Ask Paula: The 5 Types of Accountants (and Who To Avoid!)

Afford Anything

Paula Pant | Cumulus Podcast Network

Entrepreneurship, Business, Investing

4.6 • 3.4K Ratings

🗓️ 12 October 2022

⏱️ 76 minutes

🔗️ Recording | iTunes | RSS

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Summary

#407: Ionnie wants to vet her tax professional as diligently as she assesses her financial advisor – how should she go about doing that? Anonymous needs a career change, and she needs help figuring out how to approach the decision making process when choosing and preparing for her next field of employment MM prefers the simple path to wealth and investing in real estate but is looking for more information on a more intentional and selective approach to investing. Ingrid calls in to ask whether she should include her rental income when trying to figure out how much she can contribute to her Roth IRA. Former financial planner Joe Saul-Sehy and I tackle these four questions in today’s episode. Enjoy! P.S. Got a question? Leave it here. 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.
0:11.6	Every choice that you make is a trade-off against something else and that doesn't just
0:14.3	apply to your money.
0:15.3	That applies to your time, your focus, your energy, your attention, any limited resource
0:20.1	that you need to manage.
0:21.9	And that opens up two questions.
0:23.7	First, what matters most, not what to society say ought to matter most, but rather, what's
0:29.4	the priority in your life.
0:30.4	That's the first question in the second.
0:32.4	Is how do you put that into action?
0:34.0	How do you make decisions on a daily basis that reflect that which matters most?
0:40.1	Answering these two questions is a lifetime practice and that's what this podcast is here
0:43.1	to explore and facilitate.
0:45.2	My name is Paula Pant.
0:46.2	I'm the host of the E4 Anything Podcast.
0:48.4	Every other episode, we answer questions that come from you, the community, and my buddy,
0:54.1	former financial planner Joe Sal Ceehai joins me to answer these questions.
0:58.1	What's up, Joe?
0:59.1	Paula, how are you?
1:00.2	I'm great.
1:01.2	How are you doing?
1:02.2	I'm fantastic.
	...

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