How Can I Retire in 12 Years? | Afford Anything Podcast (Audio-Only)

(01:42) - Max FI and his wife want to retire in 12 years. How should they invest to achieve this?

(19:52) - 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?

(26:23) - Katelyn is interested in learning more about annuities. What should she know in order to make an informed decision?

(38:56) - 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.

(50:22) - Anonymous and her husband hold $900,000 worth of privately-owned company stock. How should they plan for handling this money?

(56:36) - 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?

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