Tanja Hester on the Flexibility of Financial Independence - Your Money, Your Wealth® podcast #250

“The sooner we can understand the link between our money and how we spend our lives, the better.” Tanja Hester (called the Matriarch of the women’s FIRE movement by the New York Times) returns to YMYW for landmark episode #250 to discuss the value of our time, how it’s connected to our finances, and the options financial independence provides for a life well-lived. Plus, Joe Anderson, CFP® and Big Al Clopine, CPA answer questions about the balanced asset allocation strategy, taking a pension and another job AND Social Security, and what to do when your company changes 401(k) custodians. Ask money questions, read the transcript & access free financial resources:

00:49 - Is Alex Shahidi’s Balanced Asset Allocation a Good Investment Strategy?

09:21 - Cash Value MEC Life Insurance Strategy

20:23 - Comment: Kid Playing Monopoly Crying About Taxes
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21:37 - My Company is Changing 401(k) Companies - Should I Set Up a Solo 401(k)?

27:02 - Would I Be Penalized if I Take Pension and Take Another Job or Apply for Social Security?

30:12 - Should I Keep a Mortgage Like Ric Edelman Says, or Pay It Off Like Dave Ramsey Says?


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• Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, Inc. A Registered Investment Advisor.
• Pure Financial Advisors Inc. does not offer tax or legal advice. Consult with their tax advisor or attorney regarding specific situations.
• Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance.
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