Anastasia hallo polan jo, this is anastasia. Thank you so much for the detailed guidance you give to help us solve our financial quandaries. I am concerned that my parents are being taken advantage of by their financial adviser. i feel like i don't have the emotional ente or right approach to talk to them about this in a productive way that isn't offensive. Anastasia thank you for calling with that question. Based on what you've told us, it sounds bad after we hear that red flag! We'll be back next week at 9 p.m. and 10 p.m., ET.
#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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