Introduction

2min Snip

00:00

Play full episode

Summary

Transcript

Episode notes

Exploring the financial concerns of a 60-year-old caller, Sarah, who is preparing for retirement in four to five years. The hosts analyze Sarah's assets, including her fully paid house and different account balances, offering advice on optimizing her financial plan for short-term objectives and long-term retirement security.

#511: Sara is five years from retirement with a paid-off house. But she’s worried that her money will run out before she turns 80. What does she need to do now to protect her future self?

Lauren is a personal finance nerd who gets it. But one question perplexes her: When should she should choose an ETF over an index mutual fund? What about vice versa? Paula and Joe explain.

An anonymous caller plans to sell her house and live a “slow-madic” lifestyle. But she’s on disability and needs to keep her money safe. How should she invest her $500,000 windfall?

Former financial planner Joe Saul-Sehy and I tackle these three questions in today’s episode.

Enjoy!

P.S. Got a question? Leave it at https://affordanything.com/voicemail

For more information, visit the show notes at https://affordanything.com/episode511

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