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Q&A: "I'm Scared of Running Out of Money in Retirement!"

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Manage episode 421897773 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.

#511: Sara is five years from retirement with a paid-off house. But she’s worried that her money will run out before she turns 80. What does she need to do now to protect her future self?

Lauren is a personal finance nerd who gets it. But one question perplexes her: When should she should choose an ETF over an index mutual fund? What about vice versa? Paula and Joe explain.

An anonymous caller plans to sell her house and live a “slow-madic” lifestyle. But she’s on disability and needs to keep her money safe. How should she invest her $500,000 windfall?

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/episode511

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

  continue reading

610 episoder

Artwork
iconDel
 
Manage episode 421897773 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.

#511: Sara is five years from retirement with a paid-off house. But she’s worried that her money will run out before she turns 80. What does she need to do now to protect her future self?

Lauren is a personal finance nerd who gets it. But one question perplexes her: When should she should choose an ETF over an index mutual fund? What about vice versa? Paula and Joe explain.

An anonymous caller plans to sell her house and live a “slow-madic” lifestyle. But she’s on disability and needs to keep her money safe. How should she invest her $500,000 windfall?

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/episode511

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

  continue reading

610 episoder

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