Ask Paula: Should I Fire My Financial Advisor During a Pandemic?

Ask Paula: Should I Fire My Financial Advisor During a Pandemic?

#260: Katelyn wants to fire her financial advisor and move her investments from mutual funds into Vanguard index funds. Should she do this during the pandemic? Or should she wait? Marisa asks: can you invest in a Roth IRA if your income is inconsistent and might exceed the cap? Anonymous Moving-for-a-New-Job had a Simple IRA at her old job that she can no longer contribute to. She also can’t contribute to a 401k until she’s been at her new job for a year. Where should she put her money in the meantime? Anonymous “Olivia” is interested in a Roth conversion ladder, but wants to know: does the pro-rata rule apply here as it does with a backdoor Roth conversion? Mary received an $80,000 grant of RSUs from her employer when she started. These RSUs began to vest after one year, and the price per share has increased 44 percent. What should she do with the shares? My friend and former financial planner Joe Saul-Sehy and I tackle these questions in today’s episode. Enjoy! For more information, visit the show notes at https://affordanything.com/episode260 Learn more about your ad choices. Visit podcastchoices.com/adchoices

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(782)

Q&A: Would You Spend $60,000 on a Wedding Knowing It Could Be $800,000 Someday?

Q&A: Would You Spend $60,000 on a Wedding Knowing It Could Be $800,000 Someday?

#736: A bride wants to spend $60,000 on her wedding — money that could grow to $800,000 in 40 years if she invested it instead. This week, three very different listener questions all boil down to the ...

28 Jul 1h 11min

He Tried 30+ Side Hustles Before 3 Actually Paid Off, with Cody Berman

He Tried 30+ Side Hustles Before 3 Actually Paid Off, with Cody Berman

#735: Cody Berman failed at more than 30 side hustles — from a disc golf manufacturing company to sweaty bike deliveries in the Australian heat — before three of them got him to financial independence...

24 Jul 1h 14min

Q&A: Her Brother Owns 3 Houses — Is That Why We Have a 'Housing Shortage'?

Q&A: Her Brother Owns 3 Houses — Is That Why We Have a 'Housing Shortage'?

#734: Depending on which source you ask, the U.S. is short somewhere between 1.2 million and 10 million homes — and the reason for that wild range says as much about who's counting as it does about th...

21 Jul 1h 23min

The Hidden Math Behind Every Venture Capital Fund, with former Wharton Prof. David Bell

The Hidden Math Behind Every Venture Capital Fund, with former Wharton Prof. David Bell

#733: Venture fund managers can collect years of fees before a single dollar comes back to investors — and the bar to hand over your money is lower than you'd think. David Bell spent 20 years as a ch...

17 Jul 1h 1min

Your Zip Code Is Quietly Deciding What You Buy, with former Wharton Prof. David Bell

Your Zip Code Is Quietly Deciding What You Buy, with former Wharton Prof. David Bell

#732: Where you live is already deciding what you'll buy today, before you've even made up your mind. And it turns out the customers your local stores ignore completely are often a brand's most valuab...

14 Jul 1h 2min

Is AI Making You Dumber? With Lorraine Marchand

Is AI Making You Dumber? With Lorraine Marchand

#731: What if the best way to test a new hire wasn't a resume, but a two-hour breakfast? One CEO built his entire hiring process around it — and it worked. Lorraine Marchand spent three decades in le...

10 Jul 1h 16min

Q&A: We Have $1.5 Million. Can We Stop Now?

Q&A: We Have $1.5 Million. Can We Stop Now?

#730: What does it actually mean to have "enough" — and how do you know when it's time to stop optimizing and start living? AVOIDING THE REAL ESTATE MISTAKES IN THIS FREE GUIDE COULD SAVE YOU $10,000...

7 Jul 1h 3min

First Friday: Jobs Are Cooling, Prices Are Climbing, and NYC is Freezing the Rent

First Friday: Jobs Are Cooling, Prices Are Climbing, and NYC is Freezing the Rent

#729: The U.S. added 57,000 jobs in June. Economists expected 115,000. Meanwhile, inflation hit a three-year high. The Personal Consumption Expenditures index - the Fed's favorite inflation gauge -...

3 Jul 1h 5min

Populært innen Business og økonomi

stopp-verden
dine-penger-pengeradet
e24-podden
rss-penger-polser-og-politikk
lydartikler-fra-aftenposten
pengepodden-2
rss-borsmorgen-okonominyhetene
tid-er-penger-en-podcast-med-peter-warren
utbytte
morgenkaffen-med-finansavisen
rss-pa-konto
liberal-halvtime
livet-pa-veien-med-jan-erik-larssen
finansredaksjonen
pengesnakk
lederpodden
rss-skravla-gar
okonomiamatorene
rss-renters-rente
rss-pengefrihet-reisen-mot-okonomisk-frihet