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cover of episode Ask Paula: We Make $300k. Why Are We NOT Financially Independent?

Ask Paula: We Make $300k. Why Are We NOT Financially Independent?

2023/6/28
logo of podcast Afford Anything

Afford Anything

Shownotes Transcript

#448: An anonymous caller is dealing with guilt over spending a large cash gift. What’s the best use if she doesn’t have an obvious financial goal to throw at it?

Eric reached financial independence a few years ago but he hesitates to quit his job. What the heck is a Roth conversion ladder and how can he overcome his psychological barriers?

Another anonymous caller and his wife earn $300,000. He feels like they should be financially independent but they’re far from it. What’s going on?

Former financial planner Joe Saul-Sehy and I tackle these three questions in today’s episode.

Enjoy!

P.S. Got a question? Leave it here)

For more information, visit the show notes at https://affordanything.com/episode448)

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