Matching real people, asking real questions about their money, with experienced Financial Advisors. You’ll hear answers to important questions like: Is now the right time to buy a house? What to do if your business fails? How should I be saving to cover the cost of college? How much do I really need to retire and am I on track? Join us as our guests share their stories around life's major moments. And hear the difference a conversation can make. Hosted by Morgan Stanley Wealth Management’s J ...
…
continue reading
محتوای ارائه شده توسط Paula Pant | Cumulus Podcast Network. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Paula Pant | Cumulus Podcast Network یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal
مشابه Afford Anything
The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
…
continue reading
Want financial freedom through real estate investing? Then the BiggerPockets Real Estate Podcast is for you. Sit down every Monday, Wednesday, and Friday with Dave Meyer, the Head of Real Estate at BiggerPockets, as he uncovers tried and true tactics and shares candid conversations with real estate investors who are building wealth in today’s market. Join Dave to walk through deals that went right (and wrong) and learn the strategies you can deploy—start growing your side income today to tak ...
…
continue reading
Business tips for startups by proven entrepreneurs
…
continue reading
Motley Fool Money is a daily podcast for stock investors. Weekday episodes offer a long-term perspective on business news with The Motley Fool's investment analysts. Weekend shows are a mix of investing classes and longer-form interviews.
…
continue reading
The Life of And podcast is for high-achieving women and working parents who are ready to stop living a life of “have to” and start designing a life they actually want. It’s a space where we talk honestly about the things we’re often afraid to admit — even to ourselves. The exhaustion. The ambition. The loneliness. The joy. The tension of wanting more without losing yourself in the process. If you’re in the thick of it — feeling stretched, tired, hopeful, driven — this is your invitation to t ...
…
continue reading
Stephan Piscano founder of The Real Estate Networking Group the largest real estate group online interviews experts in real estate, finance, sports, motivation and more as we use common sense concepts to give investors insights on financial markets and have a lot of fun talking sports, politics and business motivation as well!
…
continue reading
What if it was easy to create a $1M digital business you could be proud of? The path lies in creating people magic. Gina Bianchini, founder and CEO of Mighty Networks, has helped over 10,000 entrepreneurs, brands, and creators grow incredible businesses that put people first and generate millions in profit. Now she’s bringing the secrets of the most successful communities directly to you. In this series, Gina will show you how to build a community so valuable you can charge for it and so wel ...
…
continue reading
Paisa Vaisa is India's premier podcast on personal finance, boasting over 4 million downloads, featuring over 200 hours of insightful content and discussions, hosting more than 250 guests, and presenting a wealth of knowledge through over 450 episodes. Since 2017, Paisa Vaisa hosts experts from mutual funds, stocks, real estate, loans, education financing, insurance, and much more. It has recently introduced a sub-series offering valuable insights in businesses and entrepreneurship. You can ...
…
continue reading
Behind every successful business, there’s a story you don’t hear—the sleepless nights, the moments of doubt, and the determination to keep going when everything feels impossible. That’s what Unbreakable Business is all about. Join host Akua Konadu each week as she sits down with entrepreneurs who share the raw, real side of their journey—the roadblocks they faced, the challenges they overcame, and the stories that don’t make the highlight reel, but the the ones that matters the most. If you’ ...
…
continue reading
Player FM - برنامه پادکست
با برنامه Player FM !
با برنامه Player FM !
))
Q&A: ChatGPT Built Her $1.2M Portfolio … But Should You Trust It?
Manage episode 505287097 series 115702
محتوای ارائه شده توسط Paula Pant | Cumulus Podcast Network. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Paula Pant | Cumulus Podcast Network یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal
#641: Cristina has a $1.2 million portfolio and hopes to make work optional within the next decade. Is she invested in the right way? Or should she change up her asset allocation?
Anonymous and her husband plan to retire in 5 years. They have 10 rental properties and a $2.75 million portfolio. They dream of slow travel, generosity, and family time. How should they structure their assets to support the lifestyle they want?
Paula (the caller) and her husband are planning for three kids, private school, and possibly college down the road. Should they front-load a 529 plan with a large lump sum, or take a different approach?
Former financial planner Joe Saul-Sehy and I tackle these three questions in today’s episode.
Enjoy!
P.S. Got a question? Leave it here.
Resources mentioned in the show:
Caller Christina's original call on https://affordanything.com/episode463
Afford Anything Episode 618 https://affordanything.com/episode618
Risk Parity Portfolio Blueprint https://affordanything.com/riskparity
Joe's episode SB 1698 https://www.stackingbenjamins.com/create-your-retirement-spending-plan-1698/
Run The Line half marathon with Joe: https://runsignup.com/Race/TX/Texarkana/RuntheLineHalfMarathonTXAR
Learn more about your ad choices. Visit podcastchoices.com/adchoices
714 قسمت
اشتراک گذاری
Manage episode 505287097 series 115702
محتوای ارائه شده توسط Paula Pant | Cumulus Podcast Network. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Paula Pant | Cumulus Podcast Network یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal
#641: Cristina has a $1.2 million portfolio and hopes to make work optional within the next decade. Is she invested in the right way? Or should she change up her asset allocation?
Anonymous and her husband plan to retire in 5 years. They have 10 rental properties and a $2.75 million portfolio. They dream of slow travel, generosity, and family time. How should they structure their assets to support the lifestyle they want?
Paula (the caller) and her husband are planning for three kids, private school, and possibly college down the road. Should they front-load a 529 plan with a large lump sum, or take a different approach?
Former financial planner Joe Saul-Sehy and I tackle these three questions in today’s episode.
Enjoy!
P.S. Got a question? Leave it here.
Resources mentioned in the show:
Caller Christina's original call on https://affordanything.com/episode463
Afford Anything Episode 618 https://affordanything.com/episode618
Risk Parity Portfolio Blueprint https://affordanything.com/riskparity
Joe's episode SB 1698 https://www.stackingbenjamins.com/create-your-retirement-spending-plan-1698/
Run The Line half marathon with Joe: https://runsignup.com/Race/TX/Texarkana/RuntheLineHalfMarathonTXAR
Learn more about your ad choices. Visit podcastchoices.com/adchoices
714 قسمت
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مشابه Afford Anything
Matching real people, asking real questions about their money, with experienced Financial Advisors. You’ll hear answers to important questions like: Is now the right time to buy a house? What to do if your business fails? How should I be saving to cover the cost of college? How much do I really need to retire and am I on track? Join us as our guests share their stories around life's major moments. And hear the difference a conversation can make. Hosted by Morgan Stanley Wealth Management’s J ...
…
continue reading
The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
…
continue reading
Want financial freedom through real estate investing? Then the BiggerPockets Real Estate Podcast is for you. Sit down every Monday, Wednesday, and Friday with Dave Meyer, the Head of Real Estate at BiggerPockets, as he uncovers tried and true tactics and shares candid conversations with real estate investors who are building wealth in today’s market. Join Dave to walk through deals that went right (and wrong) and learn the strategies you can deploy—start growing your side income today to tak ...
…
continue reading
Business tips for startups by proven entrepreneurs
…
continue reading
Motley Fool Money is a daily podcast for stock investors. Weekday episodes offer a long-term perspective on business news with The Motley Fool's investment analysts. Weekend shows are a mix of investing classes and longer-form interviews.
…
continue reading
The Life of And podcast is for high-achieving women and working parents who are ready to stop living a life of “have to” and start designing a life they actually want. It’s a space where we talk honestly about the things we’re often afraid to admit — even to ourselves. The exhaustion. The ambition. The loneliness. The joy. The tension of wanting more without losing yourself in the process. If you’re in the thick of it — feeling stretched, tired, hopeful, driven — this is your invitation to t ...
…
continue reading
Stephan Piscano founder of The Real Estate Networking Group the largest real estate group online interviews experts in real estate, finance, sports, motivation and more as we use common sense concepts to give investors insights on financial markets and have a lot of fun talking sports, politics and business motivation as well!
…
continue reading
What if it was easy to create a $1M digital business you could be proud of? The path lies in creating people magic. Gina Bianchini, founder and CEO of Mighty Networks, has helped over 10,000 entrepreneurs, brands, and creators grow incredible businesses that put people first and generate millions in profit. Now she’s bringing the secrets of the most successful communities directly to you. In this series, Gina will show you how to build a community so valuable you can charge for it and so wel ...
…
continue reading
Paisa Vaisa is India's premier podcast on personal finance, boasting over 4 million downloads, featuring over 200 hours of insightful content and discussions, hosting more than 250 guests, and presenting a wealth of knowledge through over 450 episodes. Since 2017, Paisa Vaisa hosts experts from mutual funds, stocks, real estate, loans, education financing, insurance, and much more. It has recently introduced a sub-series offering valuable insights in businesses and entrepreneurship. You can ...
…
continue reading
Behind every successful business, there’s a story you don’t hear—the sleepless nights, the moments of doubt, and the determination to keep going when everything feels impossible. That’s what Unbreakable Business is all about. Join host Akua Konadu each week as she sits down with entrepreneurs who share the raw, real side of their journey—the roadblocks they faced, the challenges they overcame, and the stories that don’t make the highlight reel, but the the ones that matters the most. If you’ ...
…
continue reading
Player FM - برنامه پادکست
با برنامه Player FM !
با برنامه Player FM !
