Navigating Wealth: Portfolio Management and Educational Savings

#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:

Interview with Frank Vasquez

Risk Parity Cheat Sheet

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

SavingForCollege.com

Timestamps:

Note: Timestamps will vary on individual listening devices based on dynamic advertising run times. The provided timestamps are approximate and may be several minutes off due to changing ad lengths.

(01:42) Christina

(16:42) Anonymous

(33:40) Paula the Caller

Learn more about your ad choices. Visit podcastchoices.com/adchoices