#499: Q&A: We Save $5,000 Per Month. Where Should We Invest It?

3 weeks ago 12

Eugene and his wife are retiring with a $10 million net worth and a guaranteed income that exceeds their annual budget. Do they still need things like life insurance and a financial advisor? An anonymous caller’s HOA costs have doubled since she bought her condo. She’s wondering if it’s still a good investment. Should she keep it or sell it? Nandini and her husband save tons every month toward no goal in particular. What should they do with all their extra cash? Former financial planner Joe Saul-Sehy and I tackle these four questions in today’s episode. Enjoy!


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