering downsizing his family’s home, but wants to know if the savings are worth the transaction costs he’ll have to pay. Anonymous and her husband hold $900,000 worth of privately-owned company stock. How should they plan for handling this money? Shelby is 25 years old and works for a company that awarded her restricted stock units. What should she do with these? Additionally, she traded in a 2013 Prius for a 2018 Subaru, for which she now owes $19,000. Should she sell it for a used vehicle or stick it out? Katelyn is interested in learning more about annuities. What should she know in order to make an informed decision? Max FI and his wife want to retire in 12 years. How should they invest to achieve this? Anonymous’s former employer offered a Roth and Traditional 401k, and his new employer only offers a Traditional option. How should he rollover his former Roth 401k? For more information, visit the show notes at https://affordanything.com/episode233 Learn more about your ad choices. Visit podcastchoices.com/adchoices

#231: Avie needs to decide between two options: paying off a rental property, or funding a retirement account. Which should she choose? Lisa wants to know: when should you fund an HSA account? Sofia’s parents have lived with her for the past few years, but Sofia’s job is relocating her out-of-state. How can she transition her home to a rental for her parents? Jim is a saver and his wife is a spender. How can he interest her in frugality? Candice wants to know my thoughts about online real estate investment crowdfunding platforms. Good idea or bad idea? Kristen has a mortgage on her primary residence and a rental property. They have similar interest rates. Which should she pay off first? I tackle these questions on today’s episode. Enjoy! For more information, visit the show notes at https://affordanything.com/epidode231  Learn more about your ad choices. Visit podcastchoices.com/adchoices