The Wealth Equation

Reasons to Use Your Investment Money

Episode Summary

Obviously you want to grow your investments into retirement and then withdraw them. But what happens if you need the money sooner? Is it okay to use your investment money? If so, when?

Episode Notes

Obviously you want to grow your investments into retirement and then withdraw them. But what happens if you need the money sooner?

Is it okay to use your investment money? If so, when?

Tune in to learn…

• When it might make sense to withdraw from your investments early
• The 4 reasons it might make sense to withdraw from your investments early 
• 2 important considerations you must know when you do this
• The categories of reasons that are NOT smart reasons to cash out your investments
• The single question you need to ask yourself when you're making this consideration. HINT it's not "Should I spend the money?"