This week, former financial planner Joe Saul-Sehy and I answer 4 questions from the Afford Anything community. We chat about how to control lifestyle inflation, how to break up with a financial planner, how to invest your first $10,000, and whether or not sector-specific or theme-specific funds are a good idea. #1: Laura is transitioning…
This week, I tackle your questions with my good friend, recovering financial planner Joe Saul-Sehy. Here’s what we answer: 1. I’m asking for a friend — no, really, I’m asking for a friend! My friends are married and buried. They’re a married couple, buried in $500,000 of debt. Some is federal student loans, some is…
Podcast listener Eva is interested in opening a Vanguard account. She noticed that people need $50,000 to access their personal advisor services. It’ll take her several years before she can access this. What should she do in the meantime? Amy, another podcast listener, wants to invest $5,500 into her Roth IRA in 2017. Should she…