Joe, did you ever advise your mom on asset allocation?

I actually just did.

Some people may know my dad passed away this last spring just under a year ago.

And so my mom, when she received some life insurance money and she was redeploying her assets for one person versus two, I got to walk mom through the efficient frontier again. Oh, she's learning from the

best. Well, thank you. Stop, stop. Keep going. Keep going. Well, today we are going to talk to a caller who

is helping her mom figure out how to invest as she approaches the most critical years of making sure you're getting

it right. We're going to help her through that. We're also going to talk to a return caller.

This is somebody who spoke to us in 2022 with a question about Whole Life Insurance, and she's

calling with an update and a follow-up question. And for the true money nerds

out there, we are going to dive deep with the numbers for a caller who says that by the time

this episode airs, his wife will likely have quit her job. Oh.

You ready, Joe?

I'm Buckle Up.

Welcome to the Afford Anything podcast, the show that understands you can afford anything but not everything.

Every choice carries a tradeoff and that applies to your money, time, focus, and energy.

This show covers five pillars.

Financial Psychology, Increasing your income, investing, real estate, and entrepreneurship.

It's double eye fire.

I'm your host, Paula Pant, I trained in economic reporting at Columbia every other episode, ish.

I answer questions from you, and I do so with my buddy, the former financial planner, Joe Saul-Sehigh.

What's up, Joe?

Well, it's kind of a sad day because I

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