Episode 523: Funding A Family Gap Year Without Derailing FI, A Cowbell History, And Assorted AUM Advisor Follies And Conflicts
About this episode
The episode discusses funding a family gap year, investment strategies, and advisor conflicts of interest.
In this episode we answer emails from Sarah, Tyler and Luc. We Sarah's detailed plan to take a one to two year family gap year, travel, and unpack tax-smart ways to fund short-term spending, why we keep long-term money invested simply, more cowbell, and why complicated advisor math can be more noise than help how it can mask conflicts of interest. We also touch on the Cederberg paper (yes, with a C and not an S despite my mis-statement) and why it is of little or no practical use ...
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