Published May 16, 2022

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

Explore the dynamic world of personal finance with strategies for house hacking, hiring the right financial advisor, understanding life insurance policies, and optimizing student loan repayments, as experts delve into key decisions to secure financial freedom and future.

Episode Highlights

Topics covered

Episode Highlights

Related Episodes

Ask HTM - Investing in Gold, Paying Extra Towards a Mortgage, and Opening a Flexible Account for Kids #140
Answers 383 questions
Ask HTM - Utilizing Roth Contributions in a Pinch, SAVE Plan for High Earners, & Buying a Home to Save Money #847
Answers 383 questions
Ask HTM - Paying Off Student Loans Without Dinging My Credit, DIY Tax Loss Harvesting, & Financially Preparing for a Baby #688
Answers 383 questions
Ask HTM - Buying a Home to Fight Inflation, Ethical Conundrum By Receiving Co-Pay Assistance, & Financial Priorities After Having a Baby #442
Answers 383 questions
Ask HTM - The Wrong Fidelity Account, Geographic Arbitrage, & Financially Preparing for a Baby #760
Answers 383 questions
Ask HTM - Budgeting with Gift Cards, Inheriting Debt, & the Hidden Costs of Early Retirement #841
Answers 383 questions
Ask HTM - Timing a Roth IRA Conversion, Attacking Debt or Saving for Retirement, and Budgeting for Housing Expenses #202
Answers 383 questions
Ask HTM - Overpriced Organics, Health Sharing Risks, & Tax Sheltering for High Earners #802
Answers 383 questions
Ask HTM - House Hacking, Teaching Kids About Money, and Small Business Banking #108
Answers 383 questions
Ask HTM - Switching from a Robo Advisor, Saving or Investing Funds for a Baby, & Does Infinite Banking Actually Work? #358
Answers 383 questions
Ask HTM - Paying Off Balance Transfer Cards, Emergency Funds while House Hacking, and What to do when Inheriting a 401k #168
Answers 383 questions
Ask HTM - Debt Settlement Credit Score Impacts, Where to Stash Wedding Funds, & Investing Money for a New Baby #502
Answers 383 questions
Ask HTM - Combining Our Finances, Dental Insurance Considerations, & When Whole Life Makes Sense #712
Answers 383 questions
Ask HTM - Crypto Savings Accounts, Buying a Home Using a Housing Stipend, & Skipping Out on Filing a Tax Return #352
Answers 383 questions
Ask HTM - Liability Limits on Car Insurance, Giving Unsolicited Investment Advice, & 15 vs 30 Year Mortgages #376
Answers 383 questions

Dexa/How to Money

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

Topics covered

Popular Clips

Flexible Spending Accounts

Life Insurance Insights

Student Loan Strategies

Listener Success Stories

Monetize Your Space

Tax Strategies Simplified

Life Insurance Insights

Finding the Right Advisor

House Hacking Risks

Roth vs. Traditional TSP

Retirement Savings Strategies

Tax Benefits Explored

Hiring a Financial Advisor

Fee Structures Explained

Episode Highlights

House Hacking Insights

Financial Advisor Guidance

Life Insurance Considerations

Student Loan Strategies

Related Episodes

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

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

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

Ask HTM - The Wrong Fidelity Account, Geographic Arbitrage, & Financially Preparing for a Baby #760

Ask HTM - Budgeting with Gift Cards, Inheriting Debt, & the Hidden Costs of Early Retirement #841

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

Ask HTM - Overpriced Organics, Health Sharing Risks, & Tax Sheltering for High Earners #802

Ask HTM - House Hacking, Teaching Kids About Money, and Small Business Banking #108

Ask HTM - Switching from a Robo Advisor, Saving or Investing Funds for a Baby, & Does Infinite Banking Actually Work? #358

Ask HTM - Paying Off Balance Transfer Cards, Emergency Funds while House Hacking, and What to do when Inheriting a 401k #168

Ask HTM - Debt Settlement Credit Score Impacts, Where to Stash Wedding Funds, & Investing Money for a New Baby #502

Ask HTM - Combining Our Finances, Dental Insurance Considerations, & When Whole Life Makes Sense #712

Ask HTM - Crypto Savings Accounts, Buying a Home Using a Housing Stipend, & Skipping Out on Filing a Tax Return #352

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

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

Topics covered

Popular Clips

Episode Highlights

House Hacking Insights

Financial Advisor Guidance

Life Insurance ConsiderationsThe discussion shifts to life insurance, where Joel Larsgaard and Matt Altmix break down the complexities of term and permanent policies. They provide insights into cost differences and offer guidance on selecting the most suitable policy for individual needs.

Life Insurance Considerations

Student Loan StrategiesThe hosts explore strategies for managing student loans through loan forgiveness plans and the choice between Roth and Traditional TSP contributions. They provide insights on optimizing financial benefits while navigating repayment and forgiveness programs.

Student Loan Strategies

Related Episodes