Tailored Financial Strategies and Investment Advice Based on Net Worth

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Exploring the significance of customizing financial systems according to net worth, focusing on asset preservation strategies and specialized investment approaches. The chapter also covers saving and investing considerations, including risk management, income generation, and portfolio growth.

#499: Eugene and his wife are retiring with a $10 million net worth and a guaranteed income that exceeds their annual budget. Do they still need things like life insurance and a financial advisor?

The next question, at 30:24, comes from an anonymous caller. Her HOA costs have doubled since she bought her condo. She’s wondering if it’s still a good investment. Should she keep it or sell it?

We answer Nandini’s question at 48:14. Nandini and her husband save tons every month toward no goal in particular. What should they do with all their extra cash?

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/episode499

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