

Ask Paula and Joe: Should I Sell My $575,000 in Tesla Stock?
Feb 5, 2021
In this podcast, they discuss tax strategies for selling Tesla stocks, structuring property ownership, health insurance options for self-employed individuals, and retirement planning in Costa Rica. Guest financial planner Joe Saul-Sehy joins to offer insights on these topics, providing valuable advice for listeners looking to optimize their finances.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Optimizing Stock Sale Strategies for Portfolio Rebalancing
01:38 • 19min
Tax Strategy and Insurance Benefits
20:51 • 9min
Financial Planning for Retirement and Investment Strategies
29:57 • 10min
Discussion on Fee-Only Financial Planners and Financial Product Optimization
39:49 • 4min
Ensuring Actuarial Soundness in Insurance Coverage
43:29 • 18min
Playful banter and financial media disclaimer
01:01:32 • 3min