Sveriges mest populära poddar
Afford Anything | Get Smarter With Money
NäringslivInvestering

Q&A: My Company Is Going Public and I Have No Idea What to Do – Plus, Should I Fire My Advisor?

1 tim 6 min•24 juni 2025

#619: Dave is no longer happy with his financial advisor, but he’s nervous about switching over to self-management after being completely hands-off for so long. What should he do?


An anonymous caller keeps hearing about the benefits of Cost Segregation for investment property. What is it? And should he apply this strategy to his recently acquired duplex?


Another anonymous caller is eagerly anticipating a windfall from his employer’s upcoming IPO. How should he prepare for this, and what happens if it fails?


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

Enjoy!


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


For more information, visit the show notes at https://affordanything.com/episode619

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

Fler avsnitt av Afford Anything | Get Smarter With Money

Visa alla avsnitt av Afford Anything | Get Smarter With Money
Q&A: We Have $1.5 Million. Can We Stop Now?
•1 tim 3 min
First Friday: Jobs Are Cooling, Prices Are Climbing, and NYC is Freezing the Rent
•1 tim 6 min
Q&A: What $2.4 Million at 37 Actually Looks Like (It's Not What You Think)
•1 tim 1 min
Hope Isn't a Feeling. It’s a Skill. - with Dr. Julia Garcia
•1 tim 21 min
Q&A: She Has $884K Saved — So Why Can't She Retire?
•1 tim 20 min
What Most Families Get Wrong About Passing Down Wealth, with Andrea Baumann Lustig
•1 tim 29 min
Why Does Every Good Idea Die in a Meeting? – with HBS Prof Linda Hill and Jason Wild
•59 min
Six Levels of Wealth, with Nick Maggiulli [GREATEST HITS]
•1 tim 12 min
Q&A: Why Do I Still Feel Anxious When I’m Clearly Doing Well?
•50 min
First Friday: Fed Rate Hike Coming? Jobs & Housing News
•36 min

Afford Anything | Get Smarter With Money med Paula Pant, Personal Finance Expert | Cumulus Podcast Network finns tillgänglig på flera plattformar. Informationen på denna sida kommer från offentliga podd-flöden.