Published Jul 1, 2024

Ask HTM - Utilizing Roth Contributions in a Pinch, SAVE Plan for High Earners, & Buying a Home to Save Money #847

Explore the financial intricacies of owning versus renting a home, unlock simple investment strategies to navigate today's market, and learn effective debt management techniques, including using Roth accounts for unexpected expenses, all tailored for high earners and savvy savers.

Episode Highlights

Topics covered

Episode Highlights

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Dexa/How to Money

Ask HTM - Utilizing Roth Contributions in a Pinch, SAVE Plan for High Earners, & Buying a Home to Save Money #847

Topics covered

Popular Clips

Roth Accounts Explained

Rent vs. Mortgage

Rent vs. Buy

Simplifying Investments

Choosing the Right Plan

Tax Loss Harvesting

Value of Advisors

Tax Loss Strategies

Roth IRA Flexibility

Rent vs. Mortgage

Protecting Your Legacy

Roth IRA Dilemma

Dessert in a Glass

Balancing Debt and Savings

Episode Highlights

Homeownership Considerations

Investment Strategies

Borrowing and Debt

Related Episodes

Ask HTM - Student Loans Blocking Roth IRA contributions, Tapping Retirement Funds After a Layoff, & Going with a Health Sharing Plan to Save Big #496

Ask HTM - Timing a Roth IRA Conversion, Attacking Debt or Saving for Retirement, and Budgeting for Housing Expenses #202

Ask HTM - Roth Emergency Funds, Buying Out A Lease, & Financial Advice For Graduates #814

Ask HTM - Car Repair Ripoffs, Roth Contribution Limit Confusion, and House Hacking Litigation Mitigation #865

Ask HTM - Special Accounts for Baby Expenses, Dissuading a Listener from Using the Beloved Roth, & Choosing the Best Life Insurance #514

Ask HTM - Roth vs. Trad 401k, Lower Credit Score After Paying Off CC Debt, and Talking with Parents About Investing Episode #244

Ask HTM - Paying Off Student Loans Without Dinging My Credit, DIY Tax Loss Harvesting, & Financially Preparing for a Baby #688

Ask HTM - Consolidating Multiple Retirement Accounts, Rolling Equity into a New Home, & Keeping Up with an Allowance #832

Ask HTM - Moving Beyond the S&P, Investing for a Down Payment, & Lump Sum Number Crunching #910

Ask HTM - 1.5x Speed on Savings Goals, Free Tax Prep Software, & Too Old to Invest? #646

Ask HTM - Money from an Auto Insurance Claim, Investing During an Impending Recession, and Compounding within a Portfolio #112

Ask HTM - Waiting to Pay Monthly Bills, Whether Invested Dollars are Safe, & Buying a Parent's House #658

Ask HTM - Buying a Home to Fight Inflation, Ethical Conundrum By Receiving Co-Pay Assistance, & Financial Priorities After Having a Baby #442

Ask HTM - Liability Limits on Car Insurance, Giving Unsolicited Investment Advice, & 15 vs 30 Year Mortgages #376

Ask HTM - Investing in Gold, Paying Extra Towards a Mortgage, and Opening a Flexible Account for Kids #140

Ask HTM - Utilizing Roth Contributions in a Pinch, SAVE Plan for High Earners, & Buying a Home to Save Money #847

Topics covered

Popular Clips

Episode Highlights

Homeownership ConsiderationsThe next segment explores the pros and cons of renting versus buying a home, focusing on financial and lifestyle considerations. It provides insights into how current housing market trends influence this crucial decision.

Homeownership Considerations

Investment StrategiesThe next topic explores simple investment strategies, the value of financial advisors, and tax loss harvesting. Matt Altmix and Joel Larsgaard provide practical insights to help listeners make informed financial decisions.

Investment Strategies

Borrowing and DebtMatt Altmix and Joel Larsgaard tackle effective strategies for paying off debt, including the pros and cons of using Roth accounts to manage financial burdens. They emphasize the importance of balancing debt repayment with long-term savings.

Borrowing and Debt

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