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#641: Cristina has a $1.2 million portfolio and hopes to make work optional within the next decade. Is she invested in the right way? Or should she change up her asset allocation?
Anonymous and her husband plan to retire in 5 years. They have 10 rental properties and a $2.75 million portfolio. They dream of slow travel, generosity, and family time. How should they structure their assets to support the lifestyle they want?
Paula (the caller) and her husband are planning for three kids, private school, and possibly college down the road. Should they front-load a 529 plan with a large lump sum, or take a different approach?
Former financial planner Joe Saul-Sehy and I tackle these three questions in today’s episode.
Enjoy!
P.S. Got a question? Leave it here.
Resources mentioned in the show:
Interview with Frank Vasquez
Risk Parity Cheat Sheet
Caller Christina's original call on https://affordanything.com/episode463
Afford Anything Episode 618 https://affordanything.com/episode618
Risk Parity Portfolio Blueprint https://affordanything.com/riskparity
Joe's episode SB 1698 https://www.stackingbenjamins.com/create-your-retirement-spending-plan-1698/
Run The Line half marathon with Joe: https://runsignup.com/Race/TX/Texarkana/RuntheLineHalfMarathonTXAR
SavingForCollege.com
Learn more about your ad choices. Visit podcastchoices.com/adchoices
Anonymous and her husband plan to retire in 5 years. They have 10 rental properties and a $2.75 million portfolio. They dream of slow travel, generosity, and family time. How should they structure their assets to support the lifestyle they want?
Paula (the caller) and her husband are planning for three kids, private school, and possibly college down the road. Should they front-load a 529 plan with a large lump sum, or take a different approach?
Former financial planner Joe Saul-Sehy and I tackle these three questions in today’s episode.
Enjoy!
P.S. Got a question? Leave it here.
Resources mentioned in the show:
Interview with Frank Vasquez
Risk Parity Cheat Sheet
Caller Christina's original call on https://affordanything.com/episode463
Afford Anything Episode 618 https://affordanything.com/episode618
Risk Parity Portfolio Blueprint https://affordanything.com/riskparity
Joe's episode SB 1698 https://www.stackingbenjamins.com/create-your-retirement-spending-plan-1698/
Run The Line half marathon with Joe: https://runsignup.com/Race/TX/Texarkana/RuntheLineHalfMarathonTXAR
SavingForCollege.com
Learn more about your ad choices. Visit podcastchoices.com/adchoices