At 2:13, we hear from Eugene. Eugene and his wife are retiring with a $10 million net worth and a guaranteed income that exceeds their annual budget. Do they still need things like life insurance and a financial advisor?
The next question, at 30:24, comes from an anonymous caller. Her HOA costs have doubled since she bought her condo. She’s wondering if it’s still a good investment. Should she keep it or sell it?
We answer Nandini’s question at 48:14. Nandini and her husband save tons every month toward no goal in particular. What should they do with all their extra cash?
Former financial planner Joe Saul-Sehy and I tackle these three questions in today’s episode.
Enjoy!
P.S. Got a question? Leave it at https://affordanything.com/voicemail

For more information, visit the show notes at https://affordanything.com/episode499
Learn more about your ad choices. Visit podcastchoices.com/adchoices

Afford Anything

Paula Pant | Cumulus Podcast Network

Q&A: We Save $5,000 Per Month. Where Should We Invest It?

APR 12, 202464 MIN
Afford Anything

Q&A: We Save $5,000 Per Month. Where Should We Invest It?

APR 12, 202464 MIN

Description

At 2:13, we hear from Eugene. Eugene and his wife are retiring with a $10 million net worth and a guaranteed income that exceeds their annual budget. Do they still need things like life insurance and a financial advisor?

The next question, at 30:24, comes from an anonymous caller. Her HOA costs have doubled since she bought her condo. She’s wondering if it’s still a good investment. Should she keep it or sell it?

We answer Nandini’s question at 48:14. Nandini and her husband save tons every month toward no goal in particular. What should they do with all their extra cash?

Former financial planner Joe Saul-Sehy and I tackle these three questions in today’s episode.

Enjoy!

P.S. Got a question? Leave it at https://affordanything.com/voicemail


For more information, visit the show notes at https://affordanything.com/episode499

Learn more about your ad choices. Visit podcastchoices.com/adchoices