Ask Paula: Do I really need a Financial Advisor?

Afford Anything

Paula Pant | Cumulus Podcast Network

Entrepreneurship, Business, Investing

4.6 • 3.4K Ratings

🗓️ 16 February 2023

⏱️ 59 minutes

🔗️ Recording | iTunes | RSS

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Summary

Jamie currently lives at home and dreams of reaching financial freedom by her early 30s. How can she take advantage of her low expenses to accelerate her wealth building? An anonymous caller has enough to retire in 5 years. Does she still need her financial advisor or is it time to do it on her own? Meghan is a personal finance enthusiast who wants to start a coaching side hustle. What’s the best way to get started? Former financial planner Joe Saul-Sehy and I tackle these five questions in today’s episode. Enjoy! P.S. Got a question? Leave it here. For more information, visit the show notes at https://affordanything.com/episode428 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.
0:11.1	Every choice that you make is a trade-off against something else, and that doesn't just
0:14.6	apply to your money.
0:15.6	That applies to any limited resource that you need to manage, like your time, your focus,
0:20.0	your energy, your attention.
0:22.2	And that opens up two questions.
0:24.1	First, what matters most?
0:25.7	Second, how do you make decisions accordingly?
0:29.1	These two questions is a lifetime practice, and that's what this podcast is here for.
0:33.7	My name is Paula Pant.
0:34.7	I'm the host of the Affordable Care Foundation.
0:36.7	We're here to answer your questions.
0:39.9	I'm here with former financial advisor, Joe Salcihi.
0:42.9	What's up, Joe?
0:43.9	We're going to answer questions.
0:46.0	That is our plan for today.
0:47.9	We do that.
0:48.9	That's really cool.
0:49.9	So we've got some fantastic ones.
0:51.7	We're going to start with a question from Jamie who lives at home.
0:56.3	Her expenses are rock bottom, she wants to hit financial freedom, and she's wondering,
1:01.7	given her low expenses, what should she do?
	...

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