Q&A: Should You Cash Out Your ETFs? The Hidden Consequences of That Decision … episode artwork

EPISODE · Mar 4, 2025 · 1H 3M

Q&A: Should You Cash Out Your ETFs? The Hidden Consequences of That Decision …

from Afford Anything | Make Smart Money Choices · host Paula Pant, Personal Finance Expert | Cumulus Podcast Network

#587: Debi is stressed about saving a down payment to buy a house in her high-cost-of-living area. Should she cash out her brokerage account to speed up the process? Lucas and his wife are high earners, but they’re tired and ready for a change. What strategies can they use to maximize their investments and confidently step away from their jobs? Grant is thrown off by recent discussions about the efficient frontier. It sounds a lot like market timing to base an investment strategy on an arbitrary set of historical dates. What’s he missing? Former financial planner Joe Saul-Sehy and I tackle these questions in today’s episode. Enjoy! P.S. Got a question? Leave it at https://affordanything.com/voicemail For more information, visit the show notes at https://affordanything.com/episode587 Learn more about your ad choices. Visit podcastchoices.com/adchoices

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