Meaning Over Money
409 - Taxable Investing 101: Giving Yourself the Gift of Freedom, Flexibility, and Options
Published: 18 February 2025 at 02:37 Europe/London
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Episode notes
Whenever we talk about investing, it’s almost always through the lens of retirement investing. Retirement investing is awesome, no doubt. However, most families, in their pursuit of focusing their energy on retirement, miss out on an important and powerful opportunity. What if you need/want some of your assets before age 60? A wedding? A car? College? An earlier-than-60 income stream? Most people must bide their time until they hit the magical retirement age to tap their assets. In today’s episode, host Travis Shelton explains another angle to approach your investing game. Your future self will thank you for this one!
Referenced Episodes:
405 - Budgeting 101: https://pod.fo/e/2a82dc
406 - Sinking Funds 101: https://pod.fo/e/2a8e06
407 - Personal Spending 101: https://pod.fo/e/2ab0bb
408 - Income Fund 101: https://pod.fo/e/2ac860
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