Q&A - Simplicity vs Optimisation: leverage, liquidity, and super strategy
This episode brings together three listener questions that each wrestle, in different ways, with the tension between financial optimisation and practical simplicity, and whether the most technically efficient strategy is always the right one for a given stage of life.The first scenario involves a couple in their mid-thirties with a solid net worth of $2.5 million, a newborn, and a clear long-term goal of achieving financial independence by 55. With their forever home complete, the question is whether to retain their investment property and continue debt recycling, or sell, simplify the…
The skinny
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