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Ask Paula: How to Handle a HUGE Bonus, Commission or Windfall

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Manage episode 343138371 series 115702
Content provided by Paula Pant | Cumulus Podcast Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Paula Pant | Cumulus Podcast Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

#405: Daniel and his wife want to go on an extended vacation and leave their jobs next year…and still have money in case there’s a problem at their rental properties. Would a HELOC help them?

Anonymous and her husband have received a large commission and want to understand how to better plan for their future by optimizing for these inconsistent windfalls.

Brian has hit coast F.I.R.E and would like guidance on how to prioritize between tax advantaged accounts and retirement accounts.

Anonymous and his wife have been focused on getting short term rentals in a single location - is his portfolio too focused on this singular strategy??

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

Enjoy!

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

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

  continue reading

562 episodes

Artwork
iconShare
 
Manage episode 343138371 series 115702
Content provided by Paula Pant | Cumulus Podcast Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Paula Pant | Cumulus Podcast Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

#405: Daniel and his wife want to go on an extended vacation and leave their jobs next year…and still have money in case there’s a problem at their rental properties. Would a HELOC help them?

Anonymous and her husband have received a large commission and want to understand how to better plan for their future by optimizing for these inconsistent windfalls.

Brian has hit coast F.I.R.E and would like guidance on how to prioritize between tax advantaged accounts and retirement accounts.

Anonymous and his wife have been focused on getting short term rentals in a single location - is his portfolio too focused on this singular strategy??

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

Enjoy!

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

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

  continue reading

562 episodes

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