The New Adviser Can Help You Move the Stuff Over

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The new person whom they work with will take care of a couple things. They can explain all the excessive fees that they're paying, and can give them some transparency about the product. The new asset management company can help them move the stuff over. And by the way, it's got to be the new adviser who tells you how you're getting, how the fees are, or tells your parents.

#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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