Anisha, thank you for your question. I'm sorry to hear about your husband's passing. And congratulations to you for managing your financial present and future. What I hear you ask are two questions. One is the question of should I work with an advisor or not? The other is a question of if I do not work with an advisors, then how should I invest this money? When in fact, these are really two separate questions.
#428: Jamie currently lives at home and dreams of reaching financial freedom by her early 30s. How can she take advantage of her low expenses to accelerate her wealth building?
An anonymous caller has enough to retire in 5 years. Does she still need her financial advisor or is it time to do it on her own?
Meghan is a personal finance enthusiast who wants to start a coaching side hustle. What’s the best way to get started?
Former financial planner Joe Saul-Sehy and I tackle these five 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/episode428
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