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Sudden Wealth, Vacation Homes, and New Year's Resolutions: The 2024 Finale
Manage episode 456614482 series 3281815
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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.
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