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Q&A: Can They Be Financially Independent in Five Years … By Breaking the Rules?

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Manage episode 431512837 series 115702
Indhold leveret af Paula Pant | Cumulus Podcast Network. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Paula Pant | Cumulus Podcast Network eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

#527: Luke and his wife are breaking some personal finance rules in the name of financial independence. Are they right to take this approach or is there a better way?

Christina is worried. She’s retired with a paid-off condo in Florida. But rising fees, insurance rates, and a major HOA assessment are killing her cash flow. Is it time to become a renter?

Les is surprised by Paula and Joe’s allocation recommendations for international equities. Based on market capitalization, it makes no sense. What’s he missing?

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/episode527

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

  continue reading

610 episoder

Artwork
iconDel
 
Manage episode 431512837 series 115702
Indhold leveret af Paula Pant | Cumulus Podcast Network. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Paula Pant | Cumulus Podcast Network eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

#527: Luke and his wife are breaking some personal finance rules in the name of financial independence. Are they right to take this approach or is there a better way?

Christina is worried. She’s retired with a paid-off condo in Florida. But rising fees, insurance rates, and a major HOA assessment are killing her cash flow. Is it time to become a renter?

Les is surprised by Paula and Joe’s allocation recommendations for international equities. Based on market capitalization, it makes no sense. What’s he missing?

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/episode527

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

  continue reading

610 episoder

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