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Afford Anything
Q&A: We Save $5,000 Per Month. Where Should We Invest It?
Apr 12, 2024
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.
01:04:04
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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.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode