

Ask Paula: I Came Into A Lot of Money. What Should I Do With It?
Nov 8, 2023
In this podcast, Paula and Joe discuss various financial scenarios and give advice on managing windfalls, paying off mortgages, and investing. They also cover topics such as life insurance, budgeting apps, retirement planning, purchasing a second home, hiring with Indeed, meal delivery services, and finding the right home for a widow near the beach.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 4min
Options for Bob's Money
04:08 • 20min
The Importance of Life Insurance and Dell's Black Friday Laptop Deals
24:32 • 2min
Introducing Monarch: A New Personal Finance App
26:22 • 6min
Analyzing Financial Considerations for Retirement and Purchasing a Second Home
32:31 • 15min
Benefits of using Indeed for hiring and introduction to Every Plate
47:06 • 2min
Meal delivery service, $1 steak deal, and Star Wars tangent
48:45 • 2min
Finding the Right Home for a Beach-loving Widow
51:06 • 18min