AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Snipd AI
Former financial planner Joe Saul-Sehy tackles questions from listeners about investing extra cash, managing wealth for high-net-worth individuals, analyzing condo investments, and maximizing financial goals through strategic saving and investing strategies.
Read more
AI Summary
AI Chapters
Episode notes
Podcast summary created with Snipd AI
Quick takeaways
- Evaluating rental potential through cap rate calculations is essential for making informed real estate investment decisions.
- Understanding the impact of HOA fees on property expenses and assessing value is crucial for effective property management decisions.
Deep dives
Managing a High Net Worth
Eugene, a 55-year-old physician with a significant net worth of $7 million, seeks advice on managing assets, including retirement funds, life insurance policies, and financial planning. He questions the continuation of his insurance policy, potential surrendering, borrowing against the policy, investment decisions, and the role of a financial planner in his situation.
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode