Animal Spirits: Listener Mailbag

Today’s listener mailbag is brought to you by Rocket Dollar:

Click here to get the Rocket Dollar Guide to Self-Directed Retirement Plans for free.

We discuss:

  • Wash sale rules and selling in a taxable account
  • Where to invest after you’re no longer allowed to fund a Roth IRA
  • The Backdoor Roth
  • Investing in the private markets
  • Mortgage rates and HELOCs
  • Buy a home now or wait for a dip later?
  • Dividend reinvestment or cash flow?
  • Dollar-cost down or rip the band-aid off?
  • Budgeting for home products
  • Paying off student loans
  • Where to get financial advice
  • Buying the dip – bonds or stocks?
  • Investing in individual stocks

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