#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:
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(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)
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