Is Your Adviser in Your Corner?

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If your current adviser hasn't noticed that, assuming that you haven't needed to fill out the fapsa for the past several years, hetype of thing that an adviser should catch. Cameron huddleston wrote a fantastic book on this, mam and dad, we need to talk. And one of the strategies that i love there is share a little bit about your own situation and ask their opinion. Sometimes people are capable of giving better advice to others than they can give to themselves or recognize within themselves.

#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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