Q&A: My Company Is Going Public and I Have No Idea What to Do – Plus, Should I Fire My Advisor?

Afford Anything

Paula Pant | Cumulus Podcast Network

Investing, Entrepreneurship, Business

4.6 • 3.4K Ratings

🗓️ 24 June 2025

⏱️ 64 minutes

🔗️ Recording | iTunes | RSS

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Summary

#619: Dave is no longer happy with his financial advisor, but he’s nervous about switching over to self-management after being completely hands-off for so long. What should he do? An anonymous caller keeps hearing about the benefits of Cost Segregation for investment property. What is it? And should he apply this strategy to his recently acquired duplex? Another anonymous caller is eagerly anticipating a windfall from his employer’s upcoming IPO. How should he prepare for this, and what happens if it fails? Former financial planner Joe Saul-Sehy and I tackle these three questions in today’s episode. Enjoy! P.S. Got a question? Leave it at https://affordanything.com/voicemail For more information, visit the show notes at https://affordanything.com/episode619https://affordanything.com/episode619 Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	Joe, you were a financial planner for how many years?
0:02.5	16.
0:03.4	Would it be sacrilege in your profession to tell somebody who has a financial planner to go do it themselves?
0:12.3	No, not at all.
0:13.6	Not at all.
0:13.9	We're going to tackle a question from somebody who is asking about just that.
0:18.3	We're also going to discuss in the world of real estate cost segregation. What is it?
0:22.9	And is that something that if you're a rental property investor, you should be looking into?
0:27.9	And we're going to talk IPOs. All of that's coming up right now. Welcome to the Afford Anything
0:33.1	podcast, the show that knows you can afford anything, not everything.
0:44.0	This show covers five pillars, financial psychology, increasing your income, investing, real estate and entrepreneurship.
0:45.0	It's double-eye fire.
0:46.6	I'm your host, Paula Pant.
0:48.2	I trained in economic reporting at Columbia.
0:54.9	Every other episode ish, I answer questions from you, and I do so with my buddy, the former financial planner, Joe Sal C-Hi.
0:55.5	What's up, Joe?
0:57.8	Hey, Paula, what's going on with you?
1:02.3	I am doing great. It is officially summertime here in New York City, which a lot of people complain about because people don't like...
1:04.0	What? How do you complain?
1:05.7	There are people who don't like the sweltering weather in New York. I say, bring it on.
1:09.8	I love the summertime in the city.
1:11.5	I saw a video the other day. Some of these creators on YouTube are so funny. They make shorts.
	...

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