Ida: I think Natasha's in the situation where hiring a pro who's looked at these numbers before in detail will also give her more confidence. She talked about making some money during retirement, working part-time. How much money would she project that she's going to make? Might even challenge her on this assumption of taking Social Security at 62. If there's any longevity in her family and she can afford to wait longer, it might be advantageous to wait on taking Social Security later.
#414: Amanda is worried that her recently diagnosed health condition might force her to stop working. How should she financially prepare her family?
Anonymous is a savvy DIY investor who wants to retire early and is wondering if she should hire a financial advisor.
Should Krista tap into the equity from one of her rentals to rebalance a portfolio that is weighted heavily in real estate?
Natasha thinks she and her husband have saved enough to retire early but it feels scary. Is she truly ready or is she nuts?
Former financial planner Joe Saul-Sehy and I tackle these four questions in today’s episode.
Enjoy!
P.S. Got a question? Leave it here.
For more information, visit the show notes at https://affordanything.com/episode414
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