Ask Paula and Joe: Should I Sell My $575,000 in Tesla Stock?

Afford Anything | Make Smart Money Choices

Paula Pant | Cumulus Podcast Network

Entrepreneurship, Investing, Business

4.7 • 3.6K Ratings

🗓️ 5 February 2021

⏱️ 66 minutes

🔗️ Recording | iTunes | RSS

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Summary

#299: Chris bought Tesla a few years ago and Jinko Solar eight months ago. Both of these have gone up in value by a lot. What tax strategies can he use to sell these shares? Holly and her three sisters stand to inherit two side-by-side duplexes. How can they structure the ownership of these properties in a fair way? Eric feels hopeless about health insurance as a self-employed business owner. Are DPCs or healthshares the way to go? Frank and his wife have a nine-year retirement plan that involves selling their home and moving to Costa Rica. How can they maximize their savings and existing investments to set themselves up for success? My friend and former financial planner Joe Saul-Sehy joins me to answer these four questions on today’s episode. Enjoy! For more information, visit the show notes at https://affordanything.com/episode299 Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	You can afford anything but not everything.
0:11.4	Every choice that you make is a trade-off against something else and that doesn't just
0:14.8	apply to your money.
0:16.0	That applies to your time, your focus, your energy, your attention.
0:19.7	Anything in your life that is a scarce or limited resource, saying yes to something implicitly
0:24.5	means, saying no to other opportunities.
0:26.9	And that opens up two questions.
0:28.8	Number one, what matters most to you?
0:31.2	Number two, how do you align your daily, weekly, monthly, yearly decisions to reflect
0:37.4	that which matters most?
0:39.6	Now answering these two questions is a lifetime practice and that is what this podcast is
0:43.1	here to explore.
0:44.5	My name is Paula Pant.
0:45.5	I am the host of the Afford Anything Podcast.
0:48.3	Every other episode, ish, we answer questions that come from you, the community.
0:53.3	Today, former financial planner Joe Saw See High is here to help me answer these questions.
0:59.5	What's up, Joe?
1:00.5	Well, Paula, nothing better to do.
1:02.2	I know we had some great questions this week, so I decided to show up on time, ready
1:07.8	to go, make it happen for your fans.
1:10.6	Awesome.
1:11.6	I can't wait.
	...

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