What if paying off debt wasn’t the end of your financial journey, but the beginning of something bigger? In today’s episode, we meet three listeners at pivotal crossroads, each wrestling with how to align their money with what they truly want from life. First, we talk with a couple who’s about to crush $100,000 in…
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!