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9961 total appearances
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Podcast Appearances

NerdWallet's Smart Money Podcast
Should You Keep Your Old Home? The Financial Case for Selling vs. Renting

account types, a Roth IRA, taxable investments, a 403B, and cryptocurrencies. But if 50 to, let's just say 50,000 to 150,000 or more down payment was needed, I was just curious, what should we consider in terms of tax implications, withdrawing strategies, or just selecting which of those accounts to draw from?

NerdWallet's Smart Money Podcast
Should You Keep Your Old Home? The Financial Case for Selling vs. Renting

account types, a Roth IRA, taxable investments, a 403B, and cryptocurrencies. But if 50 to, let's just say 50,000 to 150,000 or more down payment was needed, I was just curious, what should we consider in terms of tax implications, withdrawing strategies, or just selecting which of those accounts to draw from?

NerdWallet's Smart Money Podcast
Should You Keep Your Old Home? The Financial Case for Selling vs. Renting

I currently don't have a large liquid down payment available, but with a couple months notice, I'm just curious, Lisa, your advice for where I could access a large down payment if needed.

NerdWallet's Smart Money Podcast
Should You Keep Your Old Home? The Financial Case for Selling vs. Renting

I currently don't have a large liquid down payment available, but with a couple months notice, I'm just curious, Lisa, your advice for where I could access a large down payment if needed.

NerdWallet's Smart Money Podcast
Should You Keep Your Old Home? The Financial Case for Selling vs. Renting

I currently don't have a large liquid down payment available, but with a couple months notice, I'm just curious, Lisa, your advice for where I could access a large down payment if needed.

NerdWallet's Smart Money Podcast
Should You Keep Your Old Home? The Financial Case for Selling vs. Renting

I do have the nerdy spreadsheet, but no, I have not taken the next step to really see the tax implications or exactly where I want to draw this money from. I just want to minimize the tax bill from potentially tapping into these accounts that in theory are for long-term growth, but this is obviously a major life change and I know that having access to this is definitely a time to use it.

NerdWallet's Smart Money Podcast
Should You Keep Your Old Home? The Financial Case for Selling vs. Renting

I do have the nerdy spreadsheet, but no, I have not taken the next step to really see the tax implications or exactly where I want to draw this money from. I just want to minimize the tax bill from potentially tapping into these accounts that in theory are for long-term growth, but this is obviously a major life change and I know that having access to this is definitely a time to use it.

NerdWallet's Smart Money Podcast
Should You Keep Your Old Home? The Financial Case for Selling vs. Renting

I do have the nerdy spreadsheet, but no, I have not taken the next step to really see the tax implications or exactly where I want to draw this money from. I just want to minimize the tax bill from potentially tapping into these accounts that in theory are for long-term growth, but this is obviously a major life change and I know that having access to this is definitely a time to use it.

NerdWallet's Smart Money Podcast
Should You Keep Your Old Home? The Financial Case for Selling vs. Renting

As a teacher, the goal is to obviously finish out the school year, which for me here would be the end of May. I wouldn't need to, for my job, I would have a nice about two months, June and July, to get out there. But I just think the logistics of the move are also the most daunting.

NerdWallet's Smart Money Podcast
Should You Keep Your Old Home? The Financial Case for Selling vs. Renting

As a teacher, the goal is to obviously finish out the school year, which for me here would be the end of May. I wouldn't need to, for my job, I would have a nice about two months, June and July, to get out there. But I just think the logistics of the move are also the most daunting.

NerdWallet's Smart Money Podcast
Should You Keep Your Old Home? The Financial Case for Selling vs. Renting

As a teacher, the goal is to obviously finish out the school year, which for me here would be the end of May. I wouldn't need to, for my job, I would have a nice about two months, June and July, to get out there. But I just think the logistics of the move are also the most daunting.

NerdWallet's Smart Money Podcast
Should You Keep Your Old Home? The Financial Case for Selling vs. Renting

It's just should we hire professional movers, use a service like pods or U-Haul, or we also consider just selling a lot of our belongings and starting fresh. I did get a quote from a few of these options, but I'm just curious if anyone else on the call has an idea for where should we start in terms of physically getting a four or five bedroom house with two small children 2,000 miles away.

NerdWallet's Smart Money Podcast
Should You Keep Your Old Home? The Financial Case for Selling vs. Renting

It's just should we hire professional movers, use a service like pods or U-Haul, or we also consider just selling a lot of our belongings and starting fresh. I did get a quote from a few of these options, but I'm just curious if anyone else on the call has an idea for where should we start in terms of physically getting a four or five bedroom house with two small children 2,000 miles away.

NerdWallet's Smart Money Podcast
Should You Keep Your Old Home? The Financial Case for Selling vs. Renting

It's just should we hire professional movers, use a service like pods or U-Haul, or we also consider just selling a lot of our belongings and starting fresh. I did get a quote from a few of these options, but I'm just curious if anyone else on the call has an idea for where should we start in terms of physically getting a four or five bedroom house with two small children 2,000 miles away.

NerdWallet's Smart Money Podcast
Should You Keep Your Old Home? The Financial Case for Selling vs. Renting

No, not gotten that far. I don't know if it comes across on the call, but feng shui is not in my vocabulary. That is not something that I think about. My wife, definitely I could see her once we find a place to live, realizing that, yeah, the couch or, yeah, a large piece of furniture just doesn't fit. So this is helpful feedback.

NerdWallet's Smart Money Podcast
Should You Keep Your Old Home? The Financial Case for Selling vs. Renting

No, not gotten that far. I don't know if it comes across on the call, but feng shui is not in my vocabulary. That is not something that I think about. My wife, definitely I could see her once we find a place to live, realizing that, yeah, the couch or, yeah, a large piece of furniture just doesn't fit. So this is helpful feedback.

NerdWallet's Smart Money Podcast
Should You Keep Your Old Home? The Financial Case for Selling vs. Renting

No, not gotten that far. I don't know if it comes across on the call, but feng shui is not in my vocabulary. That is not something that I think about. My wife, definitely I could see her once we find a place to live, realizing that, yeah, the couch or, yeah, a large piece of furniture just doesn't fit. So this is helpful feedback.

NerdWallet's Smart Money Podcast
Should You Keep Your Old Home? The Financial Case for Selling vs. Renting

I do think there's maybe an argument to sell and start fresh once we see what we need. Really just bringing the basics, I feel like, would really make this a lot easier.

NerdWallet's Smart Money Podcast
Should You Keep Your Old Home? The Financial Case for Selling vs. Renting

I do think there's maybe an argument to sell and start fresh once we see what we need. Really just bringing the basics, I feel like, would really make this a lot easier.

NerdWallet's Smart Money Podcast
Should You Keep Your Old Home? The Financial Case for Selling vs. Renting

I do think there's maybe an argument to sell and start fresh once we see what we need. Really just bringing the basics, I feel like, would really make this a lot easier.