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About the Office Hours category
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1
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726
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May 19, 2021
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Question for Jeremy
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2
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444
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October 20, 2021
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403b Options - 2-fund portfolio
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1
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404
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October 6, 2021
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Is there a way to set up automatic investments in a taxable brokerage account? Please show us during zoom tonight?! Thanks!
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4
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405
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October 5, 2021
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Individual brokerage and Roth IRA tax advantage?
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2
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440
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September 29, 2021
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What to do with cash for "possible" house down payment?
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1
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477
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September 15, 2021
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Moving Roth IRA
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2
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491
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September 15, 2021
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Rollover IRAs and Backdoor Roth
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1
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458
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September 15, 2021
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Rolling Over - How to Choose the Right Brokerage Firm
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1
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377
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September 1, 2021
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Buy a car in cash or low interest car loan?
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3
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395
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September 1, 2021
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4 different index funds in my ROTH IRA. too many?
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3
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857
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August 27, 2021
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TDIF good for FIRE or brokerage?
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4
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410
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August 18, 2021
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Can brokerage accounts be transferred to another individual or do they have to be cashed out to gift funds?
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1
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478
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August 18, 2021
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What is your advise?
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2
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465
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August 13, 2021
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Upon retirement, how do you do a draw down if your portfolio consists of a size-able total market index fund and a handful of long-term “lucky” individual stocks?
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1
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419
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August 4, 2021
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Broker Vs. Indexes
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1
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464
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July 28, 2021
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A 2021 Car Question
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1
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416
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July 28, 2021
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Is it enough to hold a single ETF S&P 500?
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1
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420
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July 28, 2021
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Spouses with individual Roth IRAs
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4
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488
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July 27, 2021
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403(b) with low fees vs opening Roth IRA
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2
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421
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July 24, 2021
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Roth 401 and other course questions
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1
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389
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July 21, 2021
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403b options in TIAA
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3
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431
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July 21, 2021
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Cleaning Up Retirement Funds Job Switch
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1
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379
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July 21, 2021
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Is it best to pay down debt first or invest if I don't have a steady income currently?
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2
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423
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July 14, 2021
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Moving from Three-Fund to Target Date-Fund
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2
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382
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July 14, 2021
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Miscellaneous questions
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1
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419
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July 14, 2021
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Surrender CVLI and 401k Investment elections
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1
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484
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July 14, 2021
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401k Investment Elections
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1
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362
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July 14, 2021
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Holding Company Stock vs. Selling/Putting into ETF
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2
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410
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July 7, 2021
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What are your thoughts on investing accrued monetary gifts for children?
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1
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369
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July 7, 2021
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