The Personal Finance Podcast
Avsnitt

High Income Tax Strategies, Selling a House to Invest in the S&P 500, and Converting $100K to a Roth IRA (Money Q&A)

Dela

Eight questions. Eight real financial situations. Eight answers that might change the way you think about your money.  

👉 Join Andrew's FREE Masterclass The Portfolio Pyramid: https://event.webinarjam.com/q05p7/register/o37wxuz?webinar_id=22 

What You'll Learn in This Episode

How a new US resident with $1.5M should restructure for American retirement accounts

How to automate your finances when your income changes every month

Should you sell your home and invest the equity in 2026?

Why taxes hit harder above $250K and what to do about it

The tax order high earners should follow to save six figures a year

The simplest way to convert $100K from traditional IRA to Roth without a huge tax bill

The AI voice scam targeting one in four Americans right now

Start Here 

Join the community built to help you master your money, stay accountable, and reach financial freedom.  

👉 Try Master Money Academy FREE for 7 days today! https://mastermoney.co/join/

👉 Join Andrew’s FREE Investing for Beginners Masterclass https://event.webinarjam.com/q05p7/register/0o8z9io?webinar_id=21

👉 Join The Master Money Newsletter where you will become smarter with your money in 5 minutes or less per week Here! https://expert-hustler-605.ck.page/6aa7bb9a79

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Tool/s Mentioned

The Retirement Calculator https://expert-hustler-605.kit.com/e6b8d4f8a2 

Total Cost of Ownership Calculator https://mastermoney.co/total-cost-of-ownership-calculator/ 

Automate Your Entire Money System in One Weekend https://courses.mastermoney.co/automate-your-money-checklist  

Book/s Mentioned

Why We Sleep by Matthew Walker 

Episode/s Mentioned

Buying a House VS. Investing In the S&P 500 (Which Is Better?) https://youtu.be/6iwf_4iQz0c 

How to Automate Your Finances (Money on Autopilot!) https://youtu.be/Fenu_LtdmZU 

How to Build Your Investment Portfolio (The Portfolio Pyramid!) https://youtu.be/Vn-NXfFWtfU 

Watch Next

How to Shave Off 7+ Working Years and Retire Early! https://youtu.be/9oZFn2lmZm4 

Is the American Dream Dead? (With Freddie Smith) https://youtu.be/3Ivz8Ts9J2o 

How Companies Are Quietly Robbing You! With Lindsay Owens https://youtu.be/WhfXVmC2DC0 

12 Financial Rules of Thumb That Let You Spend More on What You Love https://youtu.be/36HG6VHnA08 

How to RETIRE BY 30! (With Cody Berman) https://youtu.be/ffKv6M69SRI 

How to Manage Your Money (and Still Enjoy Life) https://youtu.be/BWocw8B-xnY 

Connect with Andrew

Instagram → https://instagram.com/mastermoneyco

Website → https://mastermoney.co

TikTok → https://tiktok.com/@mastermoneyco

X → https://x.com/mastermoneyco

LinkedIn → https://www.linkedin.com/in/andrew-giancola-45027b340

YouTube → https://www.youtube.com/@mastermoneyco/

Question for you:

If you could get one financial question answered live by Andrew, what would it be? Drop it below and join the Master Money newsletter to make it happen.  Learn more about your ad choices. Visit megaphone.fm/adchoices

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