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How to Money · June 29, 2026 · 56m

Ask HTM - Losing Weight to Gain Wealth, Free Car Leases, & Hacking Mortgages #1159

Show Notes

Joel and Matt answer listener questions in this Q&A episode, tackling five personal finance dilemmas. They cover whether to self-manage an inheritance versus keeping it with a financial advisor, the best approach for employee stock purchase plans, the calculus of leasing a car under an employer FAVR reimbursement program, the connection between weight loss and life insurance pricing, and a mortgage acceleration strategy. The episode offers practical perspectives on common money decisions.

This summary was generated from show notes and public descriptions, not from a full transcript review. Details may contain inaccuracies.

Highlights

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Should You Manage an Inheritance Yourself or Keep the Advisor?
A listener asked whether to take control of an inheritance currently managed by financial advisors or to trust themselves with it.
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Maximizing Your Employee Stock Purchase Plan
A listener wanted to know the best way to take advantage of their Employee Stock Purchase Plan benefit.
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Should You Lease a Car If Your Employer Covers It?
A listener asked whether it makes sense to lease a new car when their employer reimburses them under a Fixed and Variable Rate (FAVR) program.
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Losing Weight to Lower Life Insurance Costs
A listener explored losing weight specifically to pay less for life insurance.
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The Mortgage Payoff Hack — Faster Freedom or Opportunity Cost?
A listener had a strategy to slash years off their mortgage and asked whether they should implement it.
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Misc

✧The hosts enjoyed a 60 Minute IPA by Dogfish Head during the recording.
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