51 min listen
Ask Paula: My Dad Died, and My Mom Is CLUELESS About Finances
FromAfford Anything
ratings:
Length:
76 minutes
Released:
Feb 1, 2023
Format:
Podcast episode
Description
#425: Ellen’s dad died unexpectedly. Her mom is clueless about finances. How does she help a 70-year-old unravel financial complexities?
Mike has an opportunity to buy into his friend’s growing business. What should be his legal, financial, and relationship considerations?
Pepp wants to know what’ll happen to her Restricted Stock Units when her company goes private.
An anonymous caller needs to build her nest egg. She’ll be a full-time student with no income. She has 20 years until retirement. Should she execute a Roth conversion?
Former financial planner Joe Saul-Sehy and I tackle these four questions in today’s episode.
Enjoy!
P.S. Got a question? Leave it here.
For more information, visit the show notes at https://affordanything.com/episode425
Learn more about your ad choices. Visit podcastchoices.com/adchoices
Mike has an opportunity to buy into his friend’s growing business. What should be his legal, financial, and relationship considerations?
Pepp wants to know what’ll happen to her Restricted Stock Units when her company goes private.
An anonymous caller needs to build her nest egg. She’ll be a full-time student with no income. She has 20 years until retirement. Should she execute a Roth conversion?
Former financial planner Joe Saul-Sehy and I tackle these four questions in today’s episode.
Enjoy!
P.S. Got a question? Leave it here.
For more information, visit the show notes at https://affordanything.com/episode425
Learn more about your ad choices. Visit podcastchoices.com/adchoices
Released:
Feb 1, 2023
Format:
Podcast episode
Titles in the series (100)
How Jay Became a Half-a-Millionaire -- and Why He Wants You to Track Your Net Worth: #8: J. Money is a HALF-MILLY! He loves to share his journey to growing net worth on his blog, as well as the net worth of 180 other financial bloggers. See the short list and find links to resources by visiting the blog at... by Afford Anything