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

EPISODE · Jun 24, 2025 · 1H 6M

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

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

#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/episode619 Learn more about your ad choices. Visit podcastchoices.com/adchoices

What this episode covers

#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/episode619 Learn more about your ad choices. Visit podcastchoices.com/adchoices

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

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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 6 minutes long.

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

This episode was published on June 24, 2025.

What is this episode about?

#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...

Can I download this Afford Anything | Make Smart Money Choices episode?

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