Anastasia: There are two different services that advisory firms offer, and people often get them jumbled when they're talking about advisers. A good adviser involves you in as much of the processes you want to be involved in. Putting money in the product is delegation. That's not advice. Anastasia: I just mary bara at general motors, i think has done so many good things to take this old, legacy company and try to keep it relevant,. at the very least, and competitive.
#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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