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#633: Paul is worried the private equity investment he’s about to make could be a scam. How can he do his due diligence and stay protected when there’s a shortage of reliable information?
Rob is questioning the purpose of a bond allocation in his eight-figure investment portfolio. Is he on to something, or is there a legitimate case to add them?
Dan can retire in a few years, but he’s itching to do it now. Would buying a business be the key to unlocking an earlier exit from his W2?
Former financial planner Joe Saul-Sehy and I tackle these three questions in today’s episode.
Enjoy!
Resources:
Interview with Dr. Eric Cole
Interview with Katie Gatti Tassin
P.S. Got a question? Leave it at https://affordanything.com/voicemail
For more information, visit the show notes at https://affordanything.com/episode633
Learn more about your ad choices. Visit podcastchoices.com/adchoices
Rob is questioning the purpose of a bond allocation in his eight-figure investment portfolio. Is he on to something, or is there a legitimate case to add them?
Dan can retire in a few years, but he’s itching to do it now. Would buying a business be the key to unlocking an earlier exit from his W2?
Former financial planner Joe Saul-Sehy and I tackle these three questions in today’s episode.
Enjoy!
Resources:
Interview with Dr. Eric Cole
Interview with Katie Gatti Tassin
P.S. Got a question? Leave it at https://affordanything.com/voicemail
For more information, visit the show notes at https://affordanything.com/episode633
Learn more about your ad choices. Visit podcastchoices.com/adchoices