David
👤 PersonAppearances Over Time
Podcast Appearances
Yeah, I'm glad she mentioned that recommending a property manager. I will admit that I'm not the most handy homeowner myself. So having to deal with the middle of the night phone call 2,000 miles away, that obviously is something that would be a challenge in itself. So I was strongly considering the property management option.
Yeah, I'm glad she mentioned that recommending a property manager. I will admit that I'm not the most handy homeowner myself. So having to deal with the middle of the night phone call 2,000 miles away, that obviously is something that would be a challenge in itself. So I was strongly considering the property management option.
And again, Lisa, I think if we do go that route, that may be a strong consideration.
And again, Lisa, I think if we do go that route, that may be a strong consideration.
And again, Lisa, I think if we do go that route, that may be a strong consideration.
I think that is the long term goal. Yes, we did consider possibly renting or we're fortunate to have family who would take us in for the first weeks or probably even month or two if needed. But yeah, one of my other biggest questions was just how to access funds for a down payment for a new home. I do feel fortunate that I do have a good amount of money saved across different
I think that is the long term goal. Yes, we did consider possibly renting or we're fortunate to have family who would take us in for the first weeks or probably even month or two if needed. But yeah, one of my other biggest questions was just how to access funds for a down payment for a new home. I do feel fortunate that I do have a good amount of money saved across different
I think that is the long term goal. Yes, we did consider possibly renting or we're fortunate to have family who would take us in for the first weeks or probably even month or two if needed. But yeah, one of my other biggest questions was just how to access funds for a down payment for a new home. I do feel fortunate that I do have a good amount of money saved across different
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.
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.
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.
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.
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.
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.
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.
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.
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.
As a teacher, the goal is to obviously finish out the school year, which for me here would be the end of May.
As a teacher, the goal is to obviously finish out the school year, which for me here would be the end of May.
As a teacher, the goal is to obviously finish out the school year, which for me here would be the end of May.