))
Sudden Wealth, Vacation Homes, and New Year's Resolutions: The 2024 Finale
Manage episode 456614482 series 3281815
المحتوى المقدم من Brooklyn FI. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Brooklyn FI أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
In this final episode of 2024, hosts AJ and John explore the complexities of handling sudden unexpected windfalls, major financial decisions like purchasing a home (or vacation home), and some last-minute year-end planning tips.
Key Moments & Topics:
0:00 Show introduction and 2024 wrap-up
The psychology of sudden wealth and how to avoid common pitfalls
4:35 Handling unexpected windfalls
Smart strategies for managing capital injections without lifestyle inflation
9:15 Home purchasing strategies
The 20% down payment rule and affordability considerations
16:05 The vacation home debate
The "6 weekend rule" and why rental income shouldn't factor into your decision
20:33 Year-end financial planning
Last-minute FSA spending and charitable giving strategies
25:56 Looking ahead to 2025
Personal reflections and intentional goal setting
Plus, they share their own experiences transitioning roles at BKFi and lessons learned from 2024.
100 حلقات
مشاركة
