The X-Y planning network is nationwide. If you're just looking in Rochester, New York, it's going to be very difficult to find some of these great planners. The cool thing that the pandemic taught us is that we can now get advice and have meetings with people all over the world. That geography is not a barrier, which is pretty awesome.
#435: Lee is 30 and facing a tech layoff. She can live for a year on her savings. She’s thinking about taking the rest of the year off. How should she prepare her investments?
Stacy wants to buy an Airbnb but she’s scared she’ll regret selling her company stock to do it.
An anonymous caller is tired of living paycheck-to-paycheck as a freelance artist. How can she stabilize an inconsistent income?
Danelle is a DIY investor. She can’t find a financial advisor who gives advice without insisting on managing her investments. Is she looking in the wrong places?
Former financial planner Joe Saul-Sehy and I tackle these four questions in today’s episode.
Enjoy!
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For more information, visit the show notes at https://affordanything.com/episode435
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