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Ask Paula: “We Have $2 Million at 40 – Now What?” episode artwork

EPISODE · Oct 8, 2024 · 1H 11M

Ask Paula: “We Have $2 Million at 40 – Now What?”

from Afford Anything | Make Smart Money Choices · host Paula Pant, Personal Finance Expert | Cumulus Podcast Network

#547: An anonymous caller and her husband have a $2 million net worth at 40, but they’re worried that the one-fund portfolio that got them there isn’t good enough anymore. Are they right?  Jared feels frustrated that so much personal finance media is centered around tech and freelance workers. Does Paula and Joe have negotiation advice for someone in the union? Sam owns two overseas properties in a country that’s experienced runaway inflation for the past decade. He’s worried he’ll lose $500,000 worth of assets. How does he control the bleeding? Steve is calling back with an exciting update on his house-swapping journey from Episode 487.  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/episode547 Learn more about your ad choices. Visit podcastchoices.com/adchoices

What this episode covers

#547: An anonymous caller and her husband have a $2 million net worth at 40, but they’re worried that the one-fund portfolio that got them there isn’t good enough anymore. Are they right?  Jared feels frustrated that so much personal finance media is centered around tech and freelance workers. Does Paula and Joe have negotiation advice for someone in the union? Sam owns two overseas properties in a country that’s experienced runaway inflation for the past decade. He’s worried he’ll lose $500,000 worth of assets. How does he control the bleeding? Steve is calling back with an exciting update on his house-swapping journey from Episode 487.  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/episode547 Learn more about your ad choices. Visit podcastchoices.com/adchoices

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Frequently Asked Questions

How long is this episode of Afford Anything | Make Smart Money Choices?

This episode is 1 hour and 11 minutes long.

When was this Afford Anything | Make Smart Money Choices episode published?

This episode was published on October 8, 2024.

What is this episode about?

#547: An anonymous caller and her husband have a $2 million net worth at 40, but they’re worried that the one-fund portfolio that got them there isn’t good enough anymore. Are they right?  Jared feels frustrated that so much personal finance media...

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