Ask Paula: Is Your DIY Investing Strategy Holding You Back?

Afford Anything

Вміст надано Paula Pant | Cumulus Podcast Network. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Paula Pant | Cumulus Podcast Network або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.

2M ago 46:55

MP3•Головна епізоду

#535: Melissa and her partner are preparing for the best earning years of their lives. Could they benefit from automated tax-loss harvesting and transition from DIY investing to a robo-advisor?

An anonymous caller just learned something surprising about their Roth 401k and feels squeamish about making future contributions to this account. What’s Paula and Joe’s advice?

Hampton is following up on a question from Episode 524 to spark an intriguing discussion on the generational tax advantages of a Roth IRA.

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/episode535

Learn more about your ad choices. Visit podcastchoices.com/adchoices

616 епізодів

#Motivation #Trading #Business #Affordanything #Earlyretirement #Financialindependence #Growwealth #Investing #Madfientist #Paulapant #Realestate #Retirement #Paula Pant #Self-Improvement #Entrepreneur #Podcasting Education #Budget #NetWorth #Rentalproperty