4.6 • 3.4K Ratings
🗓️ 13 December 2024
⏱️ 83 minutes
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0:00.0 | Joe, you've probably talked to a lot of clients who have a bunch of different goals and they're not quite sure how to set priorities when you've got so many things you want to do and only a limited basket of money. |
0:11.4 | And there might be a solution for that. Is that what you're implying? |
0:14.1 | Yeah, yeah. Well, I mean, you were a financial planner for many years. |
0:18.6 | You've met with literally hundreds of people who have all had this |
0:22.3 | problem, but the details of the problem have differed. It's so hard, right? Because what do I prioritize? |
0:27.0 | How do I make sure the money doesn't get commingled? It's like, I don't want my meat and potatoes to touch. |
0:32.2 | Like, that's gross. Right, because you mentally bucket money for one thing versus another, but then circumstances change. |
0:39.3 | Absolutely. |
0:40.3 | Well, we're going to talk at the end of today's episode to a listener who has a question that is very much in this vein. |
0:49.3 | How do you juggle between all of these competing priorities? |
0:53.3 | Prior to that? |
0:54.2 | We're going to talk to a listener who has an inheritance and has received some advice |
1:00.5 | about how to handle that and is wondering if they got good advice. |
1:05.5 | All that in one episode? |
1:07.5 | All of that in one episode. |
1:10.5 | Welcome to the Afford Anything Podcast, the show that understands you can afford anything, |
1:15.6 | but not everything. |
1:16.6 | Every choice carries a trade-off. |
1:18.6 | And that applies not just to your money, but to your time, your focus, your energy, your |
1:22.6 | attention to any limited resource you need to manage. |
1:25.6 | So what matters most and how do you make choices accordingly? |
1:30.0 | This show covers five pillars, financial psychology, increasing your income, investing, real estate, and entrepreneurship. |
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