Ask Paula: I’m Worried My Parents Are Getting Ripped Off By Their Financial Advisor … Help!
Afford Anything
English - January 19, 2022 20:36 - 57 minutes - ★★★★★ - 3.3K ratingsInvesting Business Entrepreneurship affordanything budgets earlyretirement financialindependence growwealth investing madfientist networth paulapant realestate Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
#360: I’m worried my parents are getting ripped off by their financial advisor. What should I do?
My wife is trying to qualify for student loan forgiveness … but we might lose a bunch of tax benefits in the process. Is it worth the risk?
I’m enrolling in grad school, and I want to optimize how to pay for rent and groceries. Should I use money from a 529 plan?
Three callers. Three questions.
In today's episode, former financial planner Joe Saul-Sehy and I tackle these tough Q’s.
Enjoy!
Do you have a question on business, money, trade-offs, financial independence strategies, travel, or investing? Leave it here and we’ll answer them in a future episode.
Subscribe to the show notes at https://affordanything.com/shownotes
Learn more about your ad choices. Visit podcastchoices.com/adchoices
#360: I’m worried my parents are getting ripped off by their financial advisor. What should I do?
My wife is trying to qualify for student loan forgiveness … but we might lose a bunch of tax benefits in the process. Is it worth the risk?
I’m enrolling in grad school, and I want to optimize how to pay for rent and groceries. Should I use money from a 529 plan?
Three callers. Three questions.
In today's episode, former financial planner Joe Saul-Sehy and I tackle these tough Q’s.
Enjoy!
Do you have a question on business, money, trade-offs, financial independence strategies, travel, or investing? Leave it here and we’ll answer them in a future episode.
Subscribe to the show notes at https://affordanything.com/shownotes
Learn more about your ad choices. Visit podcastchoices.com/adchoices