Anastasia: I have the sneaking suspicion that you're paying more than you should. You don't understand it. Why is everything in an annuity? And then just say, if you ever talked to anybody else, you don't want to hire them. Anastasia: If you do a pre screening interview, if you are the first person that a new adviser interfaces with before you green light, i think momm an, dad should have a conversation with thi person.
#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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