Exploring the features and user experiences of custodial Roth IRAs at major institutions like Schwab, Fidelity, and Vanguard, highlighting the importance of familiarity, ease of use, and low fees for account holders. Personal preferences and unique qualities of each institution are discussed in the context of making informed decisions for investment accounts.
#503: Lindsay’s husband struggles with a mental disability. She’s worried about the impact on her family’s finances. How does she maintain harmony in her marriage and protect her kids’ future?
An anonymous caller is stoked about her young nephew’s interest in saving for retirement. What’s Paula and Joe’s advice for a teenage saver?
Another anonymous caller wants to get personal about Paula’s personal finances.
Following up on a discussion from episode 494, Melanie has exciting news to share about automating ETF investments at Vanguard.
Former financial planner Joe Saul-Sehy and I tackle these four questions in today’s episode.
Enjoy!
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For more information, visit the show notes at https://affordanything.com/episode503
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