Every choice that you make is a trade-off against something else. Answering those two questions is a lifetime practice, which we sometimes get wrong. Here to facilitate and explore that practice are myself, Paula Pant, the host of the Afford Anything podcast,. Joe Salcihai, former financial planner.
#425: Ellen’s dad died unexpectedly. Her mom is clueless about finances. How does she help a 70-year-old unravel financial complexities?
Mike has an opportunity to buy into his friend’s growing business. What should be his legal, financial, and relationship considerations?
Pepp wants to know what’ll happen to her Restricted Stock Units when her company goes private.
An anonymous caller needs to build her nest egg. She’ll be a full-time student with no income. She has 20 years until retirement. Should she execute a Roth conversion?
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/episode425
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