By Paula Pant
Our first anonymous caller is getting married. What are the financial considerations the couple should be thinking through since there is a large income gap between them?
Our second anonymous caller is concerned about her ability to continue working due to major depression. Should she consider disability insurance?
Carly is an accidental landlord and would love […]
By Paula Pant
Natasha thinks she and her husband have saved enough to retire early, but they’re scared. Are they ready or are they delusional?
Should Krista tap into the equity from one of her rentals to rebalance a portfolio that is weighted heavily in real estate?
Anonymous is a savvy investor who wants to retire early. She wonders if she should hire a financial advisor, or if she can manage her investments herself.
Amanda is worried that her recently diagnosed health condition might force her to stop working. How should she financially prepare her family?
Former financial planner Joe Saul-Sehy and I tackle these four questions in today’s episode.
Enjoy!
P.S. Got a question? Leave it here.
By Paula Pant
Meghan’s mom is 64 years old and suffering under a toxic boss. It’s tough to switch jobs at her age. How should she think through the next steps?
Ellen has a 20-year-old son with physical and developmental disabilities. Her other child, age 21, will need to look after him for the rest of their lives. How should she handle their inheritance?
Joe wants to start working part-time in four years, and fully retire four years after that. He worries he’s investing too aggressively for his retirement date.
In today’s episode, former financial planner Joe Saul-Sehy and I tackle these tough situations.
Enjoy!
