Ask Paula -- Death, Taxes, Crushing Debt and Moving in with Mom

Ask Paula -- Death, Taxes, Crushing Debt and Moving in with Mom

#58: Ashley is a single mom saving diligently for her 2-year-old son. What alternatives are there to 529s and brokerage accounts? Julie and her husband invest quarterly. Should she try buying European equities when they are much cheaper due to Brexit? Nicholas and his wife make too much money for a Roth IRA. Should hey do a backdoor Roth? Melissa has money to save, invest, or pay down rentals. What’s her best option? Find more in the show notes at http://affordanything.com/episode58 Learn more about your ad choices. Visit podcastchoices.com/adchoices

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Avsnitt(778)

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7 Juli 1h 3min

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

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#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 Juli 1h 5min

Q&A: What $2.4 Million at 37 Actually Looks Like (It's Not What You Think)

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#728: What do you do when you suddenly have $850,000 and no idea what to do with it? GET TOTAL CLARITY ON WHERE EVERY DOLLAR BELONGS 👉 https://affordanything.com/cornerstone On today’s Q&A, one...

30 Juni 1h

Hope Isn't a Feeling. It’s a Skill. - with Dr. Julia Garcia

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727: Not sure what your next money move should be? Start with the free FiiRE Playbook 👉 https://affordanything.com/fiire Dr. Julia Garcia is a psychologist, behavioral researcher, and author of ...

27 Juni 1h 20min

Q&A: She Has $884K Saved — So Why Can't She Retire?

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#726: Hey, we're mixing it up today with a super deep dive. We normally go fairly deep on this show, but today we're going even deeper and turning one caller's question into a case study. Download ...

23 Juni 1h 19min

What Most Families Get Wrong About Passing Down Wealth, with Andrea Baumann Lustig

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#725: Most people assume their financial advisor is legally required to put their interests first. That's not always true. Andrea Baumann Lustig, a wealth advisor with 30 years of experience, joins...

19 Juni 1h 29min

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