The William Lee Show

All about personal finance, money and investing. Learn how to take control of your finances and achieve a wealthier future.

Will Lee is a Chief Financial Officer of software companies with a passion for personal finance and entrepreneurship. He believes that learning about - and taking action in - personal finance and entrepreneurship are some of the most empowering things anyone can do to improve their lives, and he loves sharing his knowledge and learning from others about these topics.

Will has an undergraduate degree in Economics, an MBA in Finance from Cornell University, and is a CFA charterholder (Chartered Financial Analyst). Oh, and Will is obsessed with airplanes. He recently became a pilot, earning IFR and Commercial Pilot ratings, and flew round-trip across the United States in a small plane.... twice.

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The William Lee Show

What’s your mortgage rate? The wrong choice here can cost $100,000

1 day ago | [YT] | 1

The William Lee Show

Quick quiz before this week’s video. Your mortgage: $250,000 left at 3%, 20 years to go. You have an extra $1,000 a month. Which gets you mortgage-free sooner?

A: Add it to your mortgage payment.
B: Save it at 4.2% (taxed at 24%), and pay off the mortgage in one check once the savings are big enough.

4 days ago | [YT] | 2

The William Lee Show

As we head into the final months of the year, what is your biggest financial focus or roadblock right now? Let's see where this community stands. 📊

1 week ago | [YT] | 1