Ask Paula: “We Have $2 Million at 40 – Now What?”
Afford Anything | Make Smart Money Choices · Paula Pant, Personal Finance Expert | Cumulus Podcast Network
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Show Notes
#547: An anonymous caller and her husband have a $2 million net worth at 40, but they’re worried that the one-fund portfolio that got them there isn’t good enough anymore. Are they right?
Jared feels frustrated that so much personal finance media is centered around tech and freelance workers. Does Paula and Joe have negotiation advice for someone in the union?
Sam owns two overseas properties in a country that’s experienced runaway inflation for the past decade. He’s worried he’ll lose $500,000 worth of assets. How does he control the bleeding?
Steve is calling back with an exciting update on his house-swapping journey from Episode 487.
Former financial planner Joe Saul-Sehy and I tackle these three questions in today’s episode.
Enjoy!
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For more information, visit the show notes at https://affordanything.com/episode547
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