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Q&A: Why Your Retirement Math Isn’t Adding Up

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Manage episode 452001599 series 115702
Content provided by Paula Pant | Cumulus Podcast Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Paula Pant | Cumulus Podcast Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

#561: Joanne is confident that her short and long-term financial plans are set, but she’s not certain about the medium-term. What’s the proper way to allocate money for different time horizons?

Jessie is intrigued by Paul Merriman’s simple portfolio recommendations but wonders about his lean away from growth stocks. Are value funds generally better for everyday investors?

Nancy is worried she’ll miscalculate her financial independence number because her net worth includes pre and post-tax money, plus liquid and illiquid investments. What’s the right approach?

Former financial planner Joe Saul-Sehy and I tackle these three questions in today’s episode.

Enjoy!

For more information, visit the show notes at https://affordanything.com/episode561

Timestamps:

Note: Timestamps will vary on individual listening devices based on dynamic advertising run times. The provided timestamps are approximate and may be several minutes off due to changing ad lengths.

(00:00) Joe, did your clients severely miscalculate their own FIRE number?

(03:14) Joanne

(31:42) Jesse

(47:00) Nancy

P.S. Got a question? Leave it at https://affordanything.com/voicemail

Learn more about your ad choices. Visit podcastchoices.com/adchoices

  continue reading

675 episodes

Artwork
iconShare
 
Manage episode 452001599 series 115702
Content provided by Paula Pant | Cumulus Podcast Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Paula Pant | Cumulus Podcast Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

#561: Joanne is confident that her short and long-term financial plans are set, but she’s not certain about the medium-term. What’s the proper way to allocate money for different time horizons?

Jessie is intrigued by Paul Merriman’s simple portfolio recommendations but wonders about his lean away from growth stocks. Are value funds generally better for everyday investors?

Nancy is worried she’ll miscalculate her financial independence number because her net worth includes pre and post-tax money, plus liquid and illiquid investments. What’s the right approach?

Former financial planner Joe Saul-Sehy and I tackle these three questions in today’s episode.

Enjoy!

For more information, visit the show notes at https://affordanything.com/episode561

Timestamps:

Note: Timestamps will vary on individual listening devices based on dynamic advertising run times. The provided timestamps are approximate and may be several minutes off due to changing ad lengths.

(00:00) Joe, did your clients severely miscalculate their own FIRE number?

(03:14) Joanne

(31:42) Jesse

(47:00) Nancy

P.S. Got a question? Leave it at https://affordanything.com/voicemail

Learn more about your ad choices. Visit podcastchoices.com/adchoices

  continue reading

675 episodes

All episodes

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