Make make the payment to yourself and then transfer the money over, much like we talked about on a past episode with the car ri. Running the numbers through tax oft where to see the cost and to see how each of those options impacts your total tax liability will allow you to quickly answer whether or not it's worth while. And o the trip to zampia. Yes, what a fun travel companion.
#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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