The Cheesest Movies of the Season

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We heard your answer to anna's question in episode three 65, and inspired us to write about a similar situation. We are trying to figure out the best strategy for my wife's loan repayment plan. She owes about 61 kat about six % interest rate. Our goal is to relocate in the next one to four years and purchase a house when we do. To be eligible for the forgiveness, my wife would need to stay in the non-profit field. The other factor is that both of us are 20 plus years away from retiring. And how much you are willing to wager on filing jointly versus married?

#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.

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